Axis Equity Saver Fund vs Tata Equity Savings Fund compare

Tata Equity Savings Fund -Regular Plan-Growth Option

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Axis Equity Savings Fund - Regular Plan - Growth

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Overview

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Fund	Tata Equity Savings Fund -Regular Plan-Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderately High
Asset Size (Cr)	₹216 Cr	₹1020 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	18 Aug 2003	14 Aug 2015
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	59.93%	34.8%
Expense Ratio	1.13	2.24
Manager	Sailesh Jain	Hardik Shah
ISIN Code	INF277K01907	INF846K01VO3
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	Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
1 Month	-0.47%	-1.02%
6 Month	1.64%	0.57%
1 Year	9.9%	8.64%
3 Year	8.39%	7.79%
5 Year	9.03%	9.45%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	-	-
1 Year	7.41%	5.55%
3 Year	10.46%	10.61%
5 Year	9.96%	10.23%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
1 Year	6.98%	8.75%
3 Year	7.02%	8.73%
5 Year	6.87%	8.82%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation	3.99%	5.7%
Sharp	0.72%	0.52%
Beta	0.82%	1.14%
Alpha	0.33%	-0.71%

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Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Name	Sailesh Jain	Hardik Shah
Total AUM	₹17041 Cr	₹0 Cr
Fund Manage	7	12
	Tata Equity Savings Fund -Regular Plan-Growth Option	Axis Equity Savings Fund - Regular Plan - Growth

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Others	30.31	1.73
Large Cap	14.56	55.47
Mid Cap	4.11	5.48
Small Cap	1.34	6.58

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Others	30.31	1.73
Telecom - Services	0.85	2.41
Petroleum Products	1.75	8.16
Electrical Equipment	0.36	0.35
Pharmaceuticals & Biotechnology	1.32	4.21
Cement & Cement Products	0.49	1.52
Construction	0.85	3.6
Finance	0.92	2.56
Diversified FMCG	0.67	2.63
Banks	5.18	15.89
Agricultural, Commercial & Construction Vehicles	0.45	-
Insurance	-0.01	1.57
Ferrous Metals	0.2	2.53
IT - Software	2.76	6.28
Industrial Products	0.44	0.16
Auto Components	0.56	2.05
Financial Technology (Fintech)	0.34	-
Automobiles	0.3	2.23
Industrial Manufacturing	0.46	0.29
Transport Services	0.41	-
Power	1.04	1.82
Transport Infrastructure	-0.03	-
Consumer Durables	0.7	1.23
Personal Products	-	0.38
Capital Markets	-	0.01
Healthcare Services	-	0.94
Non - Ferrous Metals	-	1.16
Aerospace & Defense	-	0.13
Commercial Services & Supplies	-	0.87
Diversified Metals	-	0.63
Oil	-	0.26
Food Products	-	0.47
Realty	-	0.82
Chemicals & Petrochemicals	-	0.17
Leisure Services	-	0.03
Consumable Fuels	-	0.22
Fertilizers & Agrochemicals	-	0.19
Retailing	-	0.9
Beverages	-	0.86