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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) | ₹394 Cr | ₹394 Cr | ₹278 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 | -1.22% | -1.22% | -0.52% |
| 6 Month | -2.72% | -2.72% | 1.56% |
| 1 Year | 1.79% | 1.79% | 6.37% |
| 3 Year | 10.22% | 10.22% | 9.68% |
| 5 Year | 7.56% | 7.56% | 8.23% |
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 | -1.35% | -1.35% | 0.95% |
| 1 Year | 0.51% | 0.51% | 5.76% |
| 3 Year | 6.9% | 6.9% | 8.48% |
| 5 Year | 7.75% | 7.75% | 8.55% |
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 | 8.19% | 8.19% | 7% |
| 3 Year | 8.28% | 8.28% | 7.16% |
| 5 Year | 9.36% | 9.36% | 6.98% |
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 | 5.03% | 5.03% | 3.99% |
| Sharp | 0.8% | 0.8% | 1.18% |
| Beta | 1.09% | 1.09% | 0.79% |
| Alpha | 0.1% | 0.1% | 0.79% |
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 | 38.75 | 38.75 | 32.91 |
| Large Cap | 50.6 | 50.6 | 59.84 |
| Small Cap | 3.81 | 3.81 | 0.75 |
| Mid Cap | 6.84 | 6.84 | 6.5 |
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 | 33.12 | 33.12 | 31.89 |
| Energy | 3.73 | 3.73 | 4.9 |
| Technology | 6.45 | 6.45 | 2.2 |
| Healthcare | 2.52 | 2.52 | 4.06 |
| Consumer Defensive | 6.99 | 6.99 | 0.65 |
| Industrials | 5.68 | 5.68 | 10.31 |
| Financial Services | 24.94 | 24.94 | 29.36 |
| Basic Materials | 6.91 | 6.91 | 4.14 |
| Real Estate | 0.42 | 0.42 | - |
| Consumer Cyclical | 5.82 | 5.82 | 1.68 |
| Communication Services | 1.04 | 1.04 | 6.41 |
| Utilities | 2.37 | 2.37 | 4.4 |
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