- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹270 Cr | ₹947 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Aug 2003 | 13 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 87% |
| Expense Ratio | 1.13 | 1.6 |
| Manager | Sailesh Jain | Dhawal Dalal |
| ISIN Code | INF277K01907 | INF843K01KG9 |
| 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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.66% | 1.06% |
| 6 Month | 3.78% | 6.48% |
| 1 Year | 6.1% | 8.33% |
| 3 Year | 10.08% | 11.59% |
| 5 Year | 9.83% | 10.98% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | 2.81% |
| 1 Year | 7.28% | 11.39% |
| 3 Year | 9.56% | 11.58% |
| 5 Year | 9.1% | 10.54% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.06% | 8.65% |
| 3 Year | 7.13% | 8.95% |
| 5 Year | 6.95% | 9.11% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.57% | 3.63% |
| Sharp | 0.85% | 1.19% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sailesh Jain | Dhawal Dalal |
| Total AUM | ₹17041 Cr | ₹25974 Cr |
| Funds Managed | 7 | 12 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.11 | 39.96 |
| Large Cap | 58.04 | 38.37 |
| Mid Cap | 6.07 | 15.73 |
| Small Cap | 0.77 | 5.95 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.33 | 33.74 |
| Communication Services | 5.89 | 4.96 |
| Energy | 4.39 | 6.58 |
| Industrials | 9.91 | 5.32 |
| Technology | 3.51 | 3.57 |
| Financial Services | 22.66 | 20.47 |
| Consumer Defensive | 4.81 | 1.57 |
| Healthcare | 3.82 | 4.23 |
| Basic Materials | 4.32 | 11.22 |
| Utilities | 4.74 | 1.98 |
| Consumer Cyclical | 1.62 | 5.08 |
| Real Estate | - | 1.31 |
Top Comparisons
SBI Healthcare Opportunities Fund - Regular Plan -Growth
3Y Returns26.03%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns16.26%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns16.99%
Invesco India GILT Fund - Growth
3Y Returns7.33%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.23%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns11.75%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns23.25%
