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Invesco India Equity Savings Fund vs Tata Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹438 Cr | ₹438 Cr | ₹268 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 18 Aug 2003 |
| 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 | 469% | 469% | 59.93% |
| Expense Ratio | 2.3 | 2.3 | 1.13 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Sailesh Jain |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF277K01907 |
| 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 | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 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 | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| 1 Month | -1.27% | -1.27% | 0.03% |
| 6 Month | 5.61% | 5.61% | 4.86% |
| 1 Year | 3.76% | 3.76% | 6.17% |
| 3 Year | 10.55% | 10.55% | 9.54% |
| 5 Year | 9.33% | 9.33% | 10.1% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| 6 Month | 1.37% | 1.37% | 1.78% |
| 1 Year | 3.44% | 3.44% | 6.54% |
| 3 Year | 10.41% | 10.41% | 9.77% |
| 5 Year | 9.37% | 9.37% | 9.19% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| 1 Year | 8.84% | 8.84% | 7.1% |
| 3 Year | 8.03% | 8.03% | 7.1% |
| 5 Year | 9.62% | 9.62% | 6.94% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Standard Deviation | 5.62% | 5.62% | 3.66% |
| Sharp | 0.81% | 0.81% | 0.84% |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Sailesh Jain |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹17041 Cr |
| Funds Managed | 19 | 19 | 7 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Others | 36.99 | 36.99 | 35.45 |
| Large Cap | 43.88 | 43.88 | 58.29 |
| Small Cap | 8.28 | 8.28 | 0.78 |
| Mid Cap | 10.85 | 10.85 | 5.47 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Others | 33.84 | 33.84 | 34.67 |
| Energy | 2.07 | 2.07 | 5.08 |
| Technology | 6.41 | 6.41 | 3.72 |
| Healthcare | 4.19 | 4.19 | 3.27 |
| Consumer Defensive | 5.65 | 5.65 | 4.87 |
| Industrials | 10.13 | 10.13 | 10.37 |
| Financial Services | 20.61 | 20.61 | 21.42 |
| Utilities | 2.86 | 2.86 | 4.7 |
| Basic Materials | 6.95 | 6.95 | 4.48 |
| Real Estate | 0.52 | 0.52 | - |
| Consumer Cyclical | 5.63 | 5.63 | 1.37 |
| Communication Services | 1.15 | 1.15 | 6.05 |
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