Tata Equity Savings Fund vs HDFC Equity Savings Fund compare
HDFC Equity Savings Fund - GROWTH PLAN
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹5463 Cr | ₹216 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹300 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 18 Aug 2003 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 27.79% | 59.93% |
| Expense Ratio | 1.89 | 1.13 |
| Manager | Anil Bamboli | Sailesh Jain |
| ISIN Code | INF179K01AM7 | INF277K01907 |
| Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 0.47% | 1.09% |
| 6 Month | 2.55% | 3.72% |
| 1 Year | 10.88% | 11.72% |
| 3 Year | 10.11% | 9.08% |
| 5 Year | 11.05% | 9.27% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.82% | 9.63% |
| 3 Year | 11.37% | 11.11% |
| 5 Year | 11.89% | 10.38% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 8.56% | 6.98% |
| 3 Year | 9.9% | 7.02% |
| 5 Year | 9.43% | 6.87% |
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.68% | 3.99% |
| Sharp | 0.9% | 0.72% |
| Beta | 0.88% | 0.82% |
| Alpha | 1.46% | 0.33% |
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| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Anil Bamboli | Sailesh Jain |
| Total AUM | ₹135442 Cr | ₹17041 Cr |
| Fund Manage | 12 | 7 |
| HDFC Equity Savings Fund - GROWTH PLAN | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 65.48 | 30.31 |
| Large Cap | 57.55 | 14.56 |
| Mid Cap | 5.1 | 4.11 |
| Small Cap | 5.25 | 1.34 |
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 65.48 | 30.31 |
| Petroleum Products | 2.86 | 1.75 |
| IT - Software | 3.63 | 2.76 |
| Construction | 1.99 | 0.85 |
| Finance | 1.26 | 0.92 |
| Ferrous Metals | 2.22 | 0.2 |
| Diversified FMCG | 2.02 | 0.67 |
| Non - Ferrous Metals | 0.53 | - |
| Banks | 19.19 | 5.18 |
| Realty | 1.57 | - |
| Pharmaceuticals & Biotechnology | 4.99 | 1.32 |
| Automobiles | 7.11 | 0.3 |
| Aerospace & Defense | 0.39 | - |
| Cement & Cement Products | 0.32 | 0.49 |
| Fertilizers & Agrochemicals | 0.57 | - |
| Power | 3.39 | 1.04 |
| Insurance | 1.72 | -0.01 |
| Entertainment | 0.2 | - |
| Agricultural Food & other Products | 0.02 | - |
| Agricultural, Commercial & Construction Vehicles | 1.08 | 0.45 |
| Oil | 0.32 | - |
| Consumer Durables | 3.02 | 0.7 |
| Telecom - Services | 1.67 | 0.85 |
| Auto Components | 0.74 | 0.56 |
| Healthcare Services | 0.52 | - |
| Chemicals & Petrochemicals | 0.18 | - |
| Transport Infrastructure | 2.52 | -0.03 |
| Consumable Fuels | 0.41 | - |
| Paper, Forest & Jute Products | 0.25 | - |
| Beverages | 3.21 | - |
| Electrical Equipment | - | 0.36 |
| Industrial Products | - | 0.44 |
| Financial Technology (Fintech) | - | 0.34 |
| Industrial Manufacturing | - | 0.46 |
| Transport Services | - | 0.41 |
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