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Tata Equity Savings Fund vs HDFC Equity Savings Fund compare

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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tortoise-icon Tata Equity Savings Fund -Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk Low to Moderate Risk
Asset Size (Cr) ₹5584 Cr ₹250 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 -0.86% -0.55%
6 Month -1.49% 0.96%
1 Year 5.22% 8.23%
3 Year 9.12% 8.57%
5 Year 10.77% 8.91%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month - -
1 Year 0.87% 4.82%
3 Year 9.25% 9.66%
5 Year 10.5% 9.42%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year 8.6% 7.05%
3 Year 9.9% 7.05%
5 Year 9.44% 6.89%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation 4.68% 3.99%
Sharp 0.9% 0.72%
Beta 0.88% 0.82%
Alpha 1.46% 0.33%

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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
Fund Manage 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 65.48 30.31
Large Cap 57.55 14.56
Mid Cap 5.1 4.11
Small Cap 5.25 1.34

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 65.48 30.31
Petroleum Products 2.86 1.75
IT - Software 3.63 2.76
Construction 1.99 0.85
Finance 1.26 0.92
Ferrous Metals 2.22 0.2
Diversified FMCG 2.02 0.67
Non - Ferrous Metals 0.53 -
Banks 19.19 5.18
Realty 1.57 -
Pharmaceuticals & Biotechnology 4.99 1.32
Automobiles 7.11 0.3
Aerospace & Defense 0.39 -
Cement & Cement Products 0.32 0.49
Fertilizers & Agrochemicals 0.57 -
Power 3.39 1.04
Insurance 1.72 -0.01
Entertainment 0.2 -
Agricultural Food & other Products 0.02 -
Agricultural, Commercial & Construction Vehicles 1.08 0.45
Oil 0.32 -
Consumer Durables 3.02 0.7
Telecom - Services 1.67 0.85
Auto Components 0.74 0.56
Healthcare Services 0.52 -
Chemicals & Petrochemicals 0.18 -
Transport Infrastructure 2.52 -0.03
Consumable Fuels 0.41 -
Paper, Forest & Jute Products 0.25 -
Beverages 3.21 -
Electrical Equipment - 0.36
Industrial Products - 0.44
Financial Technology (Fintech) - 0.34
Industrial Manufacturing - 0.46
Transport Services - 0.41

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