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Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderately High | Moderately High |
| Asset Size (Cr) | ₹753 Cr | ₹426 Cr | ₹426 Cr |
| Min Investment | ₹5000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 30 May 2015 | 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 | 544% | 469% | 469% |
| Expense Ratio | 1.65 | 2.3 | 2.3 |
| Manager | Anand Devendra Gupta | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF204KA1W02 | INF205KA1023 | INF205KA1023 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -0.47% | -0.69% | -0.69% |
| 6 Month | 1.39% | 4.44% | 4.44% |
| 1 Year | 7.91% | 4.55% | 4.55% |
| 3 Year | 7.98% | 11.52% | 11.52% |
| 5 Year | 5.59% | 9.58% | 9.58% |
SIP Return Analysis
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | 3.21% | 3.21% |
| 1 Year | 5.42% | 6.1% | 6.1% |
| 3 Year | 9.17% | 11.76% | 11.76% |
| 5 Year | 8.95% | 10.13% | 10.13% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 6.7% | 9.05% | 9.05% |
| 3 Year | 2.98% | 7.97% | 7.97% |
| 5 Year | 1.86% | 9.5% | 9.5% |
Risk Management
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 3.74% | 5.67% | 5.67% |
| Sharp | 0.80% | 1.04% | 1.04% |
| Beta | 0.67% | - | - |
| Alpha | 0.15% | - | - |
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Fund Managers
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Anand Devendra Gupta | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹12754 Cr | ₹24743 Cr | ₹24743 Cr |
| Funds Managed | 3 | 19 | 19 |
| Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 75.78 | 36.02 | 36.02 |
| Large Cap | 64.22 | 44.36 | 44.36 |
| Small Cap | 1.93 | 8.81 | 8.81 |
| Mid Cap | 4.07 | 10.8 | 10.8 |
Sector Allocation
| Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 75.78 | 33.24 | 33.24 |
| Telecom - Services | 1.11 | - | - |
| Petroleum Products | 5.6 | - | - |
| IT - Software | 5.32 | - | - |
| Construction | 4.46 | - | - |
| Pharmaceuticals & Biotechnology | 1.48 | - | - |
| Personal Products | 0.23 | - | - |
| Ferrous Metals | 1.48 | - | - |
| Finance | 2.7 | - | - |
| Consumer Durables | 0.58 | - | - |
| Diversified FMCG | 3.86 | - | - |
| Banks | 16.92 | - | - |
| Cement & Cement Products | 3.89 | - | - |
| Automobiles | 5.92 | - | - |
| Insurance | 1.18 | - | - |
| Diversified Metals | 3.02 | - | - |
| Agricultural, Commercial & Construction Vehicles | 1.35 | - | - |
| Aerospace & Defense | 0.53 | - | - |
| Realty | 0.38 | - | - |
| Industrial Products | 0.68 | - | - |
| Consumable Fuels | 3.15 | - | - |
| Fertilizers & Agrochemicals | 0.53 | - | - |
| Retailing | 0.43 | - | - |
| Power | 4.73 | - | - |
| Auto Components | 0.69 | - | - |
| Energy | - | 2.67 | 2.67 |
| Technology | - | 6.93 | 6.93 |
| Healthcare | - | 4.18 | 4.18 |
| Consumer Defensive | - | 6.3 | 6.3 |
| Industrials | - | 9.33 | 9.33 |
| Financial Services | - | 19.91 | 19.91 |
| Utilities | - | 3.06 | 3.06 |
| Basic Materials | - | 6.13 | 6.13 |
| Real Estate | - | 0.56 | 0.56 |
| Consumer Cyclical | - | 6.39 | 6.39 |
| Communication Services | - | 1.29 | 1.29 |
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