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 | ₹750 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 | -0.55% | -0.55% | 0.93% |
6 Month | 6.29% | 6.29% | 6.71% |
1 Year | 3.75% | 3.75% | 7.9% |
3 Year | 10.81% | 10.81% | 11.05% |
5 Year | 9.39% | 9.39% | 10.81% |
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 | 1.37% | 1.37% | 2.94% |
1 Year | 3.44% | 3.44% | 9.03% |
3 Year | 10.41% | 10.41% | 11.25% |
5 Year | 9.37% | 9.37% | 10.3% |
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 | 8.84% | 8.84% | 8.7% |
3 Year | 8.03% | 8.03% | 8.9% |
5 Year | 9.62% | 9.62% | 9.05% |
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 | 5.62% | 5.62% | 3.77% |
Sharp | 0.81% | 0.81% | 1.15% |
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 | 36.99 | 36.99 | 42.26 |
Large Cap | 43.88 | 43.88 | 40.35 |
Small Cap | 8.28 | 8.28 | 5.59 |
Mid Cap | 10.85 | 10.85 | 11.8 |
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 | 33.84 | 33.84 | 37.57 |
Energy | 2.07 | 2.07 | 7.34 |
Technology | 6.41 | 6.41 | 2.88 |
Healthcare | 4.19 | 4.19 | 4.36 |
Consumer Defensive | 5.65 | 5.65 | 1.95 |
Industrials | 10.13 | 10.13 | 4.85 |
Financial Services | 20.61 | 20.61 | 18.61 |
Utilities | 2.86 | 2.86 | 1.78 |
Basic Materials | 6.95 | 6.95 | 7.08 |
Real Estate | 0.52 | 0.52 | 1.53 |
Consumer Cyclical | 5.63 | 5.63 | 6.32 |
Communication Services | 1.15 | 1.15 | 5.73 |
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