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) | ₹394 Cr | ₹394 Cr | ₹1814 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 | -1.08% | -1.08% | -0.82% |
| 6 Month | -2.53% | -2.53% | 1.69% |
| 1 Year | 2.34% | 2.34% | 8.99% |
| 3 Year | 10.3% | 10.3% | 10.89% |
| 5 Year | 7.65% | 7.65% | 10.06% |
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 | -1.35% | -1.35% | 1.41% |
| 1 Year | 0.51% | 0.51% | 8.64% |
| 3 Year | 6.9% | 6.9% | 10.02% |
| 5 Year | 7.75% | 7.75% | 9.95% |
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 | 8.19% | 8.19% | 10.33% |
| 3 Year | 8.28% | 8.28% | 11.12% |
| 5 Year | 9.36% | 9.36% | 11.95% |
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 | 5.03% | 5.03% | 5.04% |
| Sharp | 0.8% | 0.8% | 0.97% |
| Beta | 1.09% | 1.09% | 1.19% |
| Alpha | 0.1% | 0.1% | 0.41% |
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 | 38.75 | 38.75 | 37.86 |
| Large Cap | 50.6 | 50.6 | 49.46 |
| Small Cap | 3.81 | 3.81 | 5.36 |
| Mid Cap | 6.84 | 6.84 | 7.32 |
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 | 33.12 | 33.12 | 33.18 |
| Energy | 3.73 | 3.73 | 3.43 |
| Technology | 6.45 | 6.45 | 5.64 |
| Healthcare | 2.52 | 2.52 | 5.42 |
| Consumer Defensive | 6.99 | 6.99 | 3.02 |
| Industrials | 5.68 | 5.68 | 6.02 |
| Financial Services | 24.94 | 24.94 | 21.79 |
| Basic Materials | 6.91 | 6.91 | 6.68 |
| Real Estate | 0.42 | 0.42 | 0.98 |
| Consumer Cyclical | 5.82 | 5.82 | 8.91 |
| Communication Services | 1.04 | 1.04 | 1.96 |
| Utilities | 2.37 | 2.37 | 2.98 |
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