Mirae Asset Equity Savings Fund vs Invesco India Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹438 Cr | ₹438 Cr | ₹1732 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹99 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 17 Dec 2018 |
| 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 Index |
| Turn Over | 469% | 469% | 620% |
| Expense Ratio | 2.3 | 2.3 | 1.32 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Mahendra Kumar Jajoo |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF769K01EI5 |
| 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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| 1 Month | -0.42% | -0.42% | 0.48% |
| 6 Month | -0.23% | -0.23% | 3.87% |
| 1 Year | 0.77% | 0.77% | 7.01% |
| 3 Year | 10.3% | 10.3% | 10.79% |
| 5 Year | 8.4% | 8.4% | 11.02% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| 6 Month | -0.13% | -0.13% | 2.2% |
| 1 Year | 3.4% | 3.4% | 10.82% |
| 3 Year | 8.55% | 8.55% | 10.76% |
| 5 Year | 8.56% | 8.56% | 10.33% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| 1 Year | 8.36% | 8.36% | 10.5% |
| 3 Year | 8.18% | 8.18% | 11.12% |
| 5 Year | 9.43% | 9.43% | 12.01% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| Standard Deviation | 5.60% | 5.60% | 5.43% |
| Sharp | 0.70% | 0.70% | 0.74% |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Mahendra Kumar Jajoo |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹8876 Cr |
| Funds Managed | 19 | 19 | 4 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| Others | 38.26 | 38.26 | 36.73 |
| Large Cap | 42.67 | 42.67 | 49.77 |
| Small Cap | 8.38 | 8.38 | 6.3 |
| Mid Cap | 10.69 | 10.69 | 7.2 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|---|
| Others | 34.17 | 34.17 | 34.03 |
| Energy | 3.17 | 3.17 | 3.26 |
| Technology | 6.25 | 6.25 | 4.83 |
| Healthcare | 2.54 | 2.54 | 5.56 |
| Consumer Defensive | 7.03 | 7.03 | 3.13 |
| Industrials | 7.46 | 7.46 | 5.71 |
| Financial Services | 21.86 | 21.86 | 21.81 |
| Utilities | 1.68 | 1.68 | 3.49 |
| Basic Materials | 6.85 | 6.85 | 6.96 |
| Real Estate | 0.39 | 0.39 | 1.18 |
| Consumer Cyclical | 6.03 | 6.03 | 8.05 |
| Communication Services | 2.57 | 2.57 | 1.99 |
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