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) | ₹460 Cr | ₹460 Cr | ₹1670 Cr |
Min Investment | ₹1000 | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
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 | -0.07% | -0.07% | 0.68% |
6 Month | 4.19% | 4.19% | 5.93% |
1 Year | 2.13% | 2.13% | 6.64% |
3 Year | 11.38% | 11.38% | 11.43% |
5 Year | 9.2% | 9.2% | 11.88% |
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 | 0.56% | 0.56% | 1.89% |
1 Year | 5.46% | 5.46% | 10.35% |
3 Year | 10.06% | 10.06% | 11.03% |
5 Year | 9.33% | 9.33% | 10.53% |
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 | 8.66% | 8.66% | 10.79% |
3 Year | 8.07% | 8.07% | 11.06% |
5 Year | 9.54% | 9.54% | 12.06% |
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 | 5.58% | 5.58% | 5.43% |
Sharp | 0.72% | 0.72% | 0.78% |
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 | 36.95 | 36.95 | 35.9 |
Large Cap | 42.47 | 42.47 | 50.05 |
Small Cap | 8.42 | 8.42 | 6.87 |
Mid Cap | 12.15 | 12.15 | 7.18 |
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 | 33.56 | 33.56 | 33.76 |
Energy | 2.93 | 2.93 | 3.9 |
Technology | 7.1 | 7.1 | 4.27 |
Healthcare | 2.22 | 2.22 | 5.55 |
Consumer Defensive | 7.1 | 7.1 | 3.19 |
Industrials | 8.68 | 8.68 | 6.02 |
Financial Services | 20.67 | 20.67 | 20.53 |
Utilities | 2.01 | 2.01 | 3.79 |
Basic Materials | 7.71 | 7.71 | 6.79 |
Real Estate | 0.48 | 0.48 | 1.12 |
Consumer Cyclical | 5.33 | 5.33 | 8.88 |
Communication Services | 2.21 | 2.21 | 2.19 |
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