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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
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 | Moderately High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.6% | 2.45% |
| 6 Month | 0.6% | -5.33% |
| 1 Year | 8.05% | 8.33% |
| 3 Year | 8.53% | 10.14% |
| 5 Year | 11.74% | 15.39% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.04% | -4.7% |
| 1 Year | 4.95% | -4.31% |
| 3 Year | 10.16% | 11.03% |
| 5 Year | 9.64% | 11.52% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.048% | 7.536% |
| Sharp | 0.516% | 0.463% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 7 | 9 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 34.75 | 30.31 |
| Large Cap | 55.69 | 30.87 |
| Mid Cap | 8.02 | 27.88 |
| Small Cap | 1.55 | 10.93 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 34.29 | 30.31 |
| Communication Services | 5.41 | - |
| Energy | 6.21 | 2.24 |
| Industrials | 12.58 | 11.69 |
| Healthcare | 4.33 | 1.82 |
| Basic Materials | 5.5 | 1.25 |
| Financial Services | 19.96 | 35.89 |
| Consumer Defensive | 2.97 | 0.02 |
| Technology | 3.32 | 6.08 |
| Consumer Cyclical | 0.83 | 9.62 |
| Utilities | 4.59 | 1.03 |
| Real Estate | - | 0.04 |
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