Invesco India Equity Savings Fund vs Mirae Asset Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹460 Cr | ₹460 Cr | ₹1670 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 17 Dec 2018 |
| 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 Index |
| Turn Over | 469% | 469% | 620% |
| Expense Ratio | 2.3 | 2.3 | 1.32 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Mahendra Kumar Jajoo |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF769K01EI5 |
| 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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| 1 Month | 0.78% | 0.78% | 1.78% |
| 6 Month | 3.33% | 3.33% | 5.89% |
| 1 Year | 3.21% | 3.21% | 8.48% |
| 3 Year | 11.02% | 11.02% | 11.36% |
| 5 Year | 9.24% | 9.24% | 12.03% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| 6 Month | 0.48% | 0.48% | 2.67% |
| 1 Year | 4.7% | 4.7% | 11.37% |
| 3 Year | 9.61% | 9.61% | 11.18% |
| 5 Year | 9.09% | 9.09% | 10.58% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| 1 Year | 8.66% | 8.66% | 10.79% |
| 3 Year | 8.07% | 8.07% | 11.06% |
| 5 Year | 9.54% | 9.54% | 12.06% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| Standard Deviation | 5.58% | 5.58% | 5.45% |
| Sharp | 0.76% | 0.76% | 0.80% |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Mahendra Kumar Jajoo |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹8876 Cr |
| Funds Managed | 19 | 19 | 4 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| Others | 36.95 | 36.95 | 35.9 |
| Large Cap | 42.47 | 42.47 | 50.05 |
| Small Cap | 8.42 | 8.42 | 6.87 |
| Mid Cap | 12.15 | 12.15 | 7.18 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| Others | 33.56 | 33.56 | 33.76 |
| Energy | 2.93 | 2.93 | 3.9 |
| Technology | 7.1 | 7.1 | 4.27 |
| Healthcare | 2.22 | 2.22 | 5.55 |
| Consumer Defensive | 7.1 | 7.1 | 3.19 |
| Industrials | 8.68 | 8.68 | 6.02 |
| Financial Services | 20.67 | 20.67 | 20.53 |
| Utilities | 2.01 | 2.01 | 3.79 |
| Basic Materials | 7.71 | 7.71 | 6.79 |
| Real Estate | 0.48 | 0.48 | 1.12 |
| Consumer Cyclical | 5.33 | 5.33 | 8.88 |
| Communication Services | 2.21 | 2.21 | 2.19 |
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