Tata Equity Savings Fund vs Axis Equity Saver Fund compare
Tata Equity Savings Fund -Regular Plan-Growth Option
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹156 Cr | ₹938 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 26 Apr 1997 | 08 Jan 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 59.93% | 34.8% |
| Expense Ratio | 1.11 | 2.28 |
| Manager | Sailesh Jain | Hardik Shah |
| ISIN Code | INF277K01907 | INF846K01VO3 |
| Exits Load | For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365 |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.06% | -0.88% |
| 6 Month | 6.27% | 7.4% |
| 1 Year | 15.45% | 16.92% |
| 3 Year | 8.18% | 7.73% |
| 5 Year | 9.33% | 9.96% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.23% | 11.81% |
| 3 Year | 11.17% | 12.01% |
| 5 Year | 10.38% | 11.12% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.98% | 8.75% |
| 3 Year | 7.02% | 8.73% |
| 5 Year | 6.87% | 8.82% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.99% | 5.7% |
| Sharp | 0.72% | 0.52% |
| Beta | 0.82% | 1.14% |
| Alpha | 0.33% | -0.71% |
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| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sailesh Jain | Hardik Shah |
| Total AUM | ₹17041 Cr | ₹0 Cr |
| Fund Manage | 7 | 12 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.53 | 32.04 |
| Large Cap | 54.06 | 52.98 |
| Small Cap | 2.49 | 4.15 |
| Mid Cap | 11.87 | 5.52 |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 47.79 | 33.79 |
| Financial | 8.65 | 22.52 |
| Consumer Staples | 2.22 | 1.47 |
| Technology | 3.25 | 3.93 |
| Materials | 0.58 | 0.93 |
| Communication | 1.82 | 5.02 |
| Construction | 2.01 | 2.35 |
| Services | 1.78 | 0.11 |
| Healthcare | 2.05 | 1.64 |
| Sovereign | 6.7 | 11.81 |
| Energy | 5.12 | 5.57 |
| Capital Goods | 6.77 | 1.65 |
| Automobile | 1.64 | 2.93 |
| Insurance | 1.17 | 0.83 |
| Unclassified | 8.4 | - |
| Consumer Discretionary | - | 0.18 |
| Metals & Mining | - | -0.029999999999999 |
| Chemicals | - | -0.0099999999999999 |
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