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Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹438 Cr | ₹438 Cr | ₹270 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 29 Jul 2019 |
| 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% | 486% |
| Expense Ratio | 2.3 | 2.3 | 2.48 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Miten Vora |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF955L01II9 |
| 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.35% | 0.35% | 1.85% |
| 6 Month | 1.38% | 1.38% | 4.38% |
| 1 Year | 3.77% | 3.77% | 7.98% |
| 3 Year | 10.82% | 10.82% | 10.14% |
| 5 Year | 8.76% | 8.76% | 8.41% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -0.03% | -0.03% | 2.37% |
| 1 Year | 4.14% | 4.14% | 10.32% |
| 3 Year | 9.14% | 9.14% | 10.02% |
| 5 Year | 8.84% | 8.84% | 9.32% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 8.44% | 8.44% | 8.93% |
| 3 Year | 8.13% | 8.13% | 8.3% |
| 5 Year | 9.45% | 9.45% | 9.13% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.58% | 5.58% | 4.99% |
| Sharp | 0.76% | 0.76% | 0.64% |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Miten Vora |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹6478 Cr |
| Funds Managed | 19 | 19 | 6 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas 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 |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 36.95 | 36.95 | 35.82 |
| Large Cap | 42.47 | 42.47 | 48.21 |
| Small Cap | 8.42 | 8.42 | 5.28 |
| Mid Cap | 12.15 | 12.15 | 10.7 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 33.56 | 33.56 | 28.2 |
| Energy | 2.93 | 2.93 | 3.93 |
| Technology | 7.1 | 7.1 | 3.89 |
| Healthcare | 2.22 | 2.22 | 3.44 |
| Consumer Defensive | 7.1 | 7.1 | 2.6 |
| Industrials | 8.68 | 8.68 | 8.55 |
| Financial Services | 20.67 | 20.67 | 18.8 |
| Utilities | 2.01 | 2.01 | 5.78 |
| Basic Materials | 7.71 | 7.71 | 7.62 |
| Real Estate | 0.48 | 0.48 | 6.02 |
| Consumer Cyclical | 5.33 | 5.33 | 7.39 |
| Communication Services | 2.21 | 2.21 | 3.77 |
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