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) | ₹459 Cr | ₹459 Cr | ₹269 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 | 1.41% | 1.41% | 0.98% |
6 Month | 7.25% | 7.25% | 7.79% |
1 Year | 2.28% | 2.28% | 3.88% |
3 Year | 10.63% | 10.63% | 9.44% |
5 Year | 9.37% | 9.37% | 8.44% |
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 | 1.72% | 1.72% | 1.88% |
1 Year | 6.02% | 6.02% | 7.57% |
3 Year | 10.74% | 10.74% | 9.64% |
5 Year | 9.6% | 9.6% | 8.95% |
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 | 8.84% | 8.84% | 9.21% |
3 Year | 8.03% | 8.03% | 8.13% |
5 Year | 9.62% | 9.62% | 9.28% |
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 | 5.70% | 5.70% | 5.00% |
Sharp | 0.62% | 0.62% | 0.50% |
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 | 36.99 | 36.99 | 35.85 |
Large Cap | 43.88 | 43.88 | 49.22 |
Small Cap | 8.28 | 8.28 | 5.15 |
Mid Cap | 10.85 | 10.85 | 9.78 |
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 | 33.84 | 33.84 | 29.05 |
Energy | 2.07 | 2.07 | 5.06 |
Technology | 6.41 | 6.41 | 3.27 |
Healthcare | 4.19 | 4.19 | 3.88 |
Consumer Defensive | 5.65 | 5.65 | 2.68 |
Industrials | 10.13 | 10.13 | 8.3 |
Financial Services | 20.61 | 20.61 | 19.28 |
Utilities | 2.86 | 2.86 | 5.85 |
Basic Materials | 6.95 | 6.95 | 7.32 |
Real Estate | 0.52 | 0.52 | 5.96 |
Consumer Cyclical | 5.63 | 5.63 | 5.46 |
Communication Services | 1.15 | 1.15 | 3.9 |
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