Tata Equity PE Fund Regular Plan vs Nippon India Value Fund compare
Nippon India Value Fund- Growth Plan
Tata Equity PE Fund Regular Plan -(Growth Option)
Chart Comparison
| Scheme Name | Nippon India Value Fund- Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| Fund | Nippon India Value Fund- Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8186 Cr | ₹8485 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 01 Jun 2005 | 05 Jun 2004 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 32% | 48.01% |
| Expense Ratio | 1.84 | 1.78 |
| Manager | Dhrumil Shah | Amey Sathe |
| ISIN Code | INF204K01GB3 | INF277K01451 |
| Exits Load | For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
| Scheme Name | Nippon India Value Fund- Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 1 Month | 2.47% | 7.17% |
| 6 Month | 21.69% | 23.84% |
| 1 Year | 55.32% | 53.65% |
| 3 Year | 26.17% | 25.49% |
| 5 Year | 27.47% | 24.88% |
| Scheme Name | Nippon India Value Fund- Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 22.08% | 21.72% |
| 3 Year | 54.3% | 52.97% |
| 5 Year | 104.08% | 90.67% |
| Scheme Name | Nippon India Value Fund- Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| 1 Year | 28.4% | 24.2% |
| 3 Year | 74.64% | 66.59% |
| 5 Year | 112.98% | 99.69% |
| Scheme Name | Nippon India Value Fund- Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| Standard Deviation | 13.77% | 12.45% |
| Sharp | 1.28% | 1.44% |
| Beta | 1.01% | 0.94% |
| Alpha | 4.19% | 5.86% |
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| Scheme Name | Nippon India Value Fund- Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| Name | Dhrumil Shah | Amey Sathe |
| Total AUM | ₹14011 Cr | ₹11910 Cr |
| Fund Manage | 5 | 4 |
| Nippon India Value Fund- Growth Plan | Tata Equity PE Fund Regular Plan -(Growth Option) |
| Scheme Name |
Nippon India Value Fund- Growth Plan |
Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| Large Cap | 54.51 | 57.7 |
| Mid Cap | 20.67 | 19.73 |
| Others | 3.16 | 2.76 |
| Small Cap | 21.66 | 19.81 |
| Scheme Name |
Nippon India Value Fund- Growth Plan |
Tata Equity PE Fund Regular Plan -(Growth Option) |
|---|---|---|
| Financial | 26.84 | 28.56 |
| Energy | 12.5 | 18.67 |
| Technology | 6.25 | 4.36 |
| Construction | 5.88 | 1.56 |
| Communication | 3.61 | 1.45 |
| Capital Goods | 12.33 | 6.97 |
| Others | 2.67 | 2.71 |
| Metals & Mining | 6.78 | 2.84 |
| Automobile | 5.33 | 7.33 |
| Healthcare | 5.44 | 2.82 |
| Materials | 2.94 | 8.03 |
| Consumer Discretionary | 2.51 | - |
| Services | 3.7 | 4.01 |
| Textiles | 1.02 | 3.15 |
| Insurance | 1 | - |
| Consumer Staples | 0.97 | 6.13 |
| Unclassified | 0.23 | - |
| Chemicals | - | 1.41 |
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