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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) | ₹356 Cr | ₹438 Cr | ₹438 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 | 0.63% | -0.4% | -0.4% |
| 6 Month | 2.87% | 0.05% | 0.05% |
| 1 Year | 6.03% | 1.01% | 1.01% |
| 3 Year | 7.57% | 10.31% | 10.31% |
| 5 Year | 7.38% | 8.41% | 8.41% |
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 | 1.52% | 0.38% | 0.38% |
| 1 Year | 6.48% | 4.46% | 4.46% |
| 3 Year | 7.38% | 9.11% | 9.11% |
| 5 Year | 7.17% | 8.89% | 8.89% |
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% | 5.58% | 5.58% |
| Sharp | 0.43% | 0.76% | 0.76% |
| 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 |
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