Tata Equity Savings Fund vs Mirae Asset Equity Savings Fund compare
Tata Equity Savings Fund -Regular Plan-Growth Option
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹156 Cr | ₹1123 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Apr 1997 | 15 Dec 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | Nifty Equity Savings Index |
| Turn Over | 59.93% | 620% |
| Expense Ratio | 1.11 | 1.31 |
| Manager | Sailesh Jain | Mahendra Kumar Jajoo |
| ISIN Code | INF277K01907 | INF769K01EI5 |
| Exits Load | For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 | I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365 |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Month | 0.62% | 1.2% |
| 6 Month | 7.13% | 9.4% |
| 1 Year | 16.57% | 18.25% |
| 3 Year | 9.24% | 10.65% |
| 5 Year | 9.71% | 13.08% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.44% | 7.44% |
| 3 Year | 17.25% | 18.84% |
| 5 Year | 29% | 35.63% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 9.56% | 12.31% |
| 3 Year | 23.27% | 28.63% |
| 5 Year | 31.36% | 38.07% |
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 3.99% | 5.04% |
| Sharp | 0.72% | 0.76% |
| Beta | 0.82% | 1% |
| Alpha | 0.33% | 0.74% |
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| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Name | Sailesh Jain | Mahendra Kumar Jajoo |
| Total AUM | ₹17041 Cr | ₹8876 Cr |
| Fund Manage | 7 | 4 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 31.53 | 32.2 |
| Large Cap | 54.06 | 50.28 |
| Small Cap | 2.49 | 4.06 |
| Mid Cap | 11.87 | 9.39 |
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 47.79 | 42.01 |
| Financial | 8.65 | 17.96 |
| Consumer Staples | 2.22 | 1.74 |
| Technology | 3.25 | 2.78 |
| Materials | 0.58 | 1.73 |
| Communication | 1.82 | 2.3 |
| Construction | 2.01 | 1.69 |
| Services | 1.78 | 0.56 |
| Healthcare | 2.05 | 1.51 |
| Sovereign | 6.7 | 14.87 |
| Energy | 5.12 | 3.23 |
| Capital Goods | 6.77 | 1.62 |
| Automobile | 1.64 | 2.14 |
| Insurance | 1.17 | 0.24 |
| Unclassified | 8.4 | - |
| Chemicals | - | 0.16 |
| Consumer Discretionary | - | 0.29 |
| Metals & Mining | - | 1.1 |
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