Aditya Birla Sun Life Equity Savings Fund vs Invesco India Equity Savings Fund compare
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
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 |
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% |
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% |
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% |
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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Get Free Experts GuidanceScheme 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 |
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 |
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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