Baroda BNP Paribas Equity Savings Fund vs Tata Equity Savings Fund compare

Tata Equity Savings Fund -Regular Plan-Growth Option

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

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	Moderate	Moderately High
Asset Size (Cr)	₹156 Cr	₹239 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	26 Apr 1997	10 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	1.11	2.5
Manager	Sailesh Jain	Miten Vora
ISIN Code	INF277K01907	INF955L01II9
Exits Load	For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365	Exit load of 1%, if redeemed within 30 days./365

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Month	0.62%	1.55%
6 Month	7.13%	8.3%
1 Year	16.57%	17.59%
3 Year	9.24%	9.57%
5 Year	9.71%	9.63%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
6 Month	-	4%
1 Year	7.44%	8.19%
3 Year	17.25%	19.28%
5 Year	29%	28.99%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
1 Year	9.56%	8.81%
3 Year	23.27%	21.49%
5 Year	31.36%	28.72%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Standard Deviation	3.99%	4.56%
Sharp	0.72%	0.59%
Beta	0.82%	0.89%
Alpha	0.33%	-0.14%

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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
Fund Manage	7	6
	Tata Equity Savings Fund -Regular Plan-Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Others	31.53	-34.16
Large Cap	54.06	57.16
Mid Cap	11.87	6.42
Small Cap	2.49	3.65

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Others	47.79	-36.36
Materials	0.58	-
Construction	2.01	2.01
Communication	1.82	-
Unclassified	8.4	-
Healthcare	2.05	-
Services	1.78	-
Consumer Staples	2.22	-
Financial	8.65	-
Sovereign	6.7	-
Capital Goods	6.77	-
Technology	3.25	-
Energy	5.12	-
Insurance	1.17	0.33
Automobile	1.64	-
Petroleum Products	-	5.33
Banks	-	13.88
Power	-	5.01
Automobiles	-	4.9
Cement & Cement Products	-	2.53
Non - Ferrous Metals	-	2.46
Ferrous Metals	-	2.25
Realty	-	2.96
Diversified FMCG	-	2.56
Transport Infrastructure	-	1.89
Finance	-	3.39
IT - Software	-	5.32
Telecom - Services	-	1.6
Food Products	-	1.12
Retailing	-	2.03
Electrical Equipment	-	1.84
Industrial Manufacturing	-	1.09
Pharmaceuticals & Biotechnology	-	2.14
Financial Technology (Fintech)	-	0.87
Personal Products	-	0.55
Consumer Durables	-	0.99
Aerospace & Defense	-	0.51
Agricultural, Commercial & Construction Vehicles	-	0.51
Capital Markets	-	0.45
Chemicals & Petrochemicals	-	0.42
Leisure Services	-	0.49