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Tata Equity Savings Fund -Regular Plan-Growth Option
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹270 Cr | ₹1670 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2003 | 17 Dec 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | Nifty Equity Savings Index |
| Turn Over | 59.93% | 620% |
| Expense Ratio | 1.13 | 1.32 |
| Manager | Sailesh Jain | Mahendra Kumar Jajoo |
| ISIN Code | INF277K01907 | INF769K01EI5 |
| 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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Month | 1.12% | 1.75% |
| 6 Month | 3.2% | 5.6% |
| 1 Year | 6.34% | 8.17% |
| 3 Year | 9.81% | 11.28% |
| 5 Year | 9.94% | 12.12% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 0.48% | 0.82% |
| 1 Year | 4.96% | 7.66% |
| 3 Year | 8.63% | 9.96% |
| 5 Year | 8.54% | 9.87% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 7.06% | 10.79% |
| 3 Year | 7.13% | 11.06% |
| 5 Year | 6.95% | 12.06% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 3.55% | 5.45% |
| Sharp | 0.83% | 0.80% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Name | Sailesh Jain | Mahendra Kumar Jajoo |
| Total AUM | ₹17041 Cr | ₹8876 Cr |
| Funds Managed | 7 | 4 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 35.11 | 35.9 |
| Large Cap | 58.04 | 50.05 |
| Mid Cap | 6.07 | 7.18 |
| Small Cap | 0.77 | 6.87 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 34.33 | 33.76 |
| Communication Services | 5.89 | 2.19 |
| Energy | 4.39 | 3.9 |
| Industrials | 9.91 | 6.02 |
| Technology | 3.51 | 4.27 |
| Financial Services | 22.66 | 20.53 |
| Consumer Defensive | 4.81 | 3.19 |
| Healthcare | 3.82 | 5.55 |
| Basic Materials | 4.32 | 6.79 |
| Utilities | 4.74 | 3.79 |
| Consumer Cyclical | 1.62 | 8.88 |
| Real Estate | - | 1.12 |
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