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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) | ₹423 Cr | ₹423 Cr | ₹1106 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 | -0.7% | -0.7% | 0.55% |
| 6 Month | -1.27% | -1.27% | 3.67% |
| 1 Year | 0.45% | 0.45% | 7.8% |
| 3 Year | 10.61% | 10.61% | 11.39% |
| 5 Year | 8.02% | 8.02% | 9.76% |
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 | -0.76% | -0.76% | 1.94% |
| 1 Year | 1.72% | 1.72% | 9.77% |
| 3 Year | 7.67% | 7.67% | 10.73% |
| 5 Year | 8.16% | 8.16% | 10.18% |
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 | 8.25% | 8.25% | 8.62% |
| 3 Year | 8.2% | 8.2% | 9.02% |
| 5 Year | 9.4% | 9.4% | 9.16% |
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 | 5.03% | 5.03% | 3.86% |
| Sharp | 0.85% | 0.85% | 1.32% |
| Beta | 1.06% | 1.06% | 0.74% |
| Alpha | 0.76% | 0.76% | 2% |
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 | 36.38 | 36.38 | 36.42 |
| Large Cap | 44.4 | 44.4 | 41.23 |
| Small Cap | 8.54 | 8.54 | 5.55 |
| Mid Cap | 10.68 | 10.68 | 16.8 |
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 | 31.98 | 31.98 | 33.08 |
| Energy | 3.47 | 3.47 | 6.16 |
| Technology | 6.65 | 6.65 | 4.83 |
| Healthcare | 2.75 | 2.75 | 3.43 |
| Industrials | 7.63 | 7.63 | 4.56 |
| Financial Services | 23.18 | 23.18 | 21.93 |
| Consumer Defensive | 6.67 | 6.67 | 1.71 |
| Basic Materials | 6.52 | 6.52 | 10.77 |
| Real Estate | 0.42 | 0.42 | 0.84 |
| Consumer Cyclical | 6.44 | 6.44 | 5.42 |
| Communication Services | 2.63 | 2.63 | 5.86 |
| Utilities | 1.67 | 1.67 | 1.42 |
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