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Tata Equity Savings Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹5663 Cr | ₹268 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹300 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 18 Aug 2003 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 27.79% | 59.93% |
| Expense Ratio | 1.89 | 1.13 |
| Manager | Anil Bamboli | Sailesh Jain |
| ISIN Code | INF179K01AM7 | INF277K01907 |
| Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -1.01% | -0.46% |
| 6 Month | 3.83% | 3.79% |
| 1 Year | 3% | 5.4% |
| 3 Year | 10.35% | 9.78% |
| 5 Year | 12.58% | 10.24% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.42% | 2.04% |
| 1 Year | 5.86% | 6.68% |
| 3 Year | 9.9% | 10.14% |
| 5 Year | 10.33% | 9.48% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 8.44% | 7.1% |
| 3 Year | 9.91% | 7.1% |
| 5 Year | 9.47% | 6.94% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.72% | 3.74% |
| Sharp | 1.07% | 1.09% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Anil Bamboli | Sailesh Jain |
| Total AUM | ₹135442 Cr | ₹17041 Cr |
| Funds Managed | 12 | 7 |
| HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 34.24 | 34.53 |
| Large Cap | 58.36 | 58.7 |
| Small Cap | 4.19 | 0.92 |
| Mid Cap | 3.21 | 5.84 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 30.27 | 33.7 |
| Energy | 7.86 | 5.48 |
| Technology | 5.66 | 4.28 |
| Industrials | 6.41 | 9.91 |
| Consumer Defensive | 3.44 | 4.45 |
| Basic Materials | 4.27 | 4.38 |
| Financial Services | 22.52 | 22.05 |
| Real Estate | 1.6 | - |
| Healthcare | 4.53 | 3.23 |
| Consumer Cyclical | 8.91 | 1.45 |
| Utilities | 2.36 | 4.7 |
| Communication Services | 2.15 | 6.35 |
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