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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) | ₹270 Cr | ₹3591 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 | 0.44% | 0.39% |
| 6 Month | 3.9% | 3.1% |
| 1 Year | 5.5% | 4.24% |
| 3 Year | 10.21% | 10.27% |
| 5 Year | 9.89% | 10.81% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.06% | 0.98% |
| 1 Year | 6.55% | 6.13% |
| 3 Year | 9.31% | 9.61% |
| 5 Year | 8.91% | 9.29% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.06% | 8.66% |
| 3 Year | 7.13% | 8.68% |
| 5 Year | 6.95% | 8.16% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.57% | 3.68% |
| Sharp | 0.85% | 0.87% |
| Beta | - | - |
| Alpha | - | - |
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 | 35.76 | 36.09 |
| Large Cap | 58.08 | 55 |
| Mid Cap | 5.4 | 5.26 |
| Small Cap | 0.76 | 3.65 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35 | 32.27 |
| Communication Services | 6.02 | 3.91 |
| Energy | 4.44 | 6.31 |
| Industrials | 9.72 | 3.03 |
| Technology | 3.75 | 5.25 |
| Financial Services | 22.29 | 25.82 |
| Consumer Defensive | 5.16 | 2.63 |
| Healthcare | 2.98 | 5.91 |
| Basic Materials | 4.36 | 3.52 |
| Utilities | 4.64 | 3.19 |
| Consumer Cyclical | 1.63 | 6.91 |
| Real Estate | - | 1.27 |
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