- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹356 Cr | ₹423 Cr | ₹423 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 | 0.44% | -0.78% | -0.78% |
| 6 Month | 2.71% | 0.02% | 0.02% |
| 1 Year | 6.04% | 0.23% | 0.23% |
| 3 Year | 7.71% | 10.51% | 10.51% |
| 5 Year | 7.29% | 8.25% | 8.25% |
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 | 1.37% | -0.52% | -0.52% |
| 1 Year | 6.19% | 3.11% | 3.11% |
| 3 Year | 7.22% | 8.26% | 8.26% |
| 5 Year | 7.06% | 8.39% | 8.39% |
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 | 6.83% | 8.36% | 8.36% |
| 3 Year | 7.11% | 8.18% | 8.18% |
| 5 Year | 6.95% | 9.43% | 9.43% |
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 | 2.08% | 5.60% | 5.60% |
| Sharp | 0.41% | 0.70% | 0.70% |
| Beta | - | - | - |
| Alpha | - | - | - |
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 | 33.9 | 38.26 | 38.26 |
| Large Cap | 60.32 | 42.67 | 42.67 |
| Mid Cap | 2.99 | 10.69 | 10.69 |
| Small Cap | 2.79 | 8.38 | 8.38 |
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 | 33.9 | 34.17 | 34.17 |
| Energy | 3.85 | 3.17 | 3.17 |
| Technology | 3.88 | 6.25 | 6.25 |
| Consumer Defensive | 7.8 | 7.03 | 7.03 |
| Industrials | 3.11 | 7.46 | 7.46 |
| Basic Materials | 9.23 | 6.85 | 6.85 |
| Financial Services | 24.43 | 21.86 | 21.86 |
| Healthcare | 4.41 | 2.54 | 2.54 |
| Consumer Cyclical | 6.78 | 6.03 | 6.03 |
| Utilities | 1.3 | 1.68 | 1.68 |
| Communication Services | 1.32 | 2.57 | 2.57 |
| Real Estate | - | 0.39 | 0.39 |
Top Comparisons
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns23.89%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns23.02%
SBI NIFTY Index Fund - Regular Plan - Growth
3Y Returns12.78%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.53%
Tata Small Cap Fund Regular Growth
3Y Returns14.66%
Axis Small Cap Fund Regular Growth
3Y Returns17.28%
Nippon India Liquid Fund -Growth Plan
3Y Returns6.93%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.95%
