HSBC Equity Savings Fund vs Tata Equity Savings Fund compare

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Tata Equity Savings Fund -Regular Plan-Growth Option

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HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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	Low to Moderate Risk	Moderately High Risk
Asset Size (Cr)	₹250 Cr	₹646 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	-0.16%	-4.67%
6 Month	0.88%	-4.53%
1 Year	8.21%	9.06%
3 Year	8.67%	10.47%
5 Year	8.88%	11.22%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	HSBC Equity Savings Fund - Regular Growth
6 Month	-	-
1 Year	4.79%	-2.04%
3 Year	9.73%	11.05%
5 Year	9.55%	11.77%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	HSBC Equity Savings Fund - Regular Growth
1 Year	7.05%	8.17%
3 Year	7.05%	9.36%
5 Year	6.89%	8.3%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	3.977%	7.035%
Sharp	0.591%	0.671%
Beta	-	-
Alpha	-	-

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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	62.92
Large Cap	14.56	29.34
Mid Cap	4.11	27.33
Small Cap	1.34	14.96

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	HSBC Equity Savings Fund - Regular Growth
Others	30.31	62.92
Telecom - Services	0.85	-
Petroleum Products	1.75	2.67
Electrical Equipment	0.36	11.64
Pharmaceuticals & Biotechnology	1.32	2.01
Cement & Cement Products	0.49	-
Construction	0.85	0.37
Finance	0.92	2.39
Diversified FMCG	0.67	-
Banks	5.18	16.86
Agricultural, Commercial & Construction Vehicles	0.45	-
Insurance	-0.01	0.12
Ferrous Metals	0.2	2.53
IT - Software	2.76	1.12
Industrial Products	0.44	1.8
Auto Components	0.56	-
Financial Technology (Fintech)	0.34	1.96
Automobiles	0.3	1.42
Industrial Manufacturing	0.46	4.33
Transport Services	0.41	0.43
Power	1.04	0.98
Transport Infrastructure	-0.03	-
Consumer Durables	0.7	5.75
Realty	-	3.18
Capital Markets	-	4.07
Leisure Services	-	0.05
Aerospace & Defense	-	1.55
Gas	-	0.04
Retailing	-	6.34
Beverages	-	0.02