- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹5431 Cr | ₹402 Cr | ₹402 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 | 1.43 | 2.3 | 2.3 |
| 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 | 1.72% | 1.22% | 1.22% |
| 6 Month | 1.6% | 0.17% | 0.17% |
| 1 Year | 7.29% | 6.81% | 6.81% |
| 3 Year | 12.64% | 12.41% | 12.41% |
| 5 Year | 13.3% | 10.27% | 10.27% |
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 | 4.87% | 3.83% | 3.83% |
| 1 Year | 8.51% | 5.96% | 5.96% |
| 3 Year | 11.63% | 11.96% | 11.96% |
| 5 Year | 10.95% | 10.15% | 10.15% |
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 | 9.05% | 9.05% | 9.05% |
| 3 Year | 9.13% | 7.97% | 7.97% |
| 5 Year | 8.74% | 9.5% | 9.5% |
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 | 5.06% | 6.046% | 6.046% |
| Sharp | 1.04% | 0.363% | 0.363% |
| Beta | 0.86% | - | - |
| Alpha | 1.66% | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 9.46 | 34.17 | 34.17 |
| Large Cap | 41.39 | 47.43 | 47.43 |
| Mid Cap | 9.32 | 8.99 | 8.99 |
| Small Cap | 15.53 | 9.41 | 9.41 |
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 | 2.16 | 33.65 | 33.65 |
| Telecom - Services | 1.63 | - | - |
| Petroleum Products | 5.89 | - | - |
| IT - Software | 1.09 | - | - |
| Pharmaceuticals & Biotechnology | 0.16 | - | - |
| Cement & Cement Products | 2.1 | - | - |
| Construction | 3.14 | - | - |
| Ferrous Metals | 0.53 | - | - |
| Finance | 3.42 | - | - |
| Capital Markets | 1.09 | - | - |
| Banks | 22.89 | - | - |
| Retailing | 0.5 | - | - |
| Non - Ferrous Metals | 1.18 | - | - |
| Realty | 4.09 | - | - |
| Leisure Services | 3.22 | - | - |
| Consumer Durables | 1.89 | - | - |
| Aerospace & Defense | 0.47 | - | - |
| Fertilizers & Agrochemicals | 1.09 | - | - |
| Chemicals & Petrochemicals | 1.25 | - | - |
| Transport Infrastructure | 4.61 | - | - |
| Automobiles | 1.85 | - | - |
| Insurance | 0.16 | - | - |
| Gas | 0.05 | - | - |
| Transport Services | 1.01 | - | - |
| Industrial Products | 1.16 | - | - |
| Oil | 0.05 | - | - |
| Power | 1.58 | - | - |
| Electrical Equipment | 0.26 | - | - |
| Textiles & Apparels | 2.17 | - | - |
| Auto Components | 2.86 | - | - |
| Metals & Minerals Trading | 0.09 | - | - |
| Consumable Fuels | 0.02 | - | - |
| Minerals & Mining | 0.09 | - | - |
| Beverages | 0.16 | - | - |
| Healthcare Services | 1.79 | - | - |
| Energy | - | 3.2 | 3.2 |
| Technology | - | 9.68 | 9.68 |
| Healthcare | - | 6.33 | 6.33 |
| Consumer Defensive | - | 7.49 | 7.49 |
| Industrials | - | 7.25 | 7.25 |
| Financial Services | - | 17.82 | 17.82 |
| Consumer Cyclical | - | 5.1 | 5.1 |
| Utilities | - | 3.41 | 3.41 |
| Basic Materials | - | 4.97 | 4.97 |
| Real Estate | - | 0.74 | 0.74 |
| Communication Services | - | 0.35 | 0.35 |
Top Comparisons
Franklin India Equity Hybrid Fund - Growth Plan
3Y Returns18.47%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns20.24%
HDFC Multi-Asset Active FOF - Growth
3Y Returns17.93%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns19.67%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns11.72%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns12.64%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns12.41%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns12.41%
