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) | ₹156 Cr | ₹439 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 26 Apr 1997 | 05 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 | 1.11 | 1.56 |
| Manager | Sailesh Jain | Dhawal Dalal |
| ISIN Code | INF277K01907 | INF843K01KG9 |
| 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 0.25%, if redeemed within 30 days./365 |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.62% | 1.46% |
| 6 Month | 7.13% | 8.36% |
| 1 Year | 16.57% | 17.47% |
| 3 Year | 9.24% | 9.74% |
| 5 Year | 9.71% | 11.2% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.44% | 7.57% |
| 3 Year | 17.25% | 18.17% |
| 5 Year | 29% | 31.29% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.56% | 10.33% |
| 3 Year | 23.27% | 24.66% |
| 5 Year | 31.36% | 33.06% |
| 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% | 0.76% |
| Beta | 0.82% | 0.73% |
| Alpha | 0.33% | 0.63% |
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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 | 31.53 | 35.98 |
| Large Cap | 54.06 | 43.95 |
| Small Cap | 2.49 | 4.55 |
| Mid Cap | 11.87 | 15.51 |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 47.79 | 56.09 |
| Financial | 8.65 | 8.36 |
| Consumer Staples | 2.22 | 1.65 |
| Technology | 3.25 | 2.13 |
| Materials | 0.58 | 0.9 |
| Communication | 1.82 | 0.96 |
| Construction | 2.01 | 1.57 |
| Services | 1.78 | 2.52 |
| Healthcare | 2.05 | 1.85 |
| Sovereign | 6.7 | 15.22 |
| Energy | 5.12 | 2.58 |
| Capital Goods | 6.77 | 0.67 |
| Automobile | 1.64 | 2.04 |
| Insurance | 1.17 | - |
| Unclassified | 8.4 | 2.43 |
| Textiles | - | 0.17 |
| Metals & Mining | - | 0.38 |
| Chemicals | - | 0.47 |
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