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Invesco India Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹8452 Cr | ₹438 Cr | ₹438 Cr |
| Min Investment | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 13 Oct 2014 | 06 Mar 2019 | 06 Mar 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 | 492.24% | 469% | 469% |
| Expense Ratio | 1.76 | 2.3 | 2.3 |
| Manager | Abhishek Bisen | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF174K01C78 | INF205KA1023 | INF205KA1023 |
| Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.33% | -1.1% | -1.1% |
| 6 Month | 8.11% | 6.31% | 6.31% |
| 1 Year | 2.83% | 1.73% | 1.73% |
| 3 Year | 11.39% | 10.66% | 10.66% |
| 5 Year | 11.18% | 8.98% | 8.98% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 1.86% | 0.28% | 0.28% |
| 1 Year | 6.41% | 2.5% | 2.5% |
| 3 Year | 10.16% | 10% | 10% |
| 5 Year | 10.47% | 9.19% | 9.19% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 8.48% | 8.84% | 8.84% |
| 3 Year | 8.95% | 8.03% | 8.03% |
| 5 Year | 8.78% | 9.62% | 9.62% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.10% | 5.62% | 5.62% |
| Sharp | 0.90% | 0.81% | 0.81% |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹0 Cr | ₹24743 Cr | ₹24743 Cr |
| Funds Managed | 33 | 19 | 19 |
| Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 34.8 | 36.99 | 36.99 |
| Large Cap | 49.34 | 43.88 | 43.88 |
| Mid Cap | 9.46 | 10.85 | 10.85 |
| Small Cap | 6.41 | 8.28 | 8.28 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 34.03 | 33.84 | 33.84 |
| Communication Services | 10.45 | 1.15 | 1.15 |
| Energy | 3.83 | 2.07 | 2.07 |
| Technology | 3.02 | 6.41 | 6.41 |
| Consumer Cyclical | 10.86 | 5.63 | 5.63 |
| Healthcare | 0.8 | 4.19 | 4.19 |
| Consumer Defensive | 3.57 | 5.65 | 5.65 |
| Industrials | 4.93 | 10.13 | 10.13 |
| Basic Materials | 5.58 | 6.95 | 6.95 |
| Financial Services | 18.82 | 20.61 | 20.61 |
| Utilities | 3.72 | 2.86 | 2.86 |
| Real Estate | 0.38 | 0.52 | 0.52 |
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