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) | ₹394 Cr | ₹394 Cr | ₹279 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 | -0.79% | -0.79% | -0.62% |
| 6 Month | -2.12% | -2.12% | 2.16% |
| 1 Year | 2.23% | 2.23% | 7.77% |
| 3 Year | 10.56% | 10.56% | 10.32% |
| 5 Year | 7.79% | 7.79% | 7.95% |
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 | -0.28% | -0.28% | 1.47% |
| 1 Year | 1.91% | 1.91% | 8.15% |
| 3 Year | 7.12% | 7.12% | 8.86% |
| 5 Year | 7.93% | 7.93% | 8.85% |
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 | 8.19% | 8.19% | 8.68% |
| 3 Year | 8.28% | 8.28% | 8.37% |
| 5 Year | 9.36% | 9.36% | 9.01% |
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 | 5.67% | 5.67% | 4.94% |
| Sharp | 0.66% | 0.66% | 0.71% |
| Beta | 1.09% | 1.09% | 1.09% |
| Alpha | 0.1% | 0.1% | -0.14% |
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 | 38.75 | 38.75 | 35.81 |
| Large Cap | 50.6 | 50.6 | 48.04 |
| Small Cap | 3.81 | 3.81 | 4.44 |
| Mid Cap | 6.84 | 6.84 | 11.72 |
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 | 33.12 | 33.12 | 31.85 |
| Energy | 3.73 | 3.73 | 3.89 |
| Technology | 6.45 | 6.45 | 4.93 |
| Healthcare | 2.52 | 2.52 | 3.1 |
| Consumer Defensive | 6.99 | 6.99 | 1.91 |
| Industrials | 5.68 | 5.68 | 8.36 |
| Financial Services | 24.94 | 24.94 | 20.07 |
| Basic Materials | 6.91 | 6.91 | 7.56 |
| Real Estate | 0.42 | 0.42 | 2.4 |
| Consumer Cyclical | 5.82 | 5.82 | 7.27 |
| Communication Services | 1.04 | 1.04 | 4.01 |
| Utilities | 2.37 | 2.37 | 4.65 |
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