Tata Equity Savings Fund vs HSBC Equity Savings Fund compare

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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 Moderate Moderately High
Asset Size (Cr) ₹156 Cr ₹341 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 26 Apr 1997 01 Jan 2013
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 1.11 1.51
Manager Sailesh Jain Mahesh A Chhabria
ISIN Code INF277K01907 INF917K01AA5
Exits Load For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option HSBC Equity Savings Fund - Regular Growth
1 Month 0.62% 1.3%
6 Month 7.13% 14.29%
1 Year 16.57% 26.28%
3 Year 9.24% 13.31%
5 Year 9.71% 13.7%

SIP Return Analysis

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 7.44% 11.7%
3 Year 17.25% 25.45%
5 Year 29% 42.82%

Rolling Lumpsum Returns

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option HSBC Equity Savings Fund - Regular Growth
1 Year 6.96% 8.02%
3 Year 7.03% 9.31%
5 Year 6.87% 8.17%

Risk Management

Scheme Name Tata Equity Savings Fund -Regular Plan-Growth Option HSBC Equity Savings Fund - Regular Growth
Standard Deviation 3.99% 4.64%
Sharp 0.72% 1.25%
Beta 0.82% 0.78%
Alpha 0.33% 3.82%

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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
Fund Manage 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 31.53 31.55
Large Cap 54.06 30.66
Small Cap 2.49 19.25
Mid Cap 11.87 18.54

Sector Allocation

Scheme Name

Tata Equity Savings Fund -Regular Plan-Growth Option

HSBC Equity Savings Fund - Regular Growth

Others 47.79 1.65
Financial 8.65 20.73
Consumer Staples 2.22 4.31
Technology 3.25 3.27
Materials 0.58 2.54
Communication 1.82 0.35
Construction 2.01 8.61
Services 1.78 9.17
Healthcare 2.05 0.15
Sovereign 6.7 13.5
Energy 5.12 0.72
Capital Goods 6.77 23.15
Automobile 1.64 0.09
Insurance 1.17 -
Unclassified 8.4 -
Metals & Mining - 6.34
Chemicals - 2.13
Consumer Discretionary - 3.29

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