Nippon India Equity Savings Fund vs Tata Equity Savings Fund compare

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tortoise-icon Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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tortoise-icon Tata Equity Savings Fund -Regular Plan-Growth Option

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Chart Comparison

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

Overview

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Tata Equity Savings Fund -Regular Plan-Growth Option
Fund Nippon India Equity Savings Fund- Growth Plan- Bonus Option Tata Equity Savings Fund -Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹481 Cr ₹156 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 30 May 2015 26 Apr 1997
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 544% 59.93%
Expense Ratio 1.65 1.11
Manager Anand Devendra Gupta Sailesh Jain
ISIN Code INF204KA1W02 INF277K01907
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365 For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month 1.44% 0.62%
6 Month 5.87% 7.13%
1 Year 12.91% 16.57%
3 Year 8.1% 9.24%
5 Year 5.25% 9.71%

SIP Return Analysis

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month - -
1 Year 5.83% 7.44%
3 Year 15.62% 17.25%
5 Year 24.41% 29%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year 7.02% 9.56%
3 Year 19.53% 23.27%
5 Year 25.76% 31.36%

Risk Management

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation 4.11% 3.99%
Sharp 0.53% 0.72%
Beta 0.7% 0.82%
Alpha -0.1% 0.33%

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Fund Managers

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Tata Equity Savings Fund -Regular Plan-Growth Option
Name Anand Devendra Gupta Sailesh Jain
Total AUM ₹12754 Cr ₹17041 Cr
Fund Manage 3 7
Nippon India Equity Savings Fund- Growth Plan- Bonus Option Tata Equity Savings Fund -Regular Plan-Growth Option

Market Cap

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 31.52 31.53
Large Cap 61.97 54.06
Small Cap 1.82 2.49
Mid Cap 4.66 11.87

Sector Allocation

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 53.87 47.79
Construction 1.21 2.01
Sovereign 13.52 6.7
Financial 16.99 8.65
Materials 1.52 0.58
Energy 2.16 5.12
Metals & Mining 1.84 -
Consumer Staples 1.2 2.22
Technology 1.75 3.25
Automobile 1.2 1.64
Healthcare 0.68 2.05
Communication 1.51 1.82
Services 0.96 1.78
Capital Goods 1.38 6.77
Chemicals 0 -
Insurance 0.18 1.17
Unclassified - 8.4

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