Tata Equity Savings Fund vs HDFC Equity Savings Fund compare

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HDFC Equity Savings Fund - GROWTH PLAN

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Tata 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	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 Risk	Low to Moderate Risk
Asset Size (Cr)	₹5584 Cr	₹250 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	-0.79%	-0.16%
6 Month	-1.91%	0.88%
1 Year	5.03%	8.21%
3 Year	9.23%	8.67%
5 Year	10.64%	8.88%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	-	-
1 Year	0.59%	4.79%
3 Year	9.21%	9.73%
5 Year	10.55%	9.55%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year	8.6%	7.05%
3 Year	9.9%	7.05%
5 Year	9.44%	6.89%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	4.871%	3.977%
Sharp	0.573%	0.591%
Beta	-	-
Alpha	-	-

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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