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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) | ₹272 Cr | ₹1028 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 | 0.89% | 0.01% |
| 6 Month | 3.09% | 4.36% |
| 1 Year | 5.88% | 7.99% |
| 3 Year | 9.65% | 10.73% |
| 5 Year | 9.18% | 10.11% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.95% | 1.75% |
| 1 Year | 8.01% | 9.48% |
| 3 Year | 9.41% | 10.7% |
| 5 Year | 9.02% | 10.07% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.02% | 8.65% |
| 3 Year | 7.15% | 9.01% |
| 5 Year | 6.97% | 9.15% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.52% | 3.62% |
| Sharp | 0.79% | 1.08% |
| 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 | 32.38 | 40.06 |
| Large Cap | 60.4 | 36.8 |
| Mid Cap | 6.41 | 16.7 |
| Small Cap | 0.82 | 6.44 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.5 | 34.42 |
| Communication Services | 6.39 | 4.94 |
| Energy | 4.75 | 5.59 |
| Industrials | 10.48 | 4.94 |
| Technology | 3.78 | 4.49 |
| Financial Services | 23.89 | 21.45 |
| Consumer Defensive | 4.69 | 1.5 |
| Healthcare | 3.98 | 4.04 |
| Basic Materials | 4.27 | 10.89 |
| Utilities | 4.65 | 1.5 |
| Consumer Cyclical | 1.62 | 4.57 |
| Real Estate | - | 1.66 |
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