Tata Equity Savings Fund -Regular Plan-Growth Option
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 | Low to Moderate | Moderate |
Asset Size (Cr) | ₹250 Cr | ₹2417 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 18 Aug 2003 | 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 | 1.13 | 1.32 |
Manager | Sailesh Jain | Kedar Karnik |
ISIN Code | INF277K01907 | INF740KA1439 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.6% | 1.82% |
6 Month | 0.6% | 0.08% |
1 Year | 8.05% | 10.25% |
3 Year | 8.53% | 9.44% |
5 Year | 11.74% | 13.89% |
SIP Return Analysis
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.04% | 1.18% |
1 Year | 4.95% | 6.44% |
3 Year | 10.16% | 10.92% |
5 Year | 9.64% | 10.49% |
Rolling Lumpsum Returns
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.05% | 8.52% |
3 Year | 7.05% | 8.4% |
5 Year | 6.89% | 7.94% |
Risk Management
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.048% | 4.11% |
Sharp | 0.516% | 0.656% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 34.75 | 29.62 |
Large Cap | 55.69 | 57.12 |
Mid Cap | 8.02 | 8.16 |
Small Cap | 1.55 | 5.11 |
Sector Allocation
Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 34.29 | 27.99 |
Communication Services | 5.41 | 5.01 |
Energy | 6.21 | 8.65 |
Industrials | 12.58 | 4.1 |
Healthcare | 4.33 | 3.9 |
Basic Materials | 5.5 | 4.98 |
Financial Services | 19.96 | 27.81 |
Consumer Defensive | 2.97 | 2.23 |
Technology | 3.32 | 2.74 |
Consumer Cyclical | 0.83 | 8.74 |
Utilities | 4.59 | 3.65 |
Real Estate | - | 0.2 |
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