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Axis Equity Saver Fund vs Invesco India Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Axis 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 | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹402 Cr | ₹402 Cr | ₹968 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 14 Aug 2015 |
| 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% | 34.8% |
| Expense Ratio | 2.3 | 2.3 | 2.26 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Hardik Shah |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF846K01VO3 |
| 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 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 1.89% | 1.89% | 2.05% |
| 6 Month | -3.57% | -3.57% | -2.69% |
| 1 Year | 10.06% | 10.06% | 7.49% |
| 3 Year | 9.45% | 9.45% | 8.91% |
| 5 Year | 10.89% | 10.89% | 12.66% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -1.33% | -1.33% | -0.13% |
| 1 Year | 0.24% | 0.24% | 1.95% |
| 3 Year | 10.75% | 10.75% | 9.75% |
| 5 Year | 9.41% | 9.41% | 9.49% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 9.26% | 9.26% | 8.85% |
| 3 Year | 7.81% | 7.81% | 8.69% |
| 5 Year | 9.43% | 9.43% | 8.9% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 6.046% | 6.046% | 5.953% |
| Sharp | 0.363% | 0.363% | 0.249% |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Hardik Shah |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹0 Cr |
| Funds Managed | 19 | 19 | 12 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Axis 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 |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 34.17 | 34.17 | 31.59 |
| Large Cap | 47.43 | 47.43 | 54.98 |
| Small Cap | 9.41 | 9.41 | 6.67 |
| Mid Cap | 8.99 | 8.99 | 6.77 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 33.65 | 33.65 | 30.3 |
| Energy | 3.2 | 3.2 | 9.33 |
| Technology | 9.68 | 9.68 | 6.7 |
| Healthcare | 6.33 | 6.33 | 5.21 |
| Consumer Defensive | 7.49 | 7.49 | 3.73 |
| Industrials | 7.25 | 7.25 | 6.57 |
| Financial Services | 17.82 | 17.82 | 21.62 |
| Consumer Cyclical | 5.1 | 5.1 | 5.6 |
| Utilities | 3.41 | 3.41 | 1.53 |
| Basic Materials | 4.97 | 4.97 | 6.07 |
| Real Estate | 0.74 | 0.74 | 0.76 |
| Communication Services | 0.35 | 0.35 | 2.59 |
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