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BANDHAN Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | BANDHAN Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High | Moderately High |
| Asset Size (Cr) | ₹399 Cr | ₹394 Cr | ₹394 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 09 Jun 2008 | 06 Mar 2019 | 06 Mar 2019 |
| Category | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | CRISIL Equity Saving | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 22% | 469% | 469% |
| Expense Ratio | 1.1 | 2.3 | 2.3 |
| Manager | Harshal Joshi | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF194K01581 | INF205KA1023 | INF205KA1023 |
| Exits Load | Bandhan Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -0.2% | -0.79% | -0.79% |
| 6 Month | 1.86% | -2.12% | -2.12% |
| 1 Year | 5.47% | 2.23% | 2.23% |
| 3 Year | 7.82% | 10.56% | 10.56% |
| 5 Year | 7.01% | 7.79% | 7.79% |
SIP Return Analysis
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 0.98% | -0.28% | -0.28% |
| 1 Year | 5.06% | 1.91% | 1.91% |
| 3 Year | 6.67% | 7.12% | 7.12% |
| 5 Year | 6.8% | 7.93% | 7.93% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 6.81% | 8.19% | 8.19% |
| 3 Year | 7.13% | 8.28% | 8.28% |
| 5 Year | 6.96% | 9.36% | 9.36% |
Risk Management
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 2.76% | 5.03% | 5.03% |
| Sharp | 0.94% | 0.8% | 0.8% |
| Beta | 0.47% | 1.09% | 1.09% |
| Alpha | - | 0.1% | 0.1% |
Fund Managers
| Scheme Name | BANDHAN Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Harshal Joshi | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹42965 Cr | ₹24743 Cr | ₹24743 Cr |
| Funds Managed | 20 | 19 | 19 |
| BANDHAN Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 35.74 | 38.75 | 38.75 |
| Large Cap | 60.84 | 50.6 | 50.6 |
| Mid Cap | 3.42 | 6.84 | 6.84 |
| Small Cap | - | 3.81 | 3.81 |
Sector Allocation
| Scheme Name |
BANDHAN Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 32.75 | 33.12 | 33.12 |
| Energy | 4.04 | 3.73 | 3.73 |
| Technology | 3.47 | 6.45 | 6.45 |
| Consumer Defensive | 7.21 | 6.99 | 6.99 |
| Industrials | 5.03 | 5.68 | 5.68 |
| Basic Materials | 9.56 | 6.91 | 6.91 |
| Financial Services | 22.9 | 24.94 | 24.94 |
| Healthcare | 5.92 | 2.52 | 2.52 |
| Consumer Cyclical | 6.47 | 5.82 | 5.82 |
| Utilities | 1.09 | 2.37 | 2.37 |
| Communication Services | 1.58 | 1.04 | 1.04 |
| Real Estate | - | 0.42 | 0.42 |
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