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) | ₹426 Cr | ₹426 Cr | ₹263 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 | -0.69% | -0.69% | -0.62% |
6 Month | 4.44% | 4.44% | 5.49% |
1 Year | 4.55% | 4.55% | 5.92% |
3 Year | 11.52% | 11.52% | 10.18% |
5 Year | 9.58% | 9.58% | 8.57% |
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 | 3.21% | 3.21% | 3.17% |
1 Year | 6.1% | 6.1% | 7.56% |
3 Year | 11.76% | 11.76% | 10.32% |
5 Year | 10.13% | 10.13% | 9.3% |
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 | 9.05% | 9.05% | 9.44% |
3 Year | 7.97% | 7.97% | 8.05% |
5 Year | 9.5% | 9.5% | 9.29% |
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 | 5.67% | 5.67% | 5.21% |
Sharp | 1.04% | 1.04% | 0.94% |
Beta | - | - | - |
Alpha | - | - | - |
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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 | 36.02 | 36.02 | 33.84 |
Large Cap | 44.36 | 44.36 | 50.93 |
Small Cap | 8.81 | 8.81 | 4.92 |
Mid Cap | 10.8 | 10.8 | 10.31 |
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 | 33.24 | 33.24 | 27.61 |
Energy | 2.67 | 2.67 | 5.95 |
Technology | 6.93 | 6.93 | 3.26 |
Healthcare | 4.18 | 4.18 | 3.77 |
Consumer Defensive | 6.3 | 6.3 | 2.58 |
Industrials | 9.33 | 9.33 | 8.54 |
Financial Services | 19.91 | 19.91 | 19.92 |
Utilities | 3.06 | 3.06 | 5.84 |
Basic Materials | 6.13 | 6.13 | 7.22 |
Real Estate | 0.56 | 0.56 | 5.46 |
Consumer Cyclical | 6.39 | 6.39 | 5.6 |
Communication Services | 1.29 | 1.29 | 4.23 |
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