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Invesco India Equity Savings Fund vs Nippon India Equity Savings Fund compare
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderately High | Moderately High |
| Asset Size (Cr) | ₹945 Cr | ₹423 Cr | ₹423 Cr |
| Min Investment | ₹5000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 30 May 2015 | 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 | 544% | 469% | 469% |
| Expense Ratio | 1.65 | 2.3 | 2.3 |
| Manager | Anand Devendra Gupta | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF204KA1W02 | INF205KA1023 | INF205KA1023 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | - | -1.06% | -1.06% |
| 6 Month | - | -0.45% | -0.45% |
| 1 Year | - | -0.18% | -0.18% |
| 3 Year | - | 10.36% | 10.36% |
| 5 Year | - | 8.09% | 8.09% |
SIP Return Analysis
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | -0.52% | -0.52% |
| 1 Year | - | 3.11% | 3.11% |
| 3 Year | - | 8.26% | 8.26% |
| 5 Year | - | 8.39% | 8.39% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | - | 8.36% | 8.36% |
| 3 Year | - | 8.18% | 8.18% |
| 5 Year | - | 9.43% | 9.43% |
Risk Management
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 3.57% | 5.60% | 5.60% |
| Sharp | 0.49% | 0.70% | 0.70% |
| Beta | 0.67% | - | - |
| Alpha | 0.15% | - | - |
Fund Managers
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Anand Devendra Gupta | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹12754 Cr | ₹24743 Cr | ₹24743 Cr |
| Funds Managed | 3 | 19 | 19 |
| Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 75.78 | 36.38 | 36.38 |
| Large Cap | 64.22 | 44.4 | 44.4 |
| Small Cap | 1.93 | 8.54 | 8.54 |
| Mid Cap | 4.07 | 10.68 | 10.68 |
Sector Allocation
| Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 75.78 | 31.98 | 31.98 |
| Telecom - Services | 1.11 | - | - |
| Petroleum Products | 5.6 | - | - |
| IT - Software | 5.32 | - | - |
| Construction | 4.46 | - | - |
| Pharmaceuticals & Biotechnology | 1.48 | - | - |
| Personal Products | 0.23 | - | - |
| Ferrous Metals | 1.48 | - | - |
| Finance | 2.7 | - | - |
| Consumer Durables | 0.58 | - | - |
| Diversified FMCG | 3.86 | - | - |
| Banks | 16.92 | - | - |
| Cement & Cement Products | 3.89 | - | - |
| Automobiles | 5.92 | - | - |
| Insurance | 1.18 | - | - |
| Diversified Metals | 3.02 | - | - |
| Agricultural, Commercial & Construction Vehicles | 1.35 | - | - |
| Aerospace & Defense | 0.53 | - | - |
| Realty | 0.38 | - | - |
| Industrial Products | 0.68 | - | - |
| Consumable Fuels | 3.15 | - | - |
| Fertilizers & Agrochemicals | 0.53 | - | - |
| Retailing | 0.43 | - | - |
| Power | 4.73 | - | - |
| Auto Components | 0.69 | - | - |
| Energy | - | 3.47 | 3.47 |
| Technology | - | 6.65 | 6.65 |
| Healthcare | - | 2.75 | 2.75 |
| Industrials | - | 7.63 | 7.63 |
| Financial Services | - | 23.18 | 23.18 |
| Consumer Defensive | - | 6.67 | 6.67 |
| Basic Materials | - | 6.52 | 6.52 |
| Real Estate | - | 0.42 | 0.42 |
| Consumer Cyclical | - | 6.44 | 6.44 |
| Communication Services | - | 2.63 | 2.63 |
| Utilities | - | 1.67 | 1.67 |
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