Edelweiss Equity Savings Fund vs Tata Equity Savings Fund compare

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Tata Equity Savings Fund -Regular Plan-Growth Option

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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	Low to Moderate	Moderate
Asset Size (Cr)	₹250 Cr	₹572 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	1.6
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	1.96%	2.29%
6 Month	0.95%	0.22%
1 Year	8.37%	9.06%
3 Year	8.65%	9.77%
5 Year	11.81%	12.07%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month	1.04%	1.04%
1 Year	4.95%	5.42%
3 Year	10.16%	10.92%
5 Year	9.64%	10.21%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year	7.05%	8.68%
3 Year	7.05%	8.78%
5 Year	6.89%	8.77%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation	4.048%	4.089%
Sharp	0.516%	0.716%
Beta	-	-
Alpha	-	-

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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
Funds Managed	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	34.75	34.35
Large Cap	55.69	46.78
Mid Cap	8.02	12.37
Small Cap	1.55	6.5

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	34.29	31.74
Communication Services	5.41	2.02
Energy	6.21	10.61
Industrials	12.58	8.32
Healthcare	4.33	3.58
Basic Materials	5.5	8.54
Financial Services	19.96	17.32
Consumer Defensive	2.97	1.94
Technology	3.32	3.67
Consumer Cyclical	0.83	9.31
Utilities	4.59	2.52
Real Estate	-	0.45