Tata Equity Savings Fund vs HSBC Equity Savings Fund compare
Tata Equity Savings Fund -Regular Plan-Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
| 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 |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.46% | -1.84% |
| 6 Month | 4.61% | 7.61% |
| 1 Year | 14.42% | 21.16% |
| 3 Year | 8.26% | 12.25% |
| 5 Year | 9.11% | 12.86% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.23% | 19% |
| 3 Year | 11.17% | 16.86% |
| 5 Year | 10.38% | 15.09% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.98% | 8% |
| 3 Year | 7.02% | 9.28% |
| 5 Year | 6.87% | 8.14% |
| 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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| 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 |
| 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 |
| 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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