HSBC Equity Savings Fund vs Tata Equity Savings Fund compare
Tata Equity Savings Fund -Regular Plan-Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹216 Cr | ₹548 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2003 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 75% |
| Expense Ratio | 1.13 | 1.51 |
| Manager | Sailesh Jain | Mahesh A Chhabria |
| ISIN Code | INF277K01907 | INF917K01AA5 |
| Exits Load | 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 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.09% | 5.64% |
| 6 Month | 3.72% | 7.76% |
| 1 Year | 11.72% | 23.46% |
| 3 Year | 9.08% | 14.01% |
| 5 Year | 9.27% | 13.71% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.63% | 22.83% |
| 3 Year | 11.11% | 18.92% |
| 5 Year | 10.38% | 16.34% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.98% | 8% |
| 3 Year | 7.02% | 9.28% |
| 5 Year | 6.87% | 8.14% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 3.99% | 4.64% |
| Sharp | 0.72% | 1.25% |
| Beta | 0.82% | 0.78% |
| Alpha | 0.33% | 3.82% |
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| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Sailesh Jain | Mahesh A Chhabria |
| Total AUM | ₹17041 Cr | ₹15021 Cr |
| Fund Manage | 7 | 9 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 30.31 | 31.55 |
| Large Cap | 14.56 | 30.66 |
| Mid Cap | 4.11 | 18.54 |
| Small Cap | 1.34 | 19.25 |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 30.31 | 1.65 |
| Telecom - Services | 0.85 | - |
| Petroleum Products | 1.75 | - |
| Electrical Equipment | 0.36 | - |
| Pharmaceuticals & Biotechnology | 1.32 | - |
| Cement & Cement Products | 0.49 | - |
| Construction | 0.85 | 8.61 |
| Finance | 0.92 | - |
| Diversified FMCG | 0.67 | - |
| Banks | 5.18 | - |
| Agricultural, Commercial & Construction Vehicles | 0.45 | - |
| Insurance | -0.01 | - |
| Ferrous Metals | 0.2 | - |
| IT - Software | 2.76 | - |
| Industrial Products | 0.44 | - |
| Auto Components | 0.56 | - |
| Financial Technology (Fintech) | 0.34 | - |
| Automobiles | 0.3 | - |
| Industrial Manufacturing | 0.46 | - |
| Transport Services | 0.41 | - |
| Power | 1.04 | - |
| Transport Infrastructure | -0.03 | - |
| Consumer Durables | 0.7 | - |
| Sovereign | - | 13.5 |
| Capital Goods | - | 23.15 |
| Technology | - | 3.27 |
| Financial | - | 20.73 |
| Services | - | 9.17 |
| Materials | - | 2.54 |
| Energy | - | 0.72 |
| Metals & Mining | - | 6.34 |
| Consumer Staples | - | 4.31 |
| Communication | - | 0.35 |
| Chemicals | - | 2.13 |
| Healthcare | - | 0.15 |
| Consumer Discretionary | - | 3.29 |
| Automobile | - | 0.09 |
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