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Tata Equity Savings Fund -Regular Plan-Growth Option
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹268 Cr | ₹263 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2003 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 486% |
| Expense Ratio | 1.13 | 2.48 |
| Manager | Sailesh Jain | Miten Vora |
| ISIN Code | INF277K01907 | INF955L01II9 |
| Exits Load | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.32% | -0.62% |
| 6 Month | 4.2% | 5.49% |
| 1 Year | 5.7% | 5.92% |
| 3 Year | 9.95% | 10.18% |
| 5 Year | 10.27% | 8.57% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.04% | 3.17% |
| 1 Year | 6.68% | 7.56% |
| 3 Year | 10.14% | 10.32% |
| 5 Year | 9.48% | 9.3% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.11% | 9.44% |
| 3 Year | 7.08% | 8.05% |
| 5 Year | 6.92% | 9.29% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.74% | 5.21% |
| Sharp | 1.09% | 0.94% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Miten Vora |
| Total AUM | ₹17041 Cr | ₹6478 Cr |
| Funds Managed | 7 | 6 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.53 | 33.84 |
| Large Cap | 58.7 | 50.93 |
| Mid Cap | 5.84 | 10.31 |
| Small Cap | 0.92 | 4.92 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.7 | 27.61 |
| Communication Services | 6.35 | 4.23 |
| Energy | 5.48 | 5.95 |
| Industrials | 9.91 | 8.54 |
| Technology | 4.28 | 3.26 |
| Financial Services | 22.05 | 19.92 |
| Consumer Defensive | 4.45 | 2.58 |
| Healthcare | 3.23 | 3.77 |
| Basic Materials | 4.38 | 7.22 |
| Utilities | 4.7 | 5.84 |
| Consumer Cyclical | 1.45 | 5.6 |
| Real Estate | - | 5.46 |
Top Comparisons
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns21.61%
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3Y Returns29.05%
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SBI Equity Minimum Variance Fund - Regular Plan - Growth
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ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.91%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.5%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns17.46%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns17.47%
