- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Equity Savings Fund -Regular Plan-Growth Option
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹272 Cr | ₹3841 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Aug 2003 | 28 Mar 2016 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 444% |
| Expense Ratio | 1.13 | 1.32 |
| Manager | Sailesh Jain | Kedar Karnik |
| ISIN Code | INF277K01907 | INF740KA1439 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.83% | 0.71% |
| 6 Month | 3.21% | 2.36% |
| 1 Year | 6.35% | 5.46% |
| 3 Year | 9.57% | 9.83% |
| 5 Year | 9.24% | 9.89% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.06% | 1.65% |
| 1 Year | 8.17% | 6.92% |
| 3 Year | 9.57% | 9.52% |
| 5 Year | 9.14% | 9.29% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.03% | 8.47% |
| 3 Year | 7.15% | 8.79% |
| 5 Year | 6.97% | 8.23% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.55% | 4.23% |
| Sharp | 0.83% | 1.04% |
| Beta | - | 0.8% |
| Alpha | - | 0.63% |
Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Kedar Karnik |
| Total AUM | ₹17041 Cr | ₹32997 Cr |
| Funds Managed | 7 | 11 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.38 | 33.03 |
| Large Cap | 60.4 | 56.84 |
| Mid Cap | 6.41 | 6.46 |
| Small Cap | 0.82 | 3.67 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.5 | 28.42 |
| Communication Services | 6.39 | 4.6 |
| Energy | 4.75 | 7.18 |
| Industrials | 10.48 | 3.19 |
| Technology | 3.78 | 5.81 |
| Financial Services | 23.89 | 27.41 |
| Consumer Defensive | 4.69 | 3.63 |
| Healthcare | 3.98 | 5.64 |
| Basic Materials | 4.27 | 3.91 |
| Utilities | 4.65 | 3.18 |
| Consumer Cyclical | 1.62 | 5.66 |
| Real Estate | - | 1.38 |
Top Comparisons
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns20.4%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns25.04%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.18%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.49%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns14.98%
Quant Aggressive Hybrid Fund-Growth
3Y Returns10.9%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns14.69%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
