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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) | ₹423 Cr | ₹423 Cr | ₹927 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 | -0.45% | -0.45% | - |
| 6 Month | -2.11% | -2.11% | 2.03% |
| 1 Year | 0.5% | 0.5% | 5.26% |
| 3 Year | 10.45% | 10.45% | 10.15% |
| 5 Year | 7.7% | 7.7% | 8.35% |
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 | -0.98% | -0.98% | 1.17% |
| 1 Year | 0.74% | 0.74% | 6.42% |
| 3 Year | 7.01% | 7.01% | 8.35% |
| 5 Year | 7.77% | 7.77% | 8.42% |
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 | 8.22% | 8.22% | 8.33% |
| 3 Year | 8.25% | 8.25% | 8.84% |
| 5 Year | 9.37% | 9.37% | 9.11% |
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 | 5.03% | 5.03% | 5.7% |
| Sharp | 0.8% | 0.8% | 0.86% |
| Beta | 1.09% | 1.09% | 1.13% |
| Alpha | 0.1% | 0.1% | -0.34% |
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 | 36.38 | 36.38 | 30.77 |
| Large Cap | 44.4 | 44.4 | 54.89 |
| Small Cap | 8.54 | 8.54 | 7.42 |
| Mid Cap | 10.68 | 10.68 | 6.92 |
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 | 31.98 | 31.98 | 28.16 |
| Energy | 3.47 | 3.47 | 10.23 |
| Technology | 6.65 | 6.65 | 3.38 |
| Healthcare | 2.75 | 2.75 | 6.18 |
| Industrials | 7.63 | 7.63 | 6.92 |
| Financial Services | 23.18 | 23.18 | 24.21 |
| Consumer Defensive | 6.67 | 6.67 | 2.86 |
| Basic Materials | 6.52 | 6.52 | 4.95 |
| Real Estate | 0.42 | 0.42 | 1.4 |
| Consumer Cyclical | 6.44 | 6.44 | 7.92 |
| Communication Services | 2.63 | 2.63 | 2.99 |
| Utilities | 1.67 | 1.67 | 0.78 |
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