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Invesco India Equity Savings Fund vs Axis Equity Saver Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Axis 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 | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Axis 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 | ₹924 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 14 Aug 2015 |
| 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% | 34.8% |
| Expense Ratio | 2.3 | 2.3 | 2.26 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Hardik Shah |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF846K01VO3 |
| 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 | Axis Equity Savings Fund - 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 | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -0.58% | -0.58% | 0.4% |
| 6 Month | 0.21% | 0.21% | 3.33% |
| 1 Year | 1.31% | 1.31% | 4.32% |
| 3 Year | 10.32% | 10.32% | 9.62% |
| 5 Year | 8.47% | 8.47% | 9.28% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 0.38% | 0.38% | 2.55% |
| 1 Year | 4.46% | 4.46% | 9.23% |
| 3 Year | 9.11% | 9.11% | 9.67% |
| 5 Year | 8.89% | 8.89% | 9.16% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 8.36% | 8.36% | 8.4% |
| 3 Year | 8.18% | 8.18% | 8.82% |
| 5 Year | 9.43% | 9.43% | 9.15% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.58% | 5.58% | 5.09% |
| Sharp | 0.76% | 0.76% | 0.61% |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Hardik Shah |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹0 Cr |
| Funds Managed | 19 | 19 | 12 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Axis 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 |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 38.26 | 38.26 | 27.95 |
| Large Cap | 42.67 | 42.67 | 55.27 |
| Small Cap | 8.38 | 8.38 | 9.44 |
| Mid Cap | 10.69 | 10.69 | 7.35 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 34.17 | 34.17 | 27.59 |
| Energy | 3.17 | 3.17 | - |
| Technology | 6.25 | 6.25 | - |
| Healthcare | 2.54 | 2.54 | - |
| Consumer Defensive | 7.03 | 7.03 | - |
| Industrials | 7.46 | 7.46 | - |
| Financial Services | 21.86 | 21.86 | - |
| Utilities | 1.68 | 1.68 | - |
| Basic Materials | 6.85 | 6.85 | - |
| Real Estate | 0.39 | 0.39 | - |
| Consumer Cyclical | 6.03 | 6.03 | - |
| Communication Services | 2.57 | 2.57 | - |
| Petroleum Products | - | - | 9.59 |
| IT - Software | - | - | 2.82 |
| Retailing | - | - | 1.91 |
| Auto Components | - | - | 2.19 |
| Pharmaceuticals & Biotechnology | - | - | 4.1 |
| Construction | - | - | 3.48 |
| Finance | - | - | 1.41 |
| Capital Markets | - | - | 0.05 |
| Healthcare Services | - | - | 2.42 |
| Banks | - | - | 20.6 |
| Diversified FMCG | - | - | 1.77 |
| Cement & Cement Products | - | - | 1.72 |
| Aerospace & Defense | - | - | 1.31 |
| Ferrous Metals | - | - | 3.34 |
| Electrical Equipment | - | - | 0.44 |
| Automobiles | - | - | 2.46 |
| Personal Products | - | - | 0.38 |
| Commercial Services & Supplies | - | - | 1.04 |
| Insurance | - | - | 1.35 |
| Consumer Durables | - | - | 1.6 |
| Industrial Products | - | - | 0.69 |
| Oil | - | - | 0.22 |
| Power | - | - | 1.06 |
| Realty | - | - | 1.3 |
| Chemicals & Petrochemicals | - | - | 0.47 |
| Telecom - Services | - | - | 2.91 |
| Transport Infrastructure | - | - | 0.04 |
| Industrial Manufacturing | - | - | 1.34 |
| Beverages | - | - | 0.41 |
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