- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹414 Cr | ₹414 Cr | ₹646 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 | 0.47% | 0.47% | 1.1% |
| 6 Month | 2.07% | 2.07% | 5.19% |
| 1 Year | 6.06% | 6.06% | 7.87% |
| 3 Year | 12.4% | 12.4% | 10.03% |
| 5 Year | 10.06% | 10.06% | 10.24% |
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 | 4.63% | 4.63% | 3.81% |
| 1 Year | 8.08% | 8.08% | 10.04% |
| 3 Year | 12.39% | 12.39% | 9.69% |
| 5 Year | 10.46% | 10.46% | 8.58% |
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 | 9.05% | 9.05% | 8.16% |
| 3 Year | 7.97% | 7.97% | 7.53% |
| 5 Year | 9.5% | 9.5% | 7.89% |
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 | 5.67% | 5.67% | 4.8% |
| Sharp | 1.04% | 1.04% | 1.2% |
| Beta | - | - | 0.72% |
| Alpha | - | - | 0.34% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 34.14 | 34.14 | 31.1 |
| Large Cap | 45.93 | 45.93 | 52.18 |
| Small Cap | 9.13 | 9.13 | 3.42 |
| Mid Cap | 10.79 | 10.79 | 13.29 |
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 | 32.76 | 32.76 | 28.2 |
| Energy | 2.6 | 2.6 | 8.64 |
| Technology | 6.95 | 6.95 | 3.4 |
| Healthcare | 4.31 | 4.31 | 2.4 |
| Consumer Defensive | 6.8 | 6.8 | 1.98 |
| Industrials | 9.47 | 9.47 | 9.35 |
| Financial Services | 19.86 | 19.86 | 26.23 |
| Utilities | 3.04 | 3.04 | 2.9 |
| Basic Materials | 6.1 | 6.1 | 4.71 |
| Real Estate | 0.6 | 0.6 | 4.53 |
| Consumer Cyclical | 6.28 | 6.28 | 6.92 |
| Communication Services | 1.23 | 1.23 | 0.73 |
Top Comparisons
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns20.98%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns24.22%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns16.83%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns20.94%
ICICI Prudential Debt Management Fund (FOF) - Growth
3Y Returns8.21%
ICICI Prudential Debt Management Fund (FOF) - Growth
3Y Returns8.21%
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
Mirae Asset Liquid Fund - Growth
3Y Returns6.95%
