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Invesco India Equity Savings Fund vs SBI Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | SBI Equity Savings Fund - Regular Plan - 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) | ₹5705 Cr | ₹402 Cr | ₹402 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 27 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 | 39% | 469% | 469% |
| Expense Ratio | 1.42 | 2.3 | 2.3 |
| Manager | Pradeep Kesavan | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF200KA1DA4 | INF205KA1023 | INF205KA1023 |
| Exits Load | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 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 | SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 2.16% | 1.66% | 1.66% |
| 6 Month | 0.9% | -0.12% | -0.12% |
| 1 Year | 7.31% | 8.04% | 8.04% |
| 3 Year | 10.18% | 10.11% | 10.11% |
| 5 Year | 12.89% | 9.9% | 9.9% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 2.03% | 0.98% | 0.98% |
| 1 Year | 4.53% | 2.37% | 2.37% |
| 3 Year | 10.95% | 11.43% | 11.43% |
| 5 Year | 10.69% | 9.76% | 9.76% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 9.28% | 9.26% | 9.26% |
| 3 Year | 9.03% | 7.81% | 7.81% |
| 5 Year | 8.69% | 9.43% | 9.43% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 4.73% | 6.046% | 6.046% |
| Sharp | 0.33% | 0.363% | 0.363% |
| Beta | 0.91% | - | - |
| Alpha | 0.71% | - | - |
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Fund Managers
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Pradeep Kesavan | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹434274 Cr | ₹24743 Cr | ₹24743 Cr |
| Funds Managed | 43 | 19 | 19 |
| SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 34.27 | 34.17 | 34.17 |
| Large Cap | 42.02 | 47.43 | 47.43 |
| Small Cap | 16.55 | 9.41 | 9.41 |
| Mid Cap | 7.16 | 8.99 | 8.99 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 33.39 | 33.65 | 33.65 |
| Communication Services | 1.48 | 0.35 | 0.35 |
| Energy | 4.29 | 3.2 | 3.2 |
| Industrials | 6.66 | 7.25 | 7.25 |
| Technology | 1.6 | 9.68 | 9.68 |
| Consumer Cyclical | 12.41 | 5.1 | 5.1 |
| Healthcare | 3.39 | 6.33 | 6.33 |
| Basic Materials | 7.46 | 4.97 | 4.97 |
| Consumer Defensive | 0.13 | 7.49 | 7.49 |
| Financial Services | 27.03 | 17.82 | 17.82 |
| Utilities | 1.36 | 3.41 | 3.41 |
| Real Estate | 0.8 | 0.74 | 0.74 |
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