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Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
PGIM India Equity Savings Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹426 Cr | ₹426 Cr | ₹73 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 14 Feb 2025 |
| 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 | 469% | 469% | 69% |
| Expense Ratio | 2.3 | 2.3 | 1.32 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Puneet Pal |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF223J01FB7 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| 1 Month | -0.72% | -0.72% | -0.05% |
| 6 Month | 3.8% | 3.8% | 3.8% |
| 1 Year | 4.29% | 4.29% | 5.63% |
| 3 Year | 11.46% | 11.46% | 7.3% |
| 5 Year | 9.58% | 9.58% | 8.98% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| 6 Month | 3.21% | 3.21% | 1.92% |
| 1 Year | 6.1% | 6.1% | 6.4% |
| 3 Year | 11.76% | 11.76% | 7.39% |
| 5 Year | 10.13% | 10.13% | 7.31% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| 1 Year | 8.84% | 8.84% | 7.35% |
| 3 Year | 8.03% | 8.03% | 7.32% |
| 5 Year | 9.62% | 9.62% | 7.55% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Standard Deviation | 5.67% | 5.67% | 2.18% |
| Sharp | 1.04% | 1.04% | 0.46% |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Puneet Pal |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹20950 Cr |
| Funds Managed | 19 | 19 | 19 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
Market Cap
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Others | 36.02 | 36.02 | 38.17 |
| Large Cap | 44.36 | 44.36 | 55.1 |
| Small Cap | 8.81 | 8.81 | 0.42 |
| Mid Cap | 10.8 | 10.8 | 6.31 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Others | 33.24 | 33.24 | 29.31 |
| Energy | 2.67 | 2.67 | 9.81 |
| Technology | 6.93 | 6.93 | 1.95 |
| Healthcare | 4.18 | 4.18 | 1.41 |
| Consumer Defensive | 6.3 | 6.3 | 1.02 |
| Industrials | 9.33 | 9.33 | 7.15 |
| Financial Services | 19.91 | 19.91 | 23.28 |
| Utilities | 3.06 | 3.06 | - |
| Basic Materials | 6.13 | 6.13 | 17.97 |
| Real Estate | 0.56 | 0.56 | - |
| Consumer Cyclical | 6.39 | 6.39 | 6.24 |
| Communication Services | 1.29 | 1.29 | 1.85 |
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