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

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

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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 Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund Tata Equity Savings Fund -Regular Plan-Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹250 Cr ₹572 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 18 Aug 2003 13 Oct 2014
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 59.93% 87%
Expense Ratio 1.13 1.6
Manager Sailesh Jain Dhawal Dalal
ISIN Code INF277K01907 INF843K01KG9
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 Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 1.52% 1.57%
6 Month 2.61% 2.34%
1 Year 9.77% 10.47%
3 Year 9.27% 10.03%
5 Year 11.49% 11.64%

SIP Return Analysis

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month 1.94% 1.96%
1 Year 6.28% 6.59%
3 Year 10.49% 11.21%
5 Year 9.75% 10.31%

Rolling Lumpsum Returns

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 7.05% 8.68%
3 Year 7.05% 8.78%
5 Year 6.89% 8.77%

Risk Management

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 4.048% 4.089%
Sharp 0.516% 0.716%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name Sailesh Jain Dhawal Dalal
Total AUM ₹17041 Cr ₹25974 Cr
Funds Managed 7 12
Tata Equity Savings Fund -Regular Plan-Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 34.75 34.35
Large Cap 55.69 46.78
Mid Cap 8.02 12.37
Small Cap 1.55 6.5

Sector Allocation

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 34.29 31.74
Communication Services 5.41 2.02
Energy 6.21 10.61
Industrials 12.58 8.32
Healthcare 4.33 3.58
Basic Materials 5.5 8.54
Financial Services 19.96 17.32
Consumer Defensive 2.97 1.94
Technology 3.32 3.67
Consumer Cyclical 0.83 9.31
Utilities 4.59 2.52
Real Estate - 0.45

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