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Kotak Equity Savings Fund vs Invesco India Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - 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) | ₹8177 Cr | ₹402 Cr | ₹402 Cr |
| Min Investment | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 13 Oct 2014 | 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 | 492.24% | 469% | 469% |
| Expense Ratio | 1.76 | 2.3 | 2.3 |
| Manager | Abhishek Bisen | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF174K01C78 | INF205KA1023 | INF205KA1023 |
| Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.96% | 1.22% | 1.22% |
| 6 Month | 0.49% | 0.17% | 0.17% |
| 1 Year | 5.31% | 6.81% | 6.81% |
| 3 Year | 12.23% | 12.41% | 12.41% |
| 5 Year | 12.21% | 10.27% | 10.27% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 3.55% | 3.83% | 3.83% |
| 1 Year | 5.57% | 5.96% | 5.96% |
| 3 Year | 10.85% | 11.96% | 11.96% |
| 5 Year | 10.83% | 10.15% | 10.15% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 8.61% | 9.05% | 9.05% |
| 3 Year | 8.88% | 7.97% | 7.97% |
| 5 Year | 8.73% | 9.5% | 9.5% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.035% | 6.046% | 6.046% |
| Sharp | 0.584% | 0.363% | 0.363% |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹0 Cr | ₹24743 Cr | ₹24743 Cr |
| Funds Managed | 33 | 19 | 19 |
| Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 33.25 | 34.17 | 34.17 |
| Large Cap | 49.67 | 47.43 | 47.43 |
| Small Cap | 7.96 | 9.41 | 9.41 |
| Mid Cap | 9.11 | 8.99 | 8.99 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 32.97 | 33.65 | 33.65 |
| Communication Services | 9.32 | 0.35 | 0.35 |
| Energy | 4.49 | 3.2 | 3.2 |
| Technology | 3.54 | 9.68 | 9.68 |
| Consumer Cyclical | 11.11 | 5.1 | 5.1 |
| Healthcare | 1.04 | 6.33 | 6.33 |
| Consumer Defensive | 5.04 | 7.49 | 7.49 |
| Industrials | 5.06 | 7.25 | 7.25 |
| Financial Services | 14.57 | 17.82 | 17.82 |
| Basic Materials | 6.18 | 4.97 | 4.97 |
| Utilities | 6.36 | 3.41 | 3.41 |
| Real Estate | 0.31 | 0.74 | 0.74 |
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