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Tata Equity Savings Fund -Regular Plan-Growth Option

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HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

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

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)	₹278 Cr	₹786 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	-0.5%	-0.36%
6 Month	1.92%	3.38%
1 Year	6.19%	8.32%
3 Year	9.95%	13.58%
5 Year	8.74%	11.67%

SIP Return Analysis

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	HSBC Equity Savings Fund - Regular Growth
6 Month	0.44%	-2.16%
1 Year	4.44%	3.8%
3 Year	8.12%	9.07%
5 Year	8.4%	10.2%

Rolling Lumpsum Returns

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Year	7%	7.75%
3 Year	7.16%	9.8%
5 Year	6.98%	8.56%

Risk Management

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	3.99%	4.64%
Sharp	1.18%	1.01%
Beta	0.79%	0.86%
Alpha	0.79%	3.87%

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	32.91	38.57
Large Cap	59.84	42.83
Mid Cap	6.5	12.16
Small Cap	0.75	6.45

Sector Allocation

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	HSBC Equity Savings Fund - Regular Growth
Others	31.89	27.74
Communication Services	6.41	4.95
Energy	4.9	1.68
Industrials	10.31	12.13
Financial Services	29.36	27.35
Consumer Defensive	0.65	3.05
Healthcare	4.06	4.39
Basic Materials	4.14	1.53
Utilities	4.4	1.16
Technology	2.2	4.66
Consumer Cyclical	1.68	11.37

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