Nippon India Equity Savings Fund vs Tata Equity Savings Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 -1.26% -0.54%
6 Month 2.95% 4.53%
1 Year 10.49% 14.32%
3 Year 7.3% 8.21%
5 Year 5.4% 9.08%

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 8.38% 11.23%
3 Year 9.74% 11.17%
5 Year 9.16% 10.38%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year 6.7% 6.98%
3 Year 2.98% 7.02%
5 Year 1.86% 6.87%

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 0.23% 0.72%
Beta 0.7% 0.82%
Alpha -0.23% 0.33%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.27%

VS

Quant Liquid Fund-Growth Quant Liquid Fund-Growth

3Y Returns6.04%

Compare Now

SBI Blue Chip Fund-Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth

3Y Returns11.71%

VS

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns12.27%

Compare Now

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns15.02%

VS

LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth

3Y Returns15.02%

Compare Now

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.25%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.29%

Compare Now
Request call back
Add to Cart Successfully