Invesco India Equity Savings Fund vs Edelweiss Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderate |
| Asset Size (Cr) | ₹438 Cr | ₹438 Cr | ₹1028 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 13 Oct 2014 |
| 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% | 87% |
| Expense Ratio | 2.3 | 2.3 | 1.6 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Dhawal Dalal |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF843K01KG9 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -0.15% | -0.15% | 0.66% |
| 6 Month | 1.03% | 1.03% | 5.18% |
| 1 Year | 3.82% | 3.82% | 10.22% |
| 3 Year | 11.07% | 11.07% | 11.38% |
| 5 Year | 8.78% | 8.78% | 10.56% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | -0.03% | -0.03% | 2.37% |
| 1 Year | 4.14% | 4.14% | 10.79% |
| 3 Year | 9.14% | 9.14% | 11.24% |
| 5 Year | 8.84% | 8.84% | 10.34% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 8.44% | 8.44% | 8.62% |
| 3 Year | 8.13% | 8.13% | 8.98% |
| 5 Year | 9.45% | 9.45% | 9.13% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 5.58% | 5.58% | 3.62% |
| Sharp | 0.76% | 0.76% | 1.19% |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Dhawal Dalal |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹25974 Cr |
| Funds Managed | 19 | 19 | 12 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 38.26 | 38.26 | 40.06 |
| Large Cap | 42.67 | 42.67 | 36.8 |
| Small Cap | 8.38 | 8.38 | 6.44 |
| Mid Cap | 10.69 | 10.69 | 16.7 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 34.17 | 34.17 | 34.42 |
| Energy | 3.17 | 3.17 | 5.59 |
| Technology | 6.25 | 6.25 | 4.49 |
| Healthcare | 2.54 | 2.54 | 4.04 |
| Consumer Defensive | 7.03 | 7.03 | 1.5 |
| Industrials | 7.46 | 7.46 | 4.94 |
| Financial Services | 21.86 | 21.86 | 21.45 |
| Utilities | 1.68 | 1.68 | 1.5 |
| Basic Materials | 6.85 | 6.85 | 10.89 |
| Real Estate | 0.39 | 0.39 | 1.66 |
| Consumer Cyclical | 6.03 | 6.03 | 4.57 |
| Communication Services | 2.57 | 2.57 | 4.94 |
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