Mirae Asset Equity Savings Fund vs Tata Equity Savings Fund compare

Tata Equity Savings Fund -Regular Plan-Growth Option

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Mirae Asset Equity Savings Fund- Regular Plan- Growth

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Overview

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Fund	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Moderately High
Asset Size (Cr)	₹216 Cr	₹1353 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	18 Aug 2003	17 Dec 2018
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	Nifty Equity Savings Index
Turn Over	59.93%	620%
Expense Ratio	1.13	1.32
Manager	Sailesh Jain	Mahendra Kumar Jajoo
ISIN Code	INF277K01907	INF769K01EI5
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	Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Month	-0.47%	-1.06%
6 Month	1.64%	0.67%
1 Year	9.9%	9.4%
3 Year	8.39%	8.91%
5 Year	9.03%	11.17%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month	-	-
1 Year	7.41%	6.27%
3 Year	10.46%	11.04%
5 Year	9.96%	11.38%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year	6.98%	11.46%
3 Year	7.02%	11.28%
5 Year	6.87%	11.9%

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation	3.99%	5.04%
Sharp	0.72%	0.76%
Beta	0.82%	1%
Alpha	0.33%	0.74%

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Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Name	Sailesh Jain	Mahendra Kumar Jajoo
Total AUM	₹17041 Cr	₹8876 Cr
Fund Manage	7	4
	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Others	30.31	2.73
Large Cap	14.56	51.12
Mid Cap	4.11	8.85
Small Cap	1.34	6.29

Scheme Name	Tata Equity Savings Fund -Regular Plan-Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Others	30.31	2.73
Telecom - Services	0.85	2.23
Petroleum Products	1.75	2.74
Electrical Equipment	0.36	1.44
Pharmaceuticals & Biotechnology	1.32	4.42
Cement & Cement Products	0.49	1.49
Construction	0.85	1.53
Finance	0.92	3.22
Diversified FMCG	0.67	1.58
Banks	5.18	12.09
Agricultural, Commercial & Construction Vehicles	0.45	0.55
Insurance	-0.01	1.2
Ferrous Metals	0.2	2.04
IT - Software	2.76	7.49
Industrial Products	0.44	0.45
Auto Components	0.56	0.41
Financial Technology (Fintech)	0.34	0.18
Automobiles	0.3	4.9
Industrial Manufacturing	0.46	-
Transport Services	0.41	0.62
Power	1.04	2.53
Transport Infrastructure	-0.03	0.63
Consumer Durables	0.7	2.75
Personal Products	-	0.56
Retailing	-	1
Textiles & Apparels	-	0.29
Non - Ferrous Metals	-	0.4
Aerospace & Defense	-	1.6
Gas	-	1.05
Capital Markets	-	1.24
Beverages	-	0.17
Diversified Metals	-	0.44
Oil	-	0.65
Realty	-	1.67
Healthcare Services	-	0.64
Consumable Fuels	-	1.52
Fertilizers & Agrochemicals	-	0.1
Chemicals & Petrochemicals	-	0.28
Leisure Services	-	0.16