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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) | ₹460 Cr | ₹460 Cr | ₹947 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 | 0.85% | 0.85% | 1.3% |
| 6 Month | 3.19% | 3.19% | 5.91% |
| 1 Year | 3.01% | 3.01% | 8.99% |
| 3 Year | 11.13% | 11.13% | 11.28% |
| 5 Year | 9.22% | 9.22% | 11% |
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 | -0.37% | -0.37% | 1.45% |
| 1 Year | 3.05% | 3.05% | 8.36% |
| 3 Year | 8.97% | 8.97% | 10.43% |
| 5 Year | 8.72% | 8.72% | 9.92% |
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 | 8.66% | 8.66% | 8.65% |
| 3 Year | 8.07% | 8.07% | 8.95% |
| 5 Year | 9.54% | 9.54% | 9.11% |
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 | 5.58% | 5.58% | 3.62% |
| Sharp | 0.76% | 0.76% | 1.19% |
| Beta | - | - | - |
| Alpha | - | - | - |
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 | 36.95 | 36.95 | 39.96 |
| Large Cap | 42.47 | 42.47 | 38.37 |
| Small Cap | 8.42 | 8.42 | 5.95 |
| Mid Cap | 12.15 | 12.15 | 15.73 |
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 | 33.56 | 33.56 | 33.74 |
| Energy | 2.93 | 2.93 | 6.58 |
| Technology | 7.1 | 7.1 | 3.57 |
| Healthcare | 2.22 | 2.22 | 4.23 |
| Consumer Defensive | 7.1 | 7.1 | 1.57 |
| Industrials | 8.68 | 8.68 | 5.32 |
| Financial Services | 20.67 | 20.67 | 20.47 |
| Utilities | 2.01 | 2.01 | 1.98 |
| Basic Materials | 7.71 | 7.71 | 11.22 |
| Real Estate | 0.48 | 0.48 | 1.31 |
| Consumer Cyclical | 5.33 | 5.33 | 5.08 |
| Communication Services | 2.21 | 2.21 | 4.96 |
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