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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Get Free Experts GuidanceScheme 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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