- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Equity Savings Fund -Regular Plan-Growth Option
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹250 Cr | ₹650 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Aug 2003 | 30 Aug 2018 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | 59.93% | 387% |
| Expense Ratio | 1.13 | 1.64 |
| Manager | Sailesh Jain | V Srivatsa |
| ISIN Code | INF277K01907 | INF789F1A744 |
| 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 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.52% | 2.04% |
| 6 Month | 2.61% | 2.03% |
| 1 Year | 9.77% | 8.74% |
| 3 Year | 9.27% | 10.79% |
| 5 Year | 11.49% | 13.39% |
SIP Return Analysis
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.94% | 2.3% |
| 1 Year | 6.28% | 5.77% |
| 3 Year | 10.49% | 10.92% |
| 5 Year | 9.75% | 11.03% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.05% | 10.67% |
| 3 Year | 7.05% | 10.51% |
| 5 Year | 6.89% | 10.63% |
Risk Management
| Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.048% | 4.5% |
| Sharp | 0.516% | 0.58% |
| Beta | - | 0.93% |
| Alpha | - | 1.5% |
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 | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sailesh Jain | V Srivatsa |
| Total AUM | ₹17041 Cr | ₹7921 Cr |
| Funds Managed | 7 | 3 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.75 | 33.21 |
| Large Cap | 55.69 | 62.93 |
| Mid Cap | 8.02 | 3.86 |
| Small Cap | 1.55 | - |
Sector Allocation
| Scheme Name |
Tata Equity Savings Fund -Regular Plan-Growth Option |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.29 | 32.7 |
| Communication Services | 5.41 | 3.53 |
| Energy | 6.21 | 3.63 |
| Industrials | 12.58 | 2.32 |
| Healthcare | 4.33 | 2.31 |
| Basic Materials | 5.5 | 8.43 |
| Financial Services | 19.96 | 24.76 |
| Consumer Defensive | 2.97 | 2.03 |
| Technology | 3.32 | 7.79 |
| Consumer Cyclical | 0.83 | 9.63 |
| Utilities | 4.59 | 2.34 |
| Real Estate | - | 0.53 |
Top Comparisons
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.31%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns6.92%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns16.88%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns3.39%
Nippon India Growth Fund-Growth Plan-Growth Option
3Y Returns23.04%
Quant Mid Cap Fund-Growth
3Y Returns17.76%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.57%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.5%
