Mirae Asset Equity Savings Fund vs Tata Equity Savings Fund compare
Tata Equity Savings Fund -Regular Plan-Growth Option
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
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 | Low to Moderate | Moderately High |
Asset Size (Cr) | ₹250 Cr | ₹1371 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 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Month | 2.06% | 4.14% |
6 Month | 0.89% | -1.56% |
1 Year | 8.86% | 9.04% |
3 Year | 9.02% | 10.07% |
5 Year | 11.53% | 14.68% |
SIP Return Analysis
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 1.04% | 0.54% |
1 Year | 4.95% | 3.52% |
3 Year | 10.16% | 10.6% |
5 Year | 9.64% | 10.77% |
Rolling Lumpsum Returns
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 7.05% | 11.5% |
3 Year | 7.05% | 11.11% |
5 Year | 6.89% | 11.78% |
Risk Management
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 4.048% | 5.742% |
Sharp | 0.516% | 0.406% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Funds Managed | 7 | 4 |
Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 34.75 | 30.93 |
Large Cap | 55.69 | 53.76 |
Mid Cap | 8.02 | 7.48 |
Small Cap | 1.55 | 7.82 |
Sector Allocation
Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 34.29 | 29.65 |
Communication Services | 5.41 | 2.23 |
Energy | 6.21 | 4.71 |
Industrials | 12.58 | 7 |
Healthcare | 4.33 | 6.04 |
Basic Materials | 5.5 | 5.93 |
Financial Services | 19.96 | 20.06 |
Consumer Defensive | 2.97 | 2.66 |
Technology | 3.32 | 8.79 |
Consumer Cyclical | 0.83 | 7.7 |
Utilities | 4.59 | 3.68 |
Real Estate | - | 1.56 |
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