BANDHAN Equity Savings Fund vs Invesco India Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon BANDHAN Equity Savings Fund - Regular Plan - Growth

Invest Now

tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

Invest Now

tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹128 Cr ₹207 Cr ₹207 Cr
Min Investment ₹1000 ₹1000 ₹1000
Min SIP Invesment ₹100 ₹500 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 09 Jun 2008 15 Feb 2019 15 Feb 2019
Category Equity Savings Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark CRISIL Equity Saving NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 22% 469% 469%
Expense Ratio 1.37 2.31 2.31
Manager Harshal Joshi Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati
ISIN Code INF194K01581 INF205KA1023 INF205KA1023
Exits Load Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days./365 Exit load of 0.25% if redeemed within 1 month./365 Exit load of 0.25% if redeemed within 1 month./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 0.3% 1.88% 1.88%
6 Month 5.25% 12.21% 12.21%
1 Year 10.56% 22.01% 22.01%
3 Year 6.99% 10.24% 10.24%
5 Year 8.51% 10.22% 10.22%

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 Year 4.73% 9.7% 9.7%
3 Year 12.47% 20.48% 20.48%
5 Year 22.66% 30.39% 30.39%

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 6.85% 8.67% 8.67%
3 Year 7.06% 7.72% 7.72%
5 Year 6.85% 9.42% 9.42%

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 0.25% 0.6% 0.6%
Beta 0.55% 0.92% 0.92%
Alpha -1.08% 0.21% 0.21%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 29.7 36.04 36.04
Large Cap 64.94 45.57 45.57
Mid Cap 5.36 9.4 9.4
Small Cap - 8.99 8.99

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 52.61 46.38 46.38
Insurance 0.26 0.56 0.56
Technology 2.6 1.31 1.31
Services 0.42 7.1 7.1
Financial 19.33 9.7 9.7
Construction 0.89 0.88 0.88
Metals & Mining 0.7 0.24 0.24
Energy 3.16 0.6 0.6
Automobile 1.7 1.37 1.37
Healthcare 0.87 5.36 5.36
Consumer Staples 1.73 1.63 1.63
Chemicals -0.02 0.59 0.59
Sovereign 5.95 9.62 9.62
Materials 0.97 0.73 0.73
Consumer Discretionary 0.3 2.04 2.04
Communication 0.75 - -
Unclassified 7.78 6.61 6.61
Capital Goods - 4.87 4.87
Textiles - 0.41 0.41

Top Comparisons

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

3Y Returns5.77%

VS

PGIM India Arbitrage Fund - Regular Plan - Growth PGIM India Arbitrage Fund - Regular Plan - Growth

3Y Returns5.42%

Compare Now

SBI Magnum Comma Fund - Regular Plan - Growth SBI Magnum Comma Fund - Regular Plan - Growth

3Y Returns16.82%

VS

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns18.29%

Compare Now

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.06%

VS

Tata Ultra Short Term Fund-Regular Plan-Growth Tata Ultra Short Term Fund-Regular Plan-Growth

3Y Returns5.38%

Compare Now

ICICI Prudential Regular Savings Fund - Plan - Growth ICICI Prudential Regular Savings Fund - Plan - Growth

3Y Returns10.12%

VS

HDFC Hybrid Debt Fund - Growth Plan HDFC Hybrid Debt Fund - Growth Plan

3Y Returns11.09%

Compare Now
Request call back
Add to Cart Successfully