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Tata Equity Savings Fund -Regular Plan-Growth Option
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
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 | 1.6% | 2% |
| 6 Month | 0.6% | -0.06% |
| 1 Year | 8.05% | 8.78% |
| 3 Year | 8.53% | 9.68% |
| 5 Year | 11.74% | 12.01% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.04% | 1.04% |
| 1 Year | 4.95% | 5.42% |
| 3 Year | 10.16% | 10.92% |
| 5 Year | 9.64% | 10.21% |
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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