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Tata Equity Savings Fund -Regular Plan-Growth Option

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Mirae Asset Equity Savings Fund- Regular Plan- 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	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)	₹277 Cr	₹1732 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹99
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	0.24%	-0.28%
6 Month	2.81%	3.24%
1 Year	5.42%	6.85%
3 Year	9.81%	10.92%
5 Year	8.87%	10.63%

SIP Return Analysis

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month	1.61%	1.85%
1 Year	7.53%	10.55%
3 Year	9.2%	10.63%
5 Year	8.88%	10.24%

Rolling Lumpsum Returns

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year	7.02%	10.5%
3 Year	7.15%	11.12%
5 Year	6.97%	12.01%

Risk Management

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation	3.52%	5.43%
Sharp	0.79%	0.74%
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	32.38	37.67
Large Cap	60.4	49.14
Mid Cap	6.41	7.06
Small Cap	0.82	6.13

Sector Allocation

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Others	31.5	35
Communication Services	6.39	1.98
Energy	4.75	3.52
Industrials	10.48	5.64
Technology	3.78	4.93
Financial Services	23.89	21.69
Consumer Defensive	4.69	2.95
Healthcare	3.98	5.51
Basic Materials	4.27	6.56
Utilities	4.65	3.18
Consumer Cyclical	1.62	8
Real Estate	-	1.04

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