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) | ₹414 Cr | ₹414 Cr | ₹639 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 | 1% | 1% | 1.89% |
6 Month | 1.39% | 1.39% | 3.91% |
1 Year | 5.94% | 5.94% | 8.89% |
3 Year | 12.82% | 12.82% | 12.33% |
5 Year | 10.13% | 10.13% | 11.32% |
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 | 4.63% | 4.63% | 4.45% |
1 Year | 8.08% | 8.08% | 10.83% |
3 Year | 12.39% | 12.39% | 12.03% |
5 Year | 10.46% | 10.46% | 10.79% |
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 | 9.05% | 9.05% | 8.74% |
3 Year | 7.97% | 7.97% | 8.85% |
5 Year | 9.5% | 9.5% | 8.96% |
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 | 5.67% | 5.67% | 3.88% |
Sharp | 1.04% | 1.04% | 1.31% |
Beta | - | - | - |
Alpha | - | - | - |
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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 | 34.14 | 34.14 | 36.56 |
Large Cap | 45.93 | 45.93 | 48.39 |
Small Cap | 9.13 | 9.13 | 6.19 |
Mid Cap | 10.79 | 10.79 | 8.86 |
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 | 32.76 | 32.76 | 33.68 |
Energy | 2.6 | 2.6 | 9.18 |
Technology | 6.95 | 6.95 | 3.38 |
Healthcare | 4.31 | 4.31 | 3.81 |
Consumer Defensive | 6.8 | 6.8 | 2.76 |
Industrials | 9.47 | 9.47 | 6.32 |
Financial Services | 19.86 | 19.86 | 18.57 |
Utilities | 3.04 | 3.04 | 2.19 |
Basic Materials | 6.1 | 6.1 | 9.91 |
Real Estate | 0.6 | 0.6 | 0.4 |
Consumer Cyclical | 6.28 | 6.28 | 5.38 |
Communication Services | 1.23 | 1.23 | 4.41 |
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