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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) | ₹438 Cr | ₹438 Cr | ₹921 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 | -0.58% | -0.58% | 0.84% |
| 6 Month | 0.21% | 0.21% | 4.7% |
| 1 Year | 1.31% | 1.31% | 8.39% |
| 3 Year | 10.32% | 10.32% | 8.98% |
| 5 Year | 8.47% | 8.47% | 8.47% |
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 | 0.38% | 0.38% | 2.63% |
| 1 Year | 4.46% | 4.46% | 10.68% |
| 3 Year | 9.11% | 9.11% | 9.54% |
| 5 Year | 8.89% | 8.89% | 8.44% |
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 | 8.36% | 8.36% | 7.99% |
| 3 Year | 8.18% | 8.18% | 7.67% |
| 5 Year | 9.43% | 9.43% | 8.09% |
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 | 0.76% | 0.76% | 0.96% |
| Beta | - | - | 0.65% |
| Alpha | - | - | 0.41% |
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 | 38.26 | 38.26 | -23.54 |
| Large Cap | 42.67 | 42.67 | 60.29 |
| Small Cap | 8.38 | 8.38 | 5.97 |
| Mid Cap | 10.69 | 10.69 | 6.42 |
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 | 34.17 | 34.17 | -26.8 |
| Energy | 3.17 | 3.17 | - |
| Technology | 6.25 | 6.25 | - |
| Healthcare | 2.54 | 2.54 | - |
| Consumer Defensive | 7.03 | 7.03 | - |
| Industrials | 7.46 | 7.46 | - |
| Financial Services | 21.86 | 21.86 | - |
| Utilities | 1.68 | 1.68 | - |
| Basic Materials | 6.85 | 6.85 | - |
| Real Estate | 0.39 | 0.39 | - |
| Consumer Cyclical | 6.03 | 6.03 | - |
| Communication Services | 2.57 | 2.57 | - |
| Petroleum Products | - | - | 5.27 |
| Electrical Equipment | - | - | 0.61 |
| IT - Software | - | - | 3.41 |
| Construction | - | - | 2.9 |
| Ferrous Metals | - | - | 0.85 |
| Consumer Durables | - | - | 0.9 |
| Healthcare Services | - | - | 0.23 |
| Diversified FMCG | - | - | 3.15 |
| Non - Ferrous Metals | - | - | 0.17 |
| Banks | - | - | 27.99 |
| Realty | - | - | 3.09 |
| Pharmaceuticals & Biotechnology | - | - | 1.74 |
| Cement & Cement Products | - | - | 0.36 |
| Automobiles | - | - | 4.01 |
| Aerospace & Defense | - | - | 1.09 |
| Finance | - | - | 3.38 |
| Insurance | - | - | 0.22 |
| Gas | - | - | 1.53 |
| IT - Services | - | - | 0.57 |
| Agricultural Food & other Products | - | - | 0.11 |
| Diversified Metals | - | - | 0.19 |
| Oil | - | - | 1.02 |
| Capital Markets | - | - | 0.06 |
| Power | - | - | 2.25 |
| Food Products | - | - | 0.13 |
| Auto Components | - | - | 0.41 |
| Telecom - Services | - | - | 2.82 |
| Metals & Minerals Trading | - | - | 0.09 |
| Consumable Fuels | - | - | 0.13 |
| Minerals & Mining | - | - | 0.18 |
| Transport Services | - | - | 0.18 |
| Retailing | - | - | 1 |
| Transport Infrastructure | - | - | 5.73 |
| Industrial Manufacturing | - | - | 0.17 |
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