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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) | ₹5993 Cr | ₹438 Cr | ₹438 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 | 1.43 | 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 | 0.32% | -0.42% | -0.42% |
| 6 Month | 2.57% | -0.23% | -0.23% |
| 1 Year | 4.47% | 0.77% | 0.77% |
| 3 Year | 11.04% | 10.3% | 10.3% |
| 5 Year | 10.33% | 8.4% | 8.4% |
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 | 2.11% | 0.38% | 0.38% |
| 1 Year | 9.62% | 4.46% | 4.46% |
| 3 Year | 10.15% | 9.11% | 9.11% |
| 5 Year | 10.04% | 8.89% | 8.89% |
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 | 8.68% | 8.36% | 8.36% |
| 3 Year | 9.42% | 8.18% | 8.18% |
| 5 Year | 8.88% | 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% | 5.58% | 5.58% |
| Sharp | 0.93% | 0.76% | 0.76% |
| Beta | 0.89% | - | - |
| Alpha | 1.37% | - | - |
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 | 6.92 | 38.26 | 38.26 |
| Large Cap | 42.52 | 42.67 | 42.67 |
| Mid Cap | 9.37 | 10.69 | 10.69 |
| Small Cap | 15.71 | 8.38 | 8.38 |
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 | 2.97 | 34.17 | 34.17 |
| Petroleum Products | 5.27 | - | - |
| IT - Software | 1.66 | - | - |
| Cement & Cement Products | 2.93 | - | - |
| Pharmaceuticals & Biotechnology | 0.29 | - | - |
| Construction | 3.07 | - | - |
| Ferrous Metals | 2.54 | - | - |
| Retailing | 2.51 | - | - |
| Finance | 4.97 | - | - |
| Consumer Durables | 3.48 | - | - |
| Banks | 17.9 | - | - |
| Non - Ferrous Metals | 1.51 | - | - |
| Realty | 4.41 | - | - |
| Chemicals & Petrochemicals | 2.28 | - | - |
| Leisure Services | 2.65 | - | - |
| Aerospace & Defense | 0.57 | - | - |
| Electrical Equipment | 0.18 | - | - |
| Transport Infrastructure | 1.01 | - | - |
| Automobiles | 1.62 | - | - |
| Telecom - Services | 0.44 | - | - |
| Insurance | 1.24 | - | - |
| Capital Markets | 0.04 | - | - |
| Gas | 0.04 | - | - |
| Transport Services | 1.12 | - | - |
| Industrial Products | 0.16 | - | - |
| Diversified Metals | 0.32 | - | - |
| Oil | 0.02 | - | - |
| Power | 0.97 | - | - |
| Personal Products | 0.75 | - | - |
| Textiles & Apparels | 2.46 | - | - |
| Auto Components | 2.79 | - | - |
| Healthcare Services | 1.32 | - | - |
| Financial Technology (Fintech) | 0.14 | - | - |
| Metals & Minerals Trading | 0.12 | - | - |
| Consumable Fuels | 0.02 | - | - |
| Minerals & Mining | 0.1 | - | - |
| Agricultural Food & other Products | 0.51 | - | - |
| Beverages | 0.14 | - | - |
| Energy | - | 3.17 | 3.17 |
| Technology | - | 6.25 | 6.25 |
| Healthcare | - | 2.54 | 2.54 |
| Consumer Defensive | - | 7.03 | 7.03 |
| Industrials | - | 7.46 | 7.46 |
| Financial Services | - | 21.86 | 21.86 |
| Utilities | - | 1.68 | 1.68 |
| Basic Materials | - | 6.85 | 6.85 |
| Real Estate | - | 0.39 | 0.39 |
| Consumer Cyclical | - | 6.03 | 6.03 |
| Communication Services | - | 2.57 | 2.57 |
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