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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) | ₹423 Cr | ₹423 Cr | ₹931 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 | -0.4% | -0.4% | 0.26% |
| 6 Month | -1.36% | -1.36% | 2.89% |
| 1 Year | 0.74% | 0.74% | 5.75% |
| 3 Year | 10.85% | 10.85% | 10.64% |
| 5 Year | 7.94% | 7.94% | 8.63% |
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 | -0.28% | -0.28% | 2.36% |
| 1 Year | 2.7% | 2.7% | 8.94% |
| 3 Year | 7.84% | 7.84% | 9.21% |
| 5 Year | 8.23% | 8.23% | 8.91% |
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 | 8.22% | 8.22% | 8.36% |
| 3 Year | 8.24% | 8.24% | 8.83% |
| 5 Year | 9.38% | 9.38% | 9.12% |
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 | 5.03% | 5.03% | 5.7% |
| Sharp | 0.85% | 0.85% | 0.76% |
| Beta | 1.06% | 1.06% | 1.14% |
| Alpha | 0.76% | 0.76% | -0.45% |
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 | 31.41 | 31.41 | 28.56 |
| Large Cap | 47.81 | 47.81 | 56.42 |
| Small Cap | 8.55 | 8.55 | 8.46 |
| Mid Cap | 12.23 | 12.23 | 6.58 |
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 | 31.41 | 31.41 | 28.21 |
| Petroleum Products | 3.47 | 3.47 | 10.03 |
| IT - Software | 4.8 | 4.8 | 3.15 |
| Retailing | 0.89 | 0.89 | 2.15 |
| Construction | 0.83 | 0.83 | 3.47 |
| Banks | 17.76 | 17.76 | 21.03 |
| Diversified FMCG | 1.97 | 1.97 | 2.07 |
| Non - Ferrous Metals | 0.29 | 0.29 | 0.08 |
| Realty | 0.42 | 0.42 | 1.4 |
| Pharmaceuticals & Biotechnology | 0.94 | 0.94 | 3.8 |
| Cement & Cement Products | 2.1 | 2.1 | 1.65 |
| Aerospace & Defense | 0.32 | 0.32 | 1.26 |
| Electrical Equipment | 0.91 | 0.91 | 0.28 |
| Ferrous Metals | 2.03 | 2.03 | 2.45 |
| Industrial Products | 1.23 | 1.23 | 0.62 |
| Automobiles | 3.69 | 3.69 | 2.65 |
| Commercial Services & Supplies | 0.54 | 0.54 | 0.79 |
| Finance | 4.44 | 4.44 | 1.43 |
| Telecom - Services | 2.63 | 2.63 | 2.99 |
| Insurance | 0.78 | 0.78 | 1.36 |
| Healthcare Equipment & Supplies | 1.3 | 1.3 | - |
| Chemicals & Petrochemicals | 1.65 | 1.65 | 0.46 |
| Consumer Durables | 3.11 | 3.11 | 1.22 |
| Capital Markets | 0.75 | 0.75 | 0.05 |
| Healthcare Services | 0.09 | 0.09 | 2.37 |
| Auto Components | 2.21 | 2.21 | 2.1 |
| Food Products | 1.2 | 1.2 | - |
| Transport Services | 1.82 | 1.82 | - |
| Industrial Manufacturing | 1.25 | 1.25 | 1.12 |
| Power | 1.67 | 1.67 | 0.78 |
| Beverages | 3.5 | 3.5 | 0.41 |
| Personal Products | - | - | 0.38 |
| Oil | - | - | 0.21 |
| Transport Infrastructure | - | - | 0.05 |
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