- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.35% | 0.35% | 1.39% |
| 6 Month | 1.38% | 1.38% | 3.99% |
| 1 Year | 3.77% | 3.77% | 6.58% |
| 3 Year | 10.82% | 10.82% | 9.94% |
| 5 Year | 8.76% | 8.76% | 9.75% |
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 | -0.03% | -0.03% | 2.28% |
| 1 Year | 4.14% | 4.14% | 8.73% |
| 3 Year | 9.14% | 9.14% | 9.59% |
| 5 Year | 8.84% | 8.84% | 9.05% |
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 | 8.44% | 8.44% | 8.42% |
| 3 Year | 8.13% | 8.13% | 8.8% |
| 5 Year | 9.45% | 9.45% | 9.12% |
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 | 36.95 | 36.95 | 34.21 |
| Large Cap | 42.47 | 42.47 | 53.1 |
| Small Cap | 8.42 | 8.42 | 5.98 |
| Mid Cap | 12.15 | 12.15 | 6.72 |
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 | 33.56 | 33.56 | 31.66 |
| Energy | 2.93 | 2.93 | 8.86 |
| Technology | 7.1 | 7.1 | 4.49 |
| Healthcare | 2.22 | 2.22 | 6.29 |
| Consumer Defensive | 7.1 | 7.1 | 2.95 |
| Industrials | 8.68 | 8.68 | 6.86 |
| Financial Services | 20.67 | 20.67 | 22.39 |
| Utilities | 2.01 | 2.01 | 1.34 |
| Basic Materials | 7.71 | 7.71 | 4.98 |
| Real Estate | 0.48 | 0.48 | 0.85 |
| Consumer Cyclical | 5.33 | 5.33 | 6.7 |
| Communication Services | 2.21 | 2.21 | 2.63 |
Top Comparisons
Invesco India Money Market Fund - Growth
3Y Returns7.25%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.58%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.23%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24.28%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns15.39%
Axis Flexi Cap Fund - Regular Plan - Growth
3Y Returns13.94%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns14.99%
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns11.47%
