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 Low to Moderate
Asset Size (Cr) ₹130 Cr ₹130 Cr ₹532 Cr
Min Investment ₹1000 ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 05 Feb 2019 05 Feb 2019 10 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 2.29 2.29 1.1
Manager Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati Pranav Gupta
ISIN Code INF205KA1023 INF205KA1023 INF209KA1TS3
Exits Load Exit load of 0.25% if redeemed within 1 month./365 Exit load of 0.25% if redeemed within 1 month./365 0.25% for redemption within 7 days/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 2.77% 2.77% 1.43%
6 Month 10.71% 10.71% 5.55%
1 Year 20.82% 20.82% 11.57%
3 Year 9.94% 9.94% 7.01%
5 Year 9.63% 9.63% 8.84%

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 9.7% 9.7% 5.13%
3 Year 20.48% 20.48% 13.09%
5 Year 30.39% 30.39% 24.63%

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 9.37% 9.37% 8.96%
3 Year 23.26% 23.26% 19.63%
5 Year 33.04% 33.04% 25.67%

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 0.52% 0.52% 0.01%
Beta 0.84% 0.84% 0.89%
Alpha 1.14% 1.14% -1.69%

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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 36.04 36.04 32.97
Large Cap 45.57 45.57 49.17
Small Cap 8.99 8.99 4.34
Mid Cap 9.4 9.4 13.54

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 46.38 46.38 56.78
Healthcare 5.36 5.36 0.96
Consumer Staples 1.63 1.63 1.23
Financial 9.7 9.7 5.66
Unclassified 6.61 6.61 6.74
Materials 0.73 0.73 0.59
Sovereign 9.62 9.62 17.13
Services 7.1 7.1 1.07
Capital Goods 4.87 4.87 0.73
Insurance 0.56 0.56 0.24
Technology 1.31 1.31 1.73
Construction 0.88 0.88 2.26
Consumer Discretionary 2.04 2.04 0.16
Automobile 1.37 1.37 1.11
Energy 0.6 0.6 2.17
Textiles 0.41 0.41 -
Chemicals 0.59 0.59 0.54
Metals & Mining 0.24 0.24 0.48
Communication - - 0.4
Diversified - - 0.04

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