Link copied to clipboard!

Tata Equity Savings Fund -Regular Plan-Growth Option

Invest Now

HSBC Equity Savings Fund - Regular Growth

Invest Now

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)	₹270 Cr	₹723 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	1.12%	0.62%
6 Month	3.2%	8.66%
1 Year	6.34%	5.98%
3 Year	9.81%	13.53%
5 Year	9.94%	13.55%

SIP Return Analysis

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	HSBC Equity Savings Fund - Regular Growth
6 Month	0.42%	2.67%
1 Year	4.88%	9.87%
3 Year	8.56%	12.28%
5 Year	8.53%	11.83%

Rolling Lumpsum Returns

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Year	7.06%	7.91%
3 Year	7.13%	9.59%
5 Year	6.95%	8.48%

Risk Management

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	3.55%	7.29%
Sharp	0.83%	0.89%
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	35.11	38.94
Large Cap	58.04	36.57
Mid Cap	6.07	17.79
Small Cap	0.77	6.7

Sector Allocation

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	HSBC Equity Savings Fund - Regular Growth
Others	34.33	31.45
Communication Services	5.89	5.32
Energy	4.39	1.73
Industrials	9.91	7.55
Technology	3.51	5.12
Financial Services	22.66	25.49
Consumer Defensive	4.81	2.93
Healthcare	3.82	7.72
Basic Materials	4.32	2.8
Utilities	4.74	1.38
Consumer Cyclical	1.62	8.47
Real Estate	-	0.04

Top Comparisons

PGIM India Liquid Fund - Growth

3Y Returns6.98%

VS

UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.99%

Compare Now

Nippon India Gold Savings Fund-Growth plan- Growth Option

3Y Returns31.76%

VS

Aditya Birla Sun Life Gold Fund-Growth

3Y Returns31.63%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns16.73%

VS

Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns13.87%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns17.53%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully