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 | ₹156 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 May 2015 | 26 Apr 1997 |
| 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 | 1.11 |
| 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 | For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 |
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 1.25% | 0.62% |
| 6 Month | 5.49% | 7.13% |
| 1 Year | 12.46% | 16.57% |
| 3 Year | 7.96% | 9.24% |
| 5 Year | 5.11% | 9.71% |
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.83% | 7.44% |
| 3 Year | 15.62% | 17.25% |
| 5 Year | 24.41% | 29% |
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.02% | 9.56% |
| 3 Year | 19.53% | 23.27% |
| 5 Year | 25.76% | 31.36% |
| 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 | 0.53% | 0.72% |
| Beta | 0.7% | 0.82% |
| Alpha | -0.1% | 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 | 31.52 | 31.53 |
| Large Cap | 61.97 | 54.06 |
| Small Cap | 1.82 | 2.49 |
| Mid Cap | 4.66 | 11.87 |
| Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 53.87 | 47.79 |
| Construction | 1.21 | 2.01 |
| Sovereign | 13.52 | 6.7 |
| Financial | 16.99 | 8.65 |
| Materials | 1.52 | 0.58 |
| Energy | 2.16 | 5.12 |
| Metals & Mining | 1.84 | - |
| Consumer Staples | 1.2 | 2.22 |
| Technology | 1.75 | 3.25 |
| Automobile | 1.2 | 1.64 |
| Healthcare | 0.68 | 2.05 |
| Communication | 1.51 | 1.82 |
| Services | 0.96 | 1.78 |
| Capital Goods | 1.38 | 6.77 |
| Chemicals | 0 | - |
| Insurance | 0.18 | 1.17 |
| Unclassified | - | 8.4 |
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