Aditya Birla Sun Life Equity Savings Fund vs Invesco India Equity Savings Fund compare

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Fund Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderately High Moderately High Moderate
Asset Size (Cr) ₹340 Cr ₹340 Cr ₹647 Cr
Min Investment ₹1000 ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500 ₹100
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 06 Mar 2019 06 Mar 2019 28 Nov 2014
Category Equity Savings Equity Savings Equity Savings
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 469% 469% 378%
Expense Ratio 2.31 2.31 1.12
Manager Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati Pranav Gupta
ISIN Code INF205KA1023 INF205KA1023 INF209KA1TS3
Exits Load Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 Aditya Birla Sun Life 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 Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Month -2.05% -2.05% 0.19%
6 Month -0.16% -0.16% 1.94%
1 Year 10.65% 10.65% 7.86%
3 Year 8.77% 8.77% 6.2%
5 Year 8.52% 8.52% 7.78%

SIP Return Analysis

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
6 Month - - -
1 Year 5.63% 5.63% 6.07%
3 Year 11.93% 11.93% 8.57%
5 Year 10.14% 10.14% 8.32%

Rolling Lumpsum Returns

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
1 Year 9.26% 9.26% 8.3%
3 Year 7.81% 7.81% 7.54%
5 Year 9.43% 9.43% 7.67%

Risk Management

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Standard Deviation 5.03% 5.03% 4.8%
Sharp 0.6% 0.6% -0.21%
Beta 0.92% 0.92% 0.86%
Alpha 0.21% 0.21% -2.01%

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Fund Managers

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Name Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati Pranav Gupta
Total AUM ₹24743 Cr ₹24743 Cr ₹10003 Cr
Fund Manage 19 19 9
Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Others 33.36 33.36 -22.46
Small Cap 10.28 10.28 7.36
Large Cap 45.21 45.21 52.8
Mid Cap 11.15 11.15 11.54

Sector Allocation

Scheme Name

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

Others 33.36 33.36 -22.46
Realty 0.55 0.55 6.08
Petroleum Products 3.3 3.3 5.47
IT - Software 9.4 9.4 2.3
Retailing 3.25 3.25 0.89
Personal Products 1.59 1.59 0.13
Construction 0.84 0.84 1.47
Finance 1.91 1.91 5.39
Healthcare Services 0.61 0.61 0.07
Banks 11.13 11.13 16.31
Diversified FMCG 0.99 0.99 4.43
Other Utilities 0.86 0.86 -
Non - Ferrous Metals 0.44 0.44 0.19
Pharmaceuticals & Biotechnology 7.23 7.23 1.75
Cement & Cement Products 1.85 1.85 2.31
Paper, Forest & Jute Products 0.6 0.6 -
Electrical Equipment 2.75 2.75 0.42
Industrial Products 1.49 1.49 -
Automobiles 2.05 2.05 4.58
Commercial Services & Supplies 0.82 0.82 -
Transport Services 1.65 1.65 0.47
Insurance 0.72 0.72 0.75
Gas 0.1 0.1 2.46
Beverages 5.23 5.23 0.11
Food Products 0.65 0.65 0.15
Consumer Durables 2.85 2.85 1.61
Chemicals & Petrochemicals 1.04 1.04 0.08
Fertilizers & Agrochemicals 0.27 0.27 0.06
Industrial Manufacturing 1.62 1.62 -
Power 0.59 0.59 2.33
Auto Components 0.26 0.26 0.07
Ferrous Metals - - 0.24
Capital Markets - - 0.43
Aerospace & Defense - - 0.93
Agricultural Food & other Products - - 0.09
Diversified Metals - - 0.06
Agricultural, Commercial & Construction Vehicles - - 0.06
Oil - - 0.1
Leisure Services - - 0.02
Telecom - Services - - 2.65
Consumable Fuels - - 0.1
Transport Infrastructure - - 7.14

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