HDFC Equity Savings Fund vs Tata Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
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 | 1.03% | 0.62% |
6 Month | 7.62% | 7.13% |
1 Year | 18.35% | 16.57% |
3 Year | 11.1% | 9.24% |
5 Year | 12.04% | 9.71% |
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.72% | 7.44% |
3 Year | 19.76% | 17.25% |
5 Year | 36.61% | 29% |
Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
1 Year | 11.81% | 9.56% |
3 Year | 28.99% | 23.27% |
5 Year | 38.18% | 31.36% |
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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Get Free Experts GuidanceScheme 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 | 32.91 | 31.53 |
Large Cap | 57.84 | 54.06 |
Mid Cap | 5.2 | 11.87 |
Small Cap | 4.05 | 2.49 |
Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Tata Equity Savings Fund -Regular Plan-Growth Option |
---|---|---|
Others | 41.4 | 47.79 |
Financial | 19.39 | 8.65 |
Consumer Staples | 1.38 | 2.22 |
Automobile | 2.2 | 1.64 |
Consumer Discretionary | 0.23 | - |
Sovereign | 10.69 | 6.7 |
Services | 1.7 | 1.78 |
Construction | 3.45 | 2.01 |
Communication | 4.26 | 1.82 |
Metals & Mining | 1.1 | - |
Technology | 2.48 | 3.25 |
Energy | 5.12 | 5.12 |
Healthcare | 3.01 | 2.05 |
Capital Goods | 1.76 | 6.77 |
Materials | 0.93 | 0.58 |
Insurance | 0.24 | 1.17 |
Chemicals | 0.66 | - |
Unclassified | - | 8.4 |
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