PGIM India 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
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) | ₹402 Cr | ₹402 Cr | ₹90 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 | 1.66% | 1.66% | 1.27% |
6 Month | -0.12% | -0.12% | 3.05% |
1 Year | 8.04% | 8.04% | 6.97% |
3 Year | 10.11% | 10.11% | 6.79% |
5 Year | 9.9% | 9.9% | 9.37% |
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 | 0.98% | 0.98% | 2.16% |
1 Year | 2.37% | 2.37% | 6.15% |
3 Year | 11.43% | 11.43% | 7.49% |
5 Year | 9.76% | 9.76% | 7.6% |
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 | 9.26% | 9.26% | 7.48% |
3 Year | 7.81% | 7.81% | 7.33% |
5 Year | 9.43% | 9.43% | 7.5% |
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 | 6.046% | 6.046% | 2.237% |
Sharp | 0.363% | 0.363% | -0.182% |
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 | 34.17 | 34.17 | 31.03 |
Large Cap | 47.43 | 47.43 | 62.75 |
Small Cap | 9.41 | 9.41 | 0.46 |
Mid Cap | 8.99 | 8.99 | 5.75 |
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 | 33.65 | 33.65 | 30.87 |
Energy | 3.2 | 3.2 | 9.37 |
Technology | 9.68 | 9.68 | 2.58 |
Healthcare | 6.33 | 6.33 | 1.32 |
Consumer Defensive | 7.49 | 7.49 | 1.15 |
Industrials | 7.25 | 7.25 | 7.21 |
Financial Services | 17.82 | 17.82 | 23.4 |
Consumer Cyclical | 5.1 | 5.1 | 6.08 |
Utilities | 3.41 | 3.41 | - |
Basic Materials | 4.97 | 4.97 | 16.21 |
Real Estate | 0.74 | 0.74 | - |
Communication Services | 0.35 | 0.35 | 1.81 |
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