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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
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 | Low to Moderate |
| Asset Size (Cr) | ₹5584 Cr | ₹250 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹300 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 18 Aug 2003 |
| 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 | 1.89 | 1.13 |
| Manager | Anil Bamboli | Sailesh Jain |
| ISIN Code | INF179K01AM7 | INF277K01907 |
| Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 2.23% | 1.6% |
| 6 Month | -2.4% | 0.6% |
| 1 Year | 5.04% | 8.05% |
| 3 Year | 9.05% | 8.53% |
| 5 Year | 14.15% | 11.74% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -0.16% | 1.04% |
| 1 Year | 1.31% | 4.95% |
| 3 Year | 9.59% | 10.16% |
| 5 Year | 10.53% | 9.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 8.6% | 7.05% |
| 3 Year | 9.9% | 7.05% |
| 5 Year | 9.44% | 6.89% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.946% | 4.048% |
| Sharp | 0.518% | 0.516% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 12 | 7 |
| HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 33.86 | 34.75 |
| Large Cap | 58.5 | 55.69 |
| Small Cap | 4.14 | 1.55 |
| Mid Cap | 3.5 | 8.02 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 33.83 | 34.29 |
| Energy | 6.35 | 6.21 |
| Technology | 5.68 | 3.32 |
| Industrials | 5.1 | 12.58 |
| Consumer Defensive | 4.67 | 2.97 |
| Basic Materials | 3.37 | 5.5 |
| Financial Services | 19.87 | 19.96 |
| Healthcare | 4.94 | 4.33 |
| Consumer Cyclical | 11.74 | 0.83 |
| Communication Services | 1.81 | 5.41 |
| Utilities | 2.63 | 4.59 |
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