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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) | ₹266 Cr | ₹671 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 | 0.53% | 2.65% |
| 6 Month | 5.35% | 12.87% |
| 1 Year | 5.37% | 5.37% |
| 3 Year | 9.64% | 13.44% |
| 5 Year | 9.97% | 13.61% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.49% | 5.93% |
| 1 Year | 6.82% | 12.93% |
| 3 Year | 9.63% | 14.04% |
| 5 Year | 9.08% | 12.76% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.1% | 8.03% |
| 3 Year | 7.1% | 9.53% |
| 5 Year | 6.94% | 8.45% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.69% | 7.31% |
| Sharp | 0.72% | 0.84% |
| Beta | - | - |
| Alpha | - | - |
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 | 35.45 | 38.05 |
| Large Cap | 58.29 | 38.37 |
| Mid Cap | 5.47 | 17.46 |
| Small Cap | 0.78 | 6.12 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 34.67 | 32.02 |
| Communication Services | 6.05 | 1.9 |
| Energy | 5.08 | 1.94 |
| Industrials | 10.37 | 10.18 |
| Technology | 3.72 | 2.64 |
| Financial Services | 21.42 | 26.43 |
| Consumer Defensive | 4.87 | 3.1 |
| Healthcare | 3.27 | 7.89 |
| Basic Materials | 4.48 | 1.29 |
| Utilities | 4.7 | 1.55 |
| Consumer Cyclical | 1.37 | 11.01 |
| Real Estate | - | 0.05 |
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