Tata Equity Savings Fund vs Nippon India Equity Savings Fund compare
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹481 Cr | ₹216 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 May 2015 | 18 Aug 2003 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 544% | 59.93% |
| Expense Ratio | 1.65 | 1.13 |
| Manager | Anand Devendra Gupta | Sailesh Jain |
| ISIN Code | INF204KA1W02 | INF277K01907 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./365 | 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 |
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 0.36% | 1.09% |
| 6 Month | 1.98% | 3.72% |
| 1 Year | 8.41% | 11.72% |
| 3 Year | 8.1% | 9.08% |
| 5 Year | 5.58% | 9.27% |
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.72% | 9.63% |
| 3 Year | 9.11% | 11.11% |
| 5 Year | 8.96% | 10.38% |
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 6.7% | 6.98% |
| 3 Year | 2.98% | 7.02% |
| 5 Year | 1.86% | 6.87% |
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 4.11% | 3.99% |
| Sharp | 0.39% | 0.72% |
| Beta | 0.67% | 0.82% |
| Alpha | 0.15% | 0.33% |
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| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Anand Devendra Gupta | Sailesh Jain |
| Total AUM | ₹12754 Cr | ₹17041 Cr |
| Fund Manage | 3 | 7 |
| Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 75.78 | 30.31 |
| Large Cap | 64.22 | 14.56 |
| Small Cap | 1.93 | 1.34 |
| Mid Cap | 4.07 | 4.11 |
| Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 75.78 | 30.31 |
| Telecom - Services | 1.11 | 0.85 |
| Petroleum Products | 5.6 | 1.75 |
| IT - Software | 5.32 | 2.76 |
| Construction | 4.46 | 0.85 |
| Pharmaceuticals & Biotechnology | 1.48 | 1.32 |
| Personal Products | 0.23 | - |
| Ferrous Metals | 1.48 | 0.2 |
| Finance | 2.7 | 0.92 |
| Consumer Durables | 0.58 | 0.7 |
| Diversified FMCG | 3.86 | 0.67 |
| Banks | 16.92 | 5.18 |
| Cement & Cement Products | 3.89 | 0.49 |
| Automobiles | 5.92 | 0.3 |
| Insurance | 1.18 | -0.01 |
| Diversified Metals | 3.02 | - |
| Agricultural, Commercial & Construction Vehicles | 1.35 | 0.45 |
| Aerospace & Defense | 0.53 | - |
| Realty | 0.38 | - |
| Industrial Products | 0.68 | 0.44 |
| Consumable Fuels | 3.15 | - |
| Fertilizers & Agrochemicals | 0.53 | - |
| Retailing | 0.43 | - |
| Power | 4.73 | 1.04 |
| Auto Components | 0.69 | 0.56 |
| Electrical Equipment | - | 0.36 |
| Financial Technology (Fintech) | - | 0.34 |
| Industrial Manufacturing | - | 0.46 |
| Transport Services | - | 0.41 |
| Transport Infrastructure | - | -0.03 |
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