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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) | ₹268 Cr | ₹1507 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 | -0.32% | -0.3% |
| 6 Month | 4.2% | 6.8% |
| 1 Year | 5.7% | 6.4% |
| 3 Year | 9.95% | 11.41% |
| 5 Year | 10.27% | 12.71% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 2.04% | 3.67% |
| 1 Year | 6.68% | 9.4% |
| 3 Year | 10.14% | 11.7% |
| 5 Year | 9.48% | 11.05% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 7.11% | 11.15% |
| 3 Year | 7.08% | 10.98% |
| 5 Year | 6.92% | 11.87% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 3.74% | 5.73% |
| Sharp | 1.09% | 1.05% |
| Beta | - | - |
| Alpha | - | - |
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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 | 34.53 | 33.65 |
| Large Cap | 58.7 | 52.54 |
| Mid Cap | 5.84 | 6.23 |
| Small Cap | 0.92 | 7.59 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 33.7 | 31.86 |
| Communication Services | 6.35 | 2.42 |
| Energy | 5.48 | 4.52 |
| Industrials | 9.91 | 7.25 |
| Technology | 4.28 | 5.04 |
| Financial Services | 22.05 | 21.03 |
| Consumer Defensive | 4.45 | 2.76 |
| Healthcare | 3.23 | 5.25 |
| Basic Materials | 4.38 | 6.26 |
| Utilities | 4.7 | 3.88 |
| Consumer Cyclical | 1.45 | 8.44 |
| Real Estate | - | 1.29 |
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