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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) | ₹9422 Cr | ₹423 Cr | ₹423 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 | 0.65% | -0.4% | -0.4% |
| 6 Month | 4.62% | -1.36% | -1.36% |
| 1 Year | 8.55% | 0.74% | 0.74% |
| 3 Year | 11.79% | 10.85% | 10.85% |
| 5 Year | 10.56% | 7.94% | 7.94% |
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 | 2.68% | -0.28% | -0.28% |
| 1 Year | 11.71% | 2.7% | 2.7% |
| 3 Year | 10.55% | 7.84% | 7.84% |
| 5 Year | 10.77% | 8.23% | 8.23% |
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 | 8.28% | 8.22% | 8.22% |
| 3 Year | 9.14% | 8.24% | 8.24% |
| 5 Year | 8.88% | 9.38% | 9.38% |
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 | 3.82% | 5.03% | 5.03% |
| Sharp | 1.09% | 0.85% | 0.85% |
| Beta | 1.04% | 1.06% | 1.06% |
| Alpha | 1.55% | 0.76% | 0.76% |
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 | 24.78 | 31.41 | 31.41 |
| Large Cap | 21.59 | 47.81 | 47.81 |
| Mid Cap | 11.98 | 12.23 | 12.23 |
| Small Cap | 6.27 | 8.55 | 8.55 |
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 | 23.97 | 31.41 | 31.41 |
| Telecom - Services | 5.93 | 2.63 | 2.63 |
| Petroleum Products | 1.44 | 3.47 | 3.47 |
| IT - Software | 2.11 | 4.8 | 4.8 |
| Retailing | 3.83 | 0.89 | 0.89 |
| Pharmaceuticals & Biotechnology | 0 | 0.94 | 0.94 |
| Construction | 1.02 | 0.83 | 0.83 |
| Ferrous Metals | 0 | 2.03 | 2.03 |
| Finance | 3.8 | 4.44 | 4.44 |
| Banks | 5.98 | 17.76 | 17.76 |
| Non - Ferrous Metals | 0 | 0.29 | 0.29 |
| Cement & Cement Products | 0.78 | 2.1 | 2.1 |
| Leisure Services | 0.84 | - | - |
| Aerospace & Defense | -0.01 | 0.32 | 0.32 |
| Electrical Equipment | 1.52 | 0.91 | 0.91 |
| Power | 2.39 | 1.67 | 1.67 |
| Automobiles | 6.13 | 3.69 | 3.69 |
| Transport Services | 0 | 1.82 | 1.82 |
| Insurance | 0 | 0.78 | 0.78 |
| Diversified FMCG | 2.37 | 1.97 | 1.97 |
| Diversified Metals | -0.01 | - | - |
| Realty | -0.01 | 0.42 | 0.42 |
| Consumer Durables | 0 | 3.11 | 3.11 |
| Metals & Minerals Trading | -0.05 | - | - |
| Entertainment | 0.29 | - | - |
| Healthcare Services | 0 | 0.09 | 0.09 |
| Minerals & Mining | -0.01 | - | - |
| Transport Infrastructure | -0.02 | - | - |
| Beverages | 2.04 | 3.5 | 3.5 |
| Industrial Manufacturing | 0.31 | 1.25 | 1.25 |
| Financial Technology (Fintech) | -0.02 | - | - |
| Industrial Products | - | 1.23 | 1.23 |
| Commercial Services & Supplies | - | 0.54 | 0.54 |
| Healthcare Equipment & Supplies | - | 1.3 | 1.3 |
| Chemicals & Petrochemicals | - | 1.65 | 1.65 |
| Capital Markets | - | 0.75 | 0.75 |
| Auto Components | - | 2.21 | 2.21 |
| Food Products | - | 1.2 | 1.2 |
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