- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Equity Savings Fund -Regular Plan-Growth Option
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹268 Cr | ₹707 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2003 | 30 Aug 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | 59.93% | 387% |
| Expense Ratio | 1.13 | 1.64 |
| Manager | Sailesh Jain | V Srivatsa |
| ISIN Code | INF277K01907 | INF789F1A744 |
| 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 | UTI Equity Savings Fund - Growth charges 1.0% 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 | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.32% | -0.73% |
| 6 Month | 4.2% | 3.91% |
| 1 Year | 5.7% | 4.28% |
| 3 Year | 9.95% | 10.97% |
| 5 Year | 10.27% | 12.01% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.04% | 1.61% |
| 1 Year | 6.68% | 5.43% |
| 3 Year | 10.14% | 9.92% |
| 5 Year | 9.48% | 10.34% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.11% | 10.08% |
| 3 Year | 7.08% | 10.5% |
| 5 Year | 6.92% | 10.87% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.74% | 4.5% |
| Sharp | 1.09% | 1.44% |
| Beta | - | 0.94% |
| Alpha | - | 0.98% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sailesh Jain | V Srivatsa |
| Total AUM | ₹17041 Cr | ₹7921 Cr |
| Funds Managed | 7 | 3 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.53 | 35.27 |
| Large Cap | 58.7 | 61.69 |
| Mid Cap | 5.84 | 3.04 |
| Small Cap | 0.92 | - |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.7 | 33.75 |
| Communication Services | 6.35 | 3.52 |
| Energy | 5.48 | 5.35 |
| Industrials | 9.91 | 2.84 |
| Technology | 4.28 | 7.2 |
| Financial Services | 22.05 | 25.04 |
| Consumer Defensive | 4.45 | 1.27 |
| Healthcare | 3.23 | 2.11 |
| Basic Materials | 4.38 | 8.7 |
| Utilities | 4.7 | 2.4 |
| Consumer Cyclical | 1.45 | 7.83 |
Top Comparisons
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.87%
Axis Floater Fund - Regular Plan - Growth
3Y Returns8.11%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns16.67%
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns15.7%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.42%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.52%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.59%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.86%
