Tata Equity Savings Fund vs DSP Equity Savings Fund compare

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

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tortoise-icon DSP Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option DSP Equity Savings Fund - Regular Plan - Growth
Fund Tata Equity Savings Fund -Regular Plan-Growth Option DSP Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹156 Cr ₹1327 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 26 Apr 1997 28 Mar 2016
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 59.93% 444%
Expense Ratio 1.11 1.27
Manager Sailesh Jain Kedar Karnik
ISIN Code INF277K01907 INF740KA1439
Exits Load For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option DSP Equity Savings Fund - Regular Plan - Growth
1 Month 0.62% 0.89%
6 Month 7.13% 9.29%
1 Year 16.57% 16.6%
3 Year 9.24% 9.23%
5 Year 9.71% 10.85%

SIP Return Analysis

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option DSP Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 7.44% 6.72%
3 Year 17.25% 16.47%
5 Year 29% 29.94%

Rolling Lumpsum Returns

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option DSP Equity Savings Fund - Regular Plan - Growth
1 Year 9.56% 10.16%
3 Year 23.27% 24.17%
5 Year 31.36% 31.87%

Risk Management

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option DSP Equity Savings Fund - Regular Plan - Growth
Standard Deviation 3.99% 4.23%
Sharp 0.72% 0.58%
Beta 0.82% 0.81%
Alpha 0.33% -0.03%

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Fund Managers

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option DSP Equity Savings Fund - Regular Plan - Growth
Name Sailesh Jain Kedar Karnik
Total AUM ₹17041 Cr ₹32997 Cr
Fund Manage 7 11
Tata Equity Savings Fund -Regular Plan-Growth Option DSP Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

DSP Equity Savings Fund - Regular Plan - Growth

Others 31.53 29.04
Large Cap 54.06 48.46
Small Cap 2.49 6.17
Mid Cap 11.87 13.9

Sector Allocation

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

DSP Equity Savings Fund - Regular Plan - Growth

Others 47.79 40.12
Financial 8.65 21.73
Consumer Staples 2.22 2.04
Technology 3.25 2.42
Materials 0.58 0.5
Communication 1.82 0.73
Construction 2.01 1.65
Services 1.78 0.32
Healthcare 2.05 4.62
Sovereign 6.7 14.41
Energy 5.12 1.49
Capital Goods 6.77 -5.5511151231258E-17
Automobile 1.64 3.63
Insurance 1.17 2.27
Unclassified 8.4 -
Chemicals - 1.69
Metals & Mining - -0.04
Consumer Discretionary - -0.01

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