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Edelweiss Equity Savings Fund vs Invesco India Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderate |
| Asset Size (Cr) | ₹414 Cr | ₹414 Cr | ₹639 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 13 Oct 2014 |
| 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% | 87% |
| Expense Ratio | 2.3 | 2.3 | 1.6 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Dhawal Dalal |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF843K01KG9 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 1.39% | 1.39% | 1.29% |
| 6 Month | 1.87% | 1.87% | 3.81% |
| 1 Year | 7.09% | 7.09% | 8.58% |
| 3 Year | 12.83% | 12.83% | 12.18% |
| 5 Year | 10.26% | 10.26% | 11.27% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | 5.05% | 5.05% | 3.89% |
| 1 Year | 8.3% | 8.3% | 9.49% |
| 3 Year | 12.8% | 12.8% | 11.82% |
| 5 Year | 10.65% | 10.65% | 10.65% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 9.05% | 9.05% | 8.74% |
| 3 Year | 7.97% | 7.97% | 8.85% |
| 5 Year | 9.5% | 9.5% | 8.96% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 5.97% | 5.97% | 4.10% |
| Sharp | 0.80% | 0.80% | 1.04% |
| 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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Dhawal Dalal |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹25974 Cr |
| Funds Managed | 19 | 19 | 12 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 34.17 | 34.17 | 34.35 |
| Large Cap | 47.43 | 47.43 | 46.78 |
| Small Cap | 9.41 | 9.41 | 6.5 |
| Mid Cap | 8.99 | 8.99 | 12.37 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 33.65 | 33.65 | 31.74 |
| Energy | 3.2 | 3.2 | 10.61 |
| Technology | 9.68 | 9.68 | 3.67 |
| Healthcare | 6.33 | 6.33 | 3.58 |
| Consumer Defensive | 7.49 | 7.49 | 1.94 |
| Industrials | 7.25 | 7.25 | 8.32 |
| Financial Services | 17.82 | 17.82 | 17.32 |
| Consumer Cyclical | 5.1 | 5.1 | 9.31 |
| Utilities | 3.41 | 3.41 | 2.52 |
| Basic Materials | 4.97 | 4.97 | 8.54 |
| Real Estate | 0.74 | 0.74 | 0.45 |
| Communication Services | 0.35 | 0.35 | 2.02 |
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