Tata Equity Savings Fund -Regular Plan-Growth Option
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
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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