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Tata Equity Savings Fund -Regular Plan-Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹268 Cr | ₹649 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2003 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 75% |
| Expense Ratio | 1.13 | 1.51 |
| Manager | Sailesh Jain | Mahesh A Chhabria |
| ISIN Code | INF277K01907 | INF917K01AA5 |
| 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 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.32% | -0.02% |
| 6 Month | 4.2% | 4.79% |
| 1 Year | 5.7% | 2.24% |
| 3 Year | 9.95% | 12.75% |
| 5 Year | 10.27% | 13.59% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.04% | 4.09% |
| 1 Year | 6.68% | 4.81% |
| 3 Year | 10.14% | 12.37% |
| 5 Year | 9.48% | 11.92% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.11% | 8.13% |
| 3 Year | 7.08% | 9.47% |
| 5 Year | 6.92% | 8.41% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.74% | 7.32% |
| Sharp | 1.09% | 0.92% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Sailesh Jain | Mahesh A Chhabria |
| Total AUM | ₹17041 Cr | ₹15021 Cr |
| Funds Managed | 7 | 9 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 34.53 | 33.9 |
| Large Cap | 58.7 | 41.07 |
| Mid Cap | 5.84 | 17.72 |
| Small Cap | 0.92 | 7.32 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 33.7 | 31.57 |
| Communication Services | 6.35 | 2.01 |
| Energy | 5.48 | 2.11 |
| Industrials | 9.91 | 8.18 |
| Technology | 4.28 | 2.16 |
| Financial Services | 22.05 | 28.35 |
| Consumer Defensive | 4.45 | 3.67 |
| Healthcare | 3.23 | 5.13 |
| Basic Materials | 4.38 | 1.35 |
| Utilities | 4.7 | 1.64 |
| Consumer Cyclical | 1.45 | 13.76 |
| Real Estate | - | 0.04 |
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