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Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
Overview
| 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 | Low to Moderate |
| Asset Size (Cr) | ₹720 Cr | ₹265 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -0.47% | 1.03% |
| 6 Month | 1.39% | 3.92% |
| 1 Year | 7.91% | 6.32% |
| 3 Year | 7.98% | 10.92% |
| 5 Year | 5.59% | 10.7% |
SIP Return Analysis
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | - | 3.24% |
| 1 Year | 5.42% | 8.56% |
| 3 Year | 9.17% | 10.67% |
| 5 Year | 8.95% | 9.76% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 6.7% | 7.11% |
| 3 Year | 2.98% | 7.08% |
| 5 Year | 1.86% | 6.92% |
Risk Management
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 3.88% | 3.93% |
| Sharp | 0.62% | 0.84% |
| Beta | 0.67% | - |
| Alpha | 0.15% | - |
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Fund Managers
| 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 |
| Funds Managed | 3 | 7 |
| Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 75.78 | 33.5 |
| Large Cap | 64.22 | 58.62 |
| Small Cap | 1.93 | 0.82 |
| Mid Cap | 4.07 | 7.06 |
Sector Allocation
| Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 75.78 | 32.9 |
| Telecom - Services | 1.11 | - |
| Petroleum Products | 5.6 | - |
| IT - Software | 5.32 | - |
| Construction | 4.46 | - |
| Pharmaceuticals & Biotechnology | 1.48 | - |
| Personal Products | 0.23 | - |
| Ferrous Metals | 1.48 | - |
| Finance | 2.7 | - |
| Consumer Durables | 0.58 | - |
| Diversified FMCG | 3.86 | - |
| Banks | 16.92 | - |
| Cement & Cement Products | 3.89 | - |
| Automobiles | 5.92 | - |
| Insurance | 1.18 | - |
| Diversified Metals | 3.02 | - |
| Agricultural, Commercial & Construction Vehicles | 1.35 | - |
| Aerospace & Defense | 0.53 | - |
| Realty | 0.38 | - |
| Industrial Products | 0.68 | - |
| Consumable Fuels | 3.15 | - |
| Fertilizers & Agrochemicals | 0.53 | - |
| Retailing | 0.43 | - |
| Power | 4.73 | - |
| Auto Components | 0.69 | - |
| Communication Services | - | 5.93 |
| Energy | - | 4.5 |
| Industrials | - | 10.71 |
| Technology | - | 5.07 |
| Financial Services | - | 22.14 |
| Consumer Defensive | - | 4.6 |
| Healthcare | - | 3.64 |
| Basic Materials | - | 4.4 |
| Consumer Cyclical | - | 1.56 |
| Utilities | - | 4.54 |
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