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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) | ₹5691 Cr | ₹266 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 | 1.03% | 0.53% |
| 6 Month | 7.03% | 5.35% |
| 1 Year | 3.2% | 5.37% |
| 3 Year | 9.88% | 9.64% |
| 5 Year | 12.3% | 9.97% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.09% | 1.49% |
| 1 Year | 7.47% | 6.82% |
| 3 Year | 9.55% | 9.63% |
| 5 Year | 9.91% | 9.08% |
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 | 4.58% | 3.69% |
| Sharp | 0.65% | 0.72% |
| Beta | - | - |
| Alpha | - | - |
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 | 35.21 | 35.45 |
| Large Cap | 57.73 | 58.29 |
| Small Cap | 4.32 | 0.78 |
| Mid Cap | 2.75 | 5.47 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 31.33 | 34.67 |
| Energy | 7.35 | 5.08 |
| Technology | 5 | 3.72 |
| Industrials | 6.12 | 10.37 |
| Consumer Defensive | 2.96 | 4.87 |
| Basic Materials | 3.31 | 4.48 |
| Financial Services | 23.76 | 21.42 |
| Real Estate | 1.61 | - |
| Healthcare | 5.7 | 3.27 |
| Consumer Cyclical | 8.47 | 1.37 |
| Utilities | 2.32 | 4.7 |
| Communication Services | 2.05 | 6.05 |
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