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) | ₹423 Cr | ₹423 Cr | ₹281 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹250 |
| 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 | -0.7% | -0.7% | -0.07% |
| 6 Month | -0.34% | -0.34% | 3.09% |
| 1 Year | -0.05% | -0.05% | 5.19% |
| 3 Year | 10.47% | 10.47% | 10.09% |
| 5 Year | 8.2% | 8.2% | 8.12% |
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 | -0.52% | -0.52% | 2.22% |
| 1 Year | 3.11% | 3.11% | 10.37% |
| 3 Year | 8.26% | 8.26% | 9.78% |
| 5 Year | 8.39% | 8.39% | 9.23% |
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 | 8.36% | 8.36% | 8.86% |
| 3 Year | 8.18% | 8.18% | 8.33% |
| 5 Year | 9.43% | 9.43% | 9.08% |
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 | 5.60% | 5.60% | 5.00% |
| Sharp | 0.70% | 0.70% | 0.65% |
| 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 | 38.26 | 38.26 | 35.72 |
| Large Cap | 42.67 | 42.67 | 48.06 |
| Small Cap | 8.38 | 8.38 | 4.84 |
| Mid Cap | 10.69 | 10.69 | 11.38 |
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 | 34.17 | 34.17 | 28.2 |
| Energy | 3.17 | 3.17 | 3.8 |
| Technology | 6.25 | 6.25 | 4.27 |
| Healthcare | 2.54 | 2.54 | 3.22 |
| Consumer Defensive | 7.03 | 7.03 | 2.51 |
| Industrials | 7.46 | 7.46 | 8.94 |
| Financial Services | 21.86 | 21.86 | 19.07 |
| Utilities | 1.68 | 1.68 | 5.83 |
| Basic Materials | 6.85 | 6.85 | 7.82 |
| Real Estate | 0.39 | 0.39 | 5.42 |
| Consumer Cyclical | 6.03 | 6.03 | 6.88 |
| Communication Services | 2.57 | 2.57 | 4.04 |
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