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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) | ₹277 Cr | ₹794 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 | 0.09% | 0.69% |
| 6 Month | 2.79% | 3.91% |
| 1 Year | 5.68% | 7.33% |
| 3 Year | 9.77% | 10.73% |
| 5 Year | 8.82% | 10.65% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.61% | 2.9% |
| 1 Year | 7.53% | 10.2% |
| 3 Year | 9.2% | 9.75% |
| 5 Year | 8.88% | 10.03% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.01% | 8.41% |
| 3 Year | 7.16% | 10.61% |
| 5 Year | 6.97% | 11.12% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.52% | 4.5% |
| Sharp | 0.79% | 1.09% |
| Beta | - | 0.99% |
| Alpha | - | 0.77% |
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 | 32.38 | 35.58 |
| Large Cap | 60.4 | 61.39 |
| Mid Cap | 6.41 | 3.03 |
| Small Cap | 0.82 | - |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.5 | 28.43 |
| Communication Services | 6.39 | 2.86 |
| Energy | 4.75 | 5.07 |
| Industrials | 10.48 | 4.9 |
| Technology | 3.78 | 6.4 |
| Financial Services | 23.89 | 25.59 |
| Consumer Defensive | 4.69 | 1.82 |
| Healthcare | 3.98 | 2.21 |
| Basic Materials | 4.27 | 7.67 |
| Utilities | 4.65 | 2.22 |
| Consumer Cyclical | 1.62 | 9.19 |
| Real Estate | - | 3.64 |
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