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) | ₹216 Cr | ₹1020 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Aug 2003 | 14 Aug 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 | 1.13 | 2.24 |
| Manager | Sailesh Jain | Hardik Shah |
| ISIN Code | INF277K01907 | INF846K01VO3 |
| 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 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.09% | 0.89% |
| 6 Month | 3.72% | 3.97% |
| 1 Year | 11.72% | 11.35% |
| 3 Year | 9.08% | 8.44% |
| 5 Year | 9.27% | 9.82% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.68% | 12.26% |
| 3 Year | 11.73% | 12.67% |
| 5 Year | 10.68% | 11.46% |
| 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 | 30.31 | 1.73 |
| Large Cap | 14.56 | 55.47 |
| Mid Cap | 4.11 | 5.48 |
| Small Cap | 1.34 | 6.58 |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.31 | 1.73 |
| Telecom - Services | 0.85 | 2.41 |
| Petroleum Products | 1.75 | 8.16 |
| Electrical Equipment | 0.36 | 0.35 |
| Pharmaceuticals & Biotechnology | 1.32 | 4.21 |
| Cement & Cement Products | 0.49 | 1.52 |
| Construction | 0.85 | 3.6 |
| Finance | 0.92 | 2.56 |
| Diversified FMCG | 0.67 | 2.63 |
| Banks | 5.18 | 15.89 |
| Agricultural, Commercial & Construction Vehicles | 0.45 | - |
| Insurance | -0.01 | 1.57 |
| Ferrous Metals | 0.2 | 2.53 |
| IT - Software | 2.76 | 6.28 |
| Industrial Products | 0.44 | 0.16 |
| Auto Components | 0.56 | 2.05 |
| Financial Technology (Fintech) | 0.34 | - |
| Automobiles | 0.3 | 2.23 |
| Industrial Manufacturing | 0.46 | 0.29 |
| Transport Services | 0.41 | - |
| Power | 1.04 | 1.82 |
| Transport Infrastructure | -0.03 | - |
| Consumer Durables | 0.7 | 1.23 |
| Personal Products | - | 0.38 |
| Capital Markets | - | 0.01 |
| Healthcare Services | - | 0.94 |
| Non - Ferrous Metals | - | 1.16 |
| Aerospace & Defense | - | 0.13 |
| Commercial Services & Supplies | - | 0.87 |
| Diversified Metals | - | 0.63 |
| Oil | - | 0.26 |
| Food Products | - | 0.47 |
| Realty | - | 0.82 |
| Chemicals & Petrochemicals | - | 0.17 |
| Leisure Services | - | 0.03 |
| Consumable Fuels | - | 0.22 |
| Fertilizers & Agrochemicals | - | 0.19 |
| Retailing | - | 0.9 |
| Beverages | - | 0.86 |
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