Edelweiss Equity Savings Fund vs Tata Equity Savings Fund compare
Tata Equity Savings Fund -Regular Plan-Growth Option
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹216 Cr | ₹539 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Aug 2003 | 13 Oct 2014 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 87% |
| Expense Ratio | 1.13 | 1.59 |
| Manager | Sailesh Jain | Dhawal Dalal |
| ISIN Code | INF277K01907 | INF843K01KG9 |
| 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 | Data not available./365 |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.65% | 1.87% |
| 6 Month | 4.29% | 4.72% |
| 1 Year | 12.34% | 13.26% |
| 3 Year | 9.13% | 9.57% |
| 5 Year | 9.47% | 10.72% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.68% | 12.1% |
| 3 Year | 11.73% | 12.4% |
| 5 Year | 10.68% | 11.26% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.98% | 8.56% |
| 3 Year | 7.02% | 8.69% |
| 5 Year | 6.87% | 8.49% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 3.99% | 3.86% |
| Sharp | 0.72% | 0.63% |
| Beta | 0.82% | 0.23% |
| Alpha | 0.33% | 1.16% |
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| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sailesh Jain | Dhawal Dalal |
| Total AUM | ₹17041 Cr | ₹25974 Cr |
| Fund Manage | 7 | 12 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.31 | 35.98 |
| Large Cap | 14.56 | 43.95 |
| Mid Cap | 4.11 | 15.51 |
| Small Cap | 1.34 | 4.55 |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.31 | 56.09 |
| Telecom - Services | 0.85 | - |
| Petroleum Products | 1.75 | - |
| Electrical Equipment | 0.36 | - |
| Pharmaceuticals & Biotechnology | 1.32 | - |
| Cement & Cement Products | 0.49 | - |
| Construction | 0.85 | 1.57 |
| Finance | 0.92 | - |
| Diversified FMCG | 0.67 | - |
| Banks | 5.18 | - |
| Agricultural, Commercial & Construction Vehicles | 0.45 | - |
| Insurance | -0.01 | - |
| Ferrous Metals | 0.2 | - |
| IT - Software | 2.76 | - |
| Industrial Products | 0.44 | - |
| Auto Components | 0.56 | - |
| Financial Technology (Fintech) | 0.34 | - |
| Automobiles | 0.3 | - |
| Industrial Manufacturing | 0.46 | - |
| Transport Services | 0.41 | - |
| Power | 1.04 | - |
| Transport Infrastructure | -0.03 | - |
| Consumer Durables | 0.7 | - |
| Financial | - | 8.36 |
| Textiles | - | 0.17 |
| Automobile | - | 2.04 |
| Healthcare | - | 1.85 |
| Services | - | 2.52 |
| Metals & Mining | - | 0.38 |
| Energy | - | 2.58 |
| Materials | - | 0.9 |
| Capital Goods | - | 0.67 |
| Communication | - | 0.96 |
| Sovereign | - | 15.22 |
| Technology | - | 2.13 |
| Consumer Staples | - | 1.65 |
| Chemicals | - | 0.47 |
| Unclassified | - | 2.43 |
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