SBI Equity Savings Fund vs Invesco India Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Fund | SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderately High |
Asset Size (Cr) | ₹5616 Cr | ₹340 Cr | ₹340 Cr |
Min Investment | ₹1000 | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 27 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 | 39% | 469% | 469% |
Expense Ratio | 1.19 | 2.31 | 2.31 |
Manager | Pradeep Kesavan | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
ISIN Code | INF200KA1DA4 | INF205KA1023 | INF205KA1023 |
Exits Load | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 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 | 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 | SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -1.22% | -1.72% | -1.72% |
6 Month | -0.85% | -0.82% | -0.82% |
1 Year | 6.36% | 9.85% | 9.85% |
3 Year | 8.75% | 8.61% | 8.61% |
5 Year | 9.97% | 8.24% | 8.24% |
SIP Return Analysis
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | - | - | - |
1 Year | 3.31% | 5.63% | 5.63% |
3 Year | 10.61% | 11.93% | 11.93% |
5 Year | 10.81% | 10.14% | 10.14% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 9.28% | 9.26% | 9.26% |
3 Year | 9.03% | 7.81% | 7.81% |
5 Year | 8.69% | 9.43% | 9.43% |
Risk Management
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 4.73% | 5.03% | 5.03% |
Sharp | 0.48% | 0.6% | 0.6% |
Beta | 0.83% | 0.92% | 0.92% |
Alpha | 0.88% | 0.21% | 0.21% |
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Fund Managers
Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Pradeep Kesavan | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
Total AUM | ₹434274 Cr | ₹24743 Cr | ₹24743 Cr |
Fund Manage | 43 | 19 | 19 |
SBI Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | -7.3 | 33.36 | 33.36 |
Large Cap | 37.02 | 45.21 | 45.21 |
Small Cap | 20.78 | 10.28 | 10.28 |
Mid Cap | 13.35 | 11.15 | 11.15 |
Sector Allocation
Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | -7.3 | 33.36 | 33.36 |
Telecom - Services | 1.69 | - | - |
Petroleum Products | 2.35 | 3.3 | 3.3 |
Electrical Equipment | 0.45 | 2.75 | 2.75 |
IT - Software | 1.83 | 9.4 | 9.4 |
Pharmaceuticals & Biotechnology | 1.38 | 7.23 | 7.23 |
Industrial Manufacturing | 0.6 | 1.62 | 1.62 |
Cement & Cement Products | 0.91 | 1.85 | 1.85 |
Personal Products | 0.09 | 1.59 | 1.59 |
Construction | 1.81 | 0.84 | 0.84 |
Ferrous Metals | 0.64 | - | - |
Finance | 5.11 | 1.91 | 1.91 |
Capital Markets | 0.98 | - | - |
Banks | 19.06 | 11.13 | 11.13 |
Retailing | 0.99 | 3.25 | 3.25 |
Non - Ferrous Metals | 2.78 | 0.44 | 0.44 |
Realty | 1.94 | 0.55 | 0.55 |
Leisure Services | 1.81 | - | - |
Consumer Durables | 2.76 | 2.85 | 2.85 |
Aerospace & Defense | 0.65 | - | - |
Fertilizers & Agrochemicals | 0.86 | 0.27 | 0.27 |
Chemicals & Petrochemicals | 1.48 | 1.04 | 1.04 |
Transport Infrastructure | 4.99 | - | - |
Automobiles | 3.02 | 2.05 | 2.05 |
Transport Services | 1.24 | 1.65 | 1.65 |
Insurance | 0.1 | 0.72 | 0.72 |
Gas | 1 | 0.1 | 0.1 |
Diversified FMCG | 0.04 | 0.99 | 0.99 |
Industrial Products | 1.72 | 1.49 | 1.49 |
Diversified Metals | 0.05 | - | - |
Oil | 0.11 | - | - |
Food Products | 0.09 | 0.65 | 0.65 |
Power | 0.91 | 0.59 | 0.59 |
Household Products | 0.91 | - | - |
Auto Components | 2.79 | 0.26 | 0.26 |
Financial Technology (Fintech) | 0.61 | - | - |
Metals & Minerals Trading | 0.16 | - | - |
Healthcare Services | 0.97 | 0.61 | 0.61 |
Consumable Fuels | 0.17 | - | - |
Minerals & Mining | 0.13 | - | - |
Textiles & Apparels | 1.83 | - | - |
Beverages | 0.14 | 5.23 | 5.23 |
Other Utilities | - | 0.86 | 0.86 |
Paper, Forest & Jute Products | - | 0.6 | 0.6 |
Commercial Services & Supplies | - | 0.82 | 0.82 |
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