- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Equity Savings Fund -Regular Plan-Growth Option
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
| 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 | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹250 Cr | ₹1371 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2003 | 17 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 | 1.13 | 1.32 |
| Manager | Sailesh Jain | Mahendra Kumar Jajoo |
| ISIN Code | INF277K01907 | INF769K01EI5 |
| 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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Month | 2.06% | 4.14% |
| 6 Month | 0.89% | -1.56% |
| 1 Year | 8.86% | 9.04% |
| 3 Year | 9.02% | 10.07% |
| 5 Year | 11.53% | 14.68% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 1.04% | 0.54% |
| 1 Year | 4.95% | 3.52% |
| 3 Year | 10.16% | 10.6% |
| 5 Year | 9.64% | 10.77% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 7.05% | 11.5% |
| 3 Year | 7.05% | 11.11% |
| 5 Year | 6.89% | 11.78% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 4.048% | 5.742% |
| Sharp | 0.516% | 0.406% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
| Funds Managed | 7 | 4 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 34.75 | 30.93 |
| Large Cap | 55.69 | 53.76 |
| Mid Cap | 8.02 | 7.48 |
| Small Cap | 1.55 | 7.82 |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 34.29 | 29.65 |
| Communication Services | 5.41 | 2.23 |
| Energy | 6.21 | 4.71 |
| Industrials | 12.58 | 7 |
| Healthcare | 4.33 | 6.04 |
| Basic Materials | 5.5 | 5.93 |
| Financial Services | 19.96 | 20.06 |
| Consumer Defensive | 2.97 | 2.66 |
| Technology | 3.32 | 8.79 |
| Consumer Cyclical | 0.83 | 7.7 |
| Utilities | 4.59 | 3.68 |
| Real Estate | - | 1.56 |
Top Comparisons
HDFC Multi-Asset Fund - Growth Option
3Y Returns12.85%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns14.78%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns14.41%
Axis ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns10.18%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns18.16%
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns13.92%
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
3Y Returns14.47%
LIC MF Flexi Cap Fund-Growth
3Y Returns9.56%
