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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 | ₹272 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 | -0.42% | -0.42% | 0.89% |
| 6 Month | -0.23% | -0.23% | 3.09% |
| 1 Year | 0.77% | 0.77% | 5.88% |
| 3 Year | 10.3% | 10.3% | 9.65% |
| 5 Year | 8.4% | 8.4% | 9.18% |
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 | -0.13% | -0.13% | 1.95% |
| 1 Year | 3.4% | 3.4% | 8.01% |
| 3 Year | 8.55% | 8.55% | 9.41% |
| 5 Year | 8.56% | 8.56% | 9.02% |
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 | 8.36% | 8.36% | 7.02% |
| 3 Year | 8.18% | 8.18% | 7.15% |
| 5 Year | 9.43% | 9.43% | 6.97% |
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 | 5.60% | 5.60% | 3.52% |
| Sharp | 0.70% | 0.70% | 0.79% |
| 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 | 38.26 | 38.26 | 32.38 |
| Large Cap | 42.67 | 42.67 | 60.4 |
| Small Cap | 8.38 | 8.38 | 0.82 |
| Mid Cap | 10.69 | 10.69 | 6.41 |
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 | 34.17 | 34.17 | 31.5 |
| Energy | 3.17 | 3.17 | 4.75 |
| Technology | 6.25 | 6.25 | 3.78 |
| Healthcare | 2.54 | 2.54 | 3.98 |
| Consumer Defensive | 7.03 | 7.03 | 4.69 |
| Industrials | 7.46 | 7.46 | 10.48 |
| Financial Services | 21.86 | 21.86 | 23.89 |
| Utilities | 1.68 | 1.68 | 4.65 |
| Basic Materials | 6.85 | 6.85 | 4.27 |
| Real Estate | 0.39 | 0.39 | - |
| Consumer Cyclical | 6.03 | 6.03 | 1.62 |
| Communication Services | 2.57 | 2.57 | 6.39 |
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