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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) | ₹9023 Cr | ₹438 Cr | ₹438 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 | 0.64% | -0.58% | -0.58% |
| 6 Month | 5.76% | 0.21% | 0.21% |
| 1 Year | 6.01% | 1.31% | 1.31% |
| 3 Year | 11.45% | 10.32% | 10.32% |
| 5 Year | 10.95% | 8.47% | 8.47% |
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 | 3.02% | 0.38% | 0.38% |
| 1 Year | 12.14% | 4.46% | 4.46% |
| 3 Year | 11.01% | 9.11% | 9.11% |
| 5 Year | 10.99% | 8.89% | 8.89% |
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 | 8.31% | 8.36% | 8.36% |
| 3 Year | 9.08% | 8.18% | 8.18% |
| 5 Year | 8.86% | 9.43% | 9.43% |
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 | 3.82% | 5.58% | 5.58% |
| Sharp | 1.1% | 0.76% | 0.76% |
| Beta | 1.02% | - | - |
| Alpha | 1.44% | - | - |
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 | 29.08 | 38.26 | 38.26 |
| Large Cap | 20.8 | 42.67 | 42.67 |
| Mid Cap | 12.18 | 10.69 | 10.69 |
| Small Cap | 5.72 | 8.38 | 8.38 |
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 | 28.22 | 34.17 | 34.17 |
| Telecom - Services | 3.45 | - | - |
| Petroleum Products | 1.48 | - | - |
| IT - Software | 2.38 | - | - |
| Retailing | 4.02 | - | - |
| Pharmaceuticals & Biotechnology | -0.01 | - | - |
| Construction | 0.86 | - | - |
| Ferrous Metals | 0.2 | - | - |
| Finance | 4.05 | - | - |
| Banks | 5.98 | - | - |
| Diversified FMCG | 2.57 | - | - |
| Non - Ferrous Metals | 0 | - | - |
| Cement & Cement Products | 0.89 | - | - |
| Leisure Services | 1 | - | - |
| Aerospace & Defense | -0.01 | - | - |
| Electrical Equipment | 0.62 | - | - |
| Insurance | 0.36 | - | - |
| Power | 2.64 | - | - |
| Consumer Durables | 0.01 | - | - |
| Automobiles | 6.45 | - | - |
| Transport Services | 0 | - | - |
| Diversified Metals | -0.02 | - | - |
| Realty | -0.01 | - | - |
| Metals & Minerals Trading | 0 | - | - |
| Entertainment | 0.3 | - | - |
| Healthcare Services | 0 | - | - |
| Minerals & Mining | 0 | - | - |
| Fertilizers & Agrochemicals | 0 | - | - |
| Transport Infrastructure | -0.01 | - | - |
| Beverages | 2.08 | - | - |
| Industrial Manufacturing | 0.28 | - | - |
| Energy | - | 3.17 | 3.17 |
| Technology | - | 6.25 | 6.25 |
| Healthcare | - | 2.54 | 2.54 |
| Consumer Defensive | - | 7.03 | 7.03 |
| Industrials | - | 7.46 | 7.46 |
| Financial Services | - | 21.86 | 21.86 |
| Utilities | - | 1.68 | 1.68 |
| Basic Materials | - | 6.85 | 6.85 |
| Real Estate | - | 0.39 | 0.39 |
| Consumer Cyclical | - | 6.03 | 6.03 |
| Communication Services | - | 2.57 | 2.57 |
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