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

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tortoise-icon HSBC Equity Savings Fund - Regular Growth

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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 HSBC Equity Savings Fund - Regular Growth
Fund Tata Equity Savings Fund -Regular Plan-Growth Option HSBC Equity Savings Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderately High
Asset Size (Cr) ₹250 Cr ₹646 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 18 Aug 2003 18 Oct 2011
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 59.93% 75%
Expense Ratio 1.13 1.51
Manager Sailesh Jain Mahesh A Chhabria
ISIN Code INF277K01907 INF917K01AA5
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 HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option HSBC Equity Savings Fund - Regular Growth
1 Month 1.52% 1.66%
6 Month 2.61% -3.61%
1 Year 9.77% 7.99%
3 Year 9.27% 10.99%
5 Year 11.49% 14.83%

SIP Return Analysis

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option HSBC Equity Savings Fund - Regular Growth
6 Month 1.94% -2.19%
1 Year 6.28% -2.75%
3 Year 10.49% 11.46%
5 Year 9.75% 11.65%

Rolling Lumpsum Returns

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option HSBC Equity Savings Fund - Regular Growth
1 Year 7.05% 8.17%
3 Year 7.05% 9.36%
5 Year 6.89% 8.3%

Risk Management

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option HSBC Equity Savings Fund - Regular Growth
Standard Deviation 4.048% 7.536%
Sharp 0.516% 0.463%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option HSBC Equity Savings Fund - Regular Growth
Name Sailesh Jain Mahesh A Chhabria
Total AUM ₹17041 Cr ₹15021 Cr
Funds Managed 7 9
Tata Equity Savings Fund -Regular Plan-Growth Option HSBC Equity Savings Fund - Regular Growth

Market Cap

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

HSBC Equity Savings Fund - Regular Growth

Others 34.75 30.31
Large Cap 55.69 30.87
Mid Cap 8.02 27.88
Small Cap 1.55 10.93

Sector Allocation

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

HSBC Equity Savings Fund - Regular Growth

Others 34.29 30.31
Communication Services 5.41 -
Energy 6.21 2.24
Industrials 12.58 11.69
Healthcare 4.33 1.82
Basic Materials 5.5 1.25
Financial Services 19.96 35.89
Consumer Defensive 2.97 0.02
Technology 3.32 6.08
Consumer Cyclical 0.83 9.62
Utilities 4.59 1.03
Real Estate - 0.04

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