Invesco India Equity Savings Fund vs Baroda BNP Paribas Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Baroda BNP Paribas 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderately High |
Asset Size (Cr) | ₹460 Cr | ₹460 Cr | ₹265 Cr |
Min Investment | ₹1000 | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 06 Mar 2019 | 06 Mar 2019 | 29 Jul 2019 |
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% | 486% |
Expense Ratio | 2.3 | 2.3 | 2.48 |
Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Miten Vora |
ISIN Code | INF205KA1023 | INF205KA1023 | INF955L01II9 |
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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -0.13% | -0.13% | 0.91% |
6 Month | 4.49% | 4.49% | 5.88% |
1 Year | 1.62% | 1.62% | 4.75% |
3 Year | 11.46% | 11.46% | 10.48% |
5 Year | 9.23% | 9.23% | 8.52% |
SIP Return Analysis
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 0.49% | 0.49% | 1.51% |
1 Year | 4.99% | 4.99% | 8.36% |
3 Year | 9.91% | 9.91% | 9.56% |
5 Year | 9.2% | 9.2% | 8.97% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 8.66% | 8.66% | 9.07% |
3 Year | 8.07% | 8.07% | 8.23% |
5 Year | 9.54% | 9.54% | 9.19% |
Risk Management
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.58% | 5.58% | 4.92% |
Sharp | 0.72% | 0.72% | 0.59% |
Beta | - | - | - |
Alpha | - | - | - |
Fund Managers
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Miten Vora |
Total AUM | ₹24743 Cr | ₹24743 Cr | ₹6478 Cr |
Funds Managed | 19 | 19 | 6 |
Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas 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 |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 37.01 | 37.01 | 36.22 |
Large Cap | 44.71 | 44.71 | 48.94 |
Small Cap | 7.82 | 7.82 | 4.76 |
Mid Cap | 10.46 | 10.46 | 10.08 |
Sector Allocation
Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 34.21 | 34.21 | 29.16 |
Energy | 3.56 | 3.56 | 3.83 |
Technology | 7.17 | 7.17 | 4.47 |
Healthcare | 1.28 | 1.28 | 3.51 |
Consumer Defensive | 7.64 | 7.64 | 2.74 |
Industrials | 8.8 | 8.8 | 8.05 |
Financial Services | 19.87 | 19.87 | 18.68 |
Utilities | 2.71 | 2.71 | 5.53 |
Basic Materials | 7.66 | 7.66 | 7.28 |
Real Estate | 0.46 | 0.46 | 5.73 |
Consumer Cyclical | 5.14 | 5.14 | 7.28 |
Communication Services | 1.52 | 1.52 | 3.74 |
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