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 | -0.17% | -0.99% |
6 Month | 0.02% | -1.94% |
1 Year | 8.41% | 5.79% |
3 Year | 8.82% | 10.17% |
5 Year | 10.15% | 12.21% |
SIP Return Analysis
Scheme Name | Tata Equity Savings Fund -Regular Plan-Growth Option | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.43% | -1.04% |
1 Year | 2.9% | 0.75% |
3 Year | 9.33% | 9.43% |
5 Year | 9.14% | 10.27% |
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% | 0.71% |
Beta | - | 0.94% |
Alpha | - | 1.61% |
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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 |
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