HDFC Equity Savings Fund vs Tata Equity Savings Fund compare

HDFC Equity Savings Fund - GROWTH PLAN

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Tata Equity Savings Fund -Regular Plan-Growth Option

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Overview

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
Fund	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderate
Asset Size (Cr)	₹4611 Cr	₹156 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹300	₹100
Min Addl Investment	₹100	₹1000
Launch Date	05 Sep 2004	26 Apr 1997
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	27.79%	59.93%
Expense Ratio	1.92	1.11
Manager	Anil Bamboli	Sailesh Jain
ISIN Code	INF179K01AM7	INF277K01907
Exits Load	Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365	For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month	-1.95%	-0.54%
6 Month	3.87%	4.53%
1 Year	14.02%	14.32%
3 Year	9.39%	8.21%
5 Year	10.97%	9.08%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	-	-
1 Year	10.47%	11.23%
3 Year	12.22%	11.17%
5 Year	12.39%	10.38%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year	8.56%	6.98%
3 Year	9.9%	7.02%
5 Year	9.43%	6.87%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	4.68%	3.99%
Sharp	0.9%	0.72%
Beta	0.88%	0.82%
Alpha	1.46%	0.33%

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Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
Name	Anil Bamboli	Sailesh Jain
Total AUM	₹135442 Cr	₹17041 Cr
Fund Manage	12	7
	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	31.73	31.53
Large Cap	56.66	54.06
Mid Cap	6.39	11.87
Small Cap	5.22	2.49

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	31.73	47.79
Petroleum Products	2.82	-
IT - Software	3.06	-
Construction	1.79	2.01
Finance	1.58	-
Ferrous Metals	2.51	-
Diversified FMCG	2.24	-
Non - Ferrous Metals	0.6	-
Banks	18.84	-
Realty	1.58	-
Pharmaceuticals & Biotechnology	5.1	-
Automobiles	5.46	-
Aerospace & Defense	0.42	-
Cement & Cement Products	0.36	-
Fertilizers & Agrochemicals	0.51	-
Power	3.48	-
Insurance	1.32	1.17
Entertainment	0.22	-
Agricultural Food & other Products	0.02	-
Agricultural, Commercial & Construction Vehicles	1.97	-
Oil	0.36	-
Consumer Durables	3.57	-
Telecom - Services	1.57	-
Auto Components	0.83	-
Healthcare Services	0.53	-
Chemicals & Petrochemicals	0.19	-
Transport Infrastructure	2.77	-
Consumable Fuels	0.48	-
Beverages	4.09	-
Financial	-	8.65
Consumer Staples	-	2.22
Technology	-	3.25
Materials	-	0.58
Communication	-	1.82
Services	-	1.78
Healthcare	-	2.05
Sovereign	-	6.7
Energy	-	5.12
Capital Goods	-	6.77
Automobile	-	1.64
Unclassified	-	8.4