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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
Chart Comparison
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) | ₹460 Cr | ₹460 Cr | ₹857 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 | 2.3 | 2.3 | 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 | -0.13% | -0.13% | 0.72% |
| 6 Month | 4.49% | 4.49% | 5.44% |
| 1 Year | 1.62% | 1.62% | 7.41% |
| 3 Year | 11.46% | 11.46% | 9.48% |
| 5 Year | 9.23% | 9.23% | 9.56% |
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 | 0.49% | 0.49% | 1.95% |
| 1 Year | 4.99% | 4.99% | 9.39% |
| 3 Year | 9.91% | 9.91% | 9.15% |
| 5 Year | 9.2% | 9.2% | 8.14% |
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 | 8.66% | 8.66% | 7.98% |
| 3 Year | 8.07% | 8.07% | 7.63% |
| 5 Year | 9.54% | 9.54% | 8.03% |
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 | 5.58% | 5.58% | 4.8% |
| Sharp | 0.72% | 0.72% | 0.98% |
| Beta | - | - | 0.12% |
| Alpha | - | - | 2.62% |
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 |
| Funds Managed | 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 | 37.01 | 37.01 | 33.09 |
| Large Cap | 44.71 | 44.71 | 56.7 |
| Small Cap | 7.82 | 7.82 | 2.97 |
| Mid Cap | 10.46 | 10.46 | 7.24 |
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 | 34.21 | 34.21 | 28.79 |
| Energy | 3.56 | 3.56 | 6.56 |
| Technology | 7.17 | 7.17 | 5.01 |
| Healthcare | 1.28 | 1.28 | 1.9 |
| Consumer Defensive | 7.64 | 7.64 | 3.21 |
| Industrials | 8.8 | 8.8 | 9.01 |
| Financial Services | 19.87 | 19.87 | 27.49 |
| Utilities | 2.71 | 2.71 | 2.17 |
| Basic Materials | 7.66 | 7.66 | 2.58 |
| Real Estate | 0.46 | 0.46 | 3.5 |
| Consumer Cyclical | 5.14 | 5.14 | 7.05 |
| Communication Services | 1.52 | 1.52 | 2.72 |
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