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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| 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 | 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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