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Tata Equity Savings Fund -Regular Plan-Growth Option
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹250 Cr | ₹249 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2003 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 486% |
| Expense Ratio | 1.13 | 2.48 |
| Manager | Sailesh Jain | Miten Vora |
| ISIN Code | INF277K01907 | INF955L01II9 |
| 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.6% | 2.63% |
| 6 Month | 0.6% | -2.68% |
| 1 Year | 8.05% | 5.61% |
| 3 Year | 8.53% | 8.17% |
| 5 Year | 11.74% | 9.81% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.04% | -0.61% |
| 1 Year | 4.95% | 1.52% |
| 3 Year | 10.16% | 9.16% |
| 5 Year | 9.64% | 8.47% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.05% | 9.78% |
| 3 Year | 7.05% | 7.92% |
| 5 Year | 6.89% | 9.26% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.048% | 4.909% |
| Sharp | 0.516% | 0.464% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Miten Vora |
| Total AUM | ₹17041 Cr | ₹6478 Cr |
| Funds Managed | 7 | 6 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.75 | 31.01 |
| Large Cap | 55.69 | 53.66 |
| Mid Cap | 8.02 | 8.91 |
| Small Cap | 1.55 | 6.42 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.29 | 29.93 |
| Communication Services | 5.41 | 1.83 |
| Energy | 6.21 | 5.99 |
| Industrials | 12.58 | 8.08 |
| Healthcare | 4.33 | 3.53 |
| Basic Materials | 5.5 | 5.74 |
| Financial Services | 19.96 | 19.19 |
| Consumer Defensive | 2.97 | 2.86 |
| Technology | 3.32 | 6.16 |
| Consumer Cyclical | 0.83 | 9.85 |
| Utilities | 4.59 | 4.9 |
| Real Estate | - | 1.95 |
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