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 | 2.97% | 3.03% | 3.03% |
6 Month | 3.24% | 2.76% | 2.76% |
1 Year | 9.29% | 9.66% | 9.66% |
3 Year | 12.19% | 12.21% | 12.21% |
5 Year | 14.04% | 11.19% | 11.19% |
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 | 3.79% | 3.52% | 3.52% |
1 Year | 7.47% | 6.54% | 6.54% |
3 Year | 11.72% | 12.54% | 12.54% |
5 Year | 11.03% | 10.4% | 10.4% |
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 | 0.67% | 0.363% | 0.363% |
Beta | 0.93% | - | - |
Alpha | 0.67% | - | - |
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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 | 3.98 | 34.17 | 34.17 |
Large Cap | 44.38 | 47.43 | 47.43 |
Mid Cap | 7.94 | 8.99 | 8.99 |
Small Cap | 15.61 | 9.41 | 9.41 |
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 | -2.92 | 33.65 | 33.65 |
Telecom - Services | 1.48 | - | - |
Petroleum Products | 5.74 | - | - |
Electrical Equipment | 0.26 | - | - |
IT - Software | 1.43 | - | - |
Pharmaceuticals & Biotechnology | 0.82 | - | - |
Cement & Cement Products | 2.65 | - | - |
Construction | 3.13 | - | - |
Ferrous Metals | 0.55 | - | - |
Finance | 3.12 | - | - |
Capital Markets | 0.97 | - | - |
Banks | 22.51 | - | - |
Retailing | 0.58 | - | - |
Non - Ferrous Metals | 1.74 | - | - |
Realty | 3.85 | - | - |
Leisure Services | 2.95 | - | - |
Consumer Durables | 1.86 | - | - |
Aerospace & Defense | 0.42 | - | - |
Fertilizers & Agrochemicals | 0.9 | - | - |
Chemicals & Petrochemicals | 1.22 | - | - |
Transport Infrastructure | 4.33 | - | - |
Automobiles | 3.26 | - | - |
Insurance | 0.17 | - | - |
Gas | 0.04 | - | - |
Transport Services | 0.9 | - | - |
Industrial Products | 1.11 | - | - |
Diversified Metals | 0.05 | - | - |
Oil | 0.1 | - | - |
Power | 1.49 | - | - |
Textiles & Apparels | 2.13 | - | - |
Household Products | 0.31 | - | - |
Auto Components | 2.47 | - | - |
Metals & Minerals Trading | 0.09 | - | - |
Healthcare Services | 1.94 | - | - |
Consumable Fuels | 0.02 | - | - |
Minerals & Mining | 0.1 | - | - |
Beverages | 0.14 | - | - |
Energy | - | 3.2 | 3.2 |
Technology | - | 9.68 | 9.68 |
Healthcare | - | 6.33 | 6.33 |
Consumer Defensive | - | 7.49 | 7.49 |
Industrials | - | 7.25 | 7.25 |
Financial Services | - | 17.82 | 17.82 |
Consumer Cyclical | - | 5.1 | 5.1 |
Utilities | - | 3.41 | 3.41 |
Basic Materials | - | 4.97 | 4.97 |
Real Estate | - | 0.74 | 0.74 |
Communication Services | - | 0.35 | 0.35 |
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