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
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 Risk | Moderately High Risk |
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 | -0.16% | -1.28% |
6 Month | 0.88% | -1.29% |
1 Year | 8.21% | 6.05% |
3 Year | 8.67% | 8.25% |
5 Year | 8.88% | 8.2% |
SIP Return Analysis
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | 4% |
1 Year | 4.79% | 1.1% |
3 Year | 9.73% | 8.69% |
5 Year | 9.55% | 8.27% |
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 | 3.977% | 4.909% |
Sharp | 0.591% | 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 |
Fund Manage | 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 | 30.31 | 64.24 |
Large Cap | 14.56 | 50.53 |
Mid Cap | 4.11 | 9.56 |
Small Cap | 1.34 | 6.86 |
Sector Allocation
Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 30.31 | 60.13 |
Telecom - Services | 0.85 | 1.31 |
Petroleum Products | 1.75 | 5.76 |
Electrical Equipment | 0.36 | 2.01 |
Pharmaceuticals & Biotechnology | 1.32 | 3.08 |
Cement & Cement Products | 0.49 | 1.9 |
Construction | 0.85 | 2.17 |
Finance | 0.92 | 4.22 |
Diversified FMCG | 0.67 | 2.13 |
Banks | 5.18 | 11.52 |
Agricultural, Commercial & Construction Vehicles | 0.45 | - |
Insurance | -0.01 | 0.88 |
Ferrous Metals | 0.2 | 1.67 |
IT - Software | 2.76 | 5.23 |
Industrial Products | 0.44 | - |
Auto Components | 0.56 | - |
Financial Technology (Fintech) | 0.34 | 1.12 |
Automobiles | 0.3 | 6.34 |
Industrial Manufacturing | 0.46 | 1.18 |
Transport Services | 0.41 | - |
Power | 1.04 | 5.06 |
Transport Infrastructure | -0.03 | 1.47 |
Consumer Durables | 0.7 | 1.46 |
IT - Services | - | 1.45 |
Retailing | - | 2.08 |
Non - Ferrous Metals | - | 0.47 |
Chemicals & Petrochemicals | - | 1.38 |
Realty | - | 3.05 |
Capital Markets | - | 0.68 |
Beverages | - | 1.26 |
Food Products | - | 1.23 |
Aerospace & Defense | - | 0.46 |
Leisure Services | - | 0.49 |
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