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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) | ₹5703 Cr | ₹459 Cr | ₹459 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 | 1.49% | 1.54% | 1.54% |
| 6 Month | 8.95% | 7.54% | 7.54% |
| 1 Year | 4.73% | 2.41% | 2.41% |
| 3 Year | 10.93% | 11.09% | 11.09% |
| 5 Year | 11.79% | 9.3% | 9.3% |
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 | 1.83% | 1.72% | 1.72% |
| 1 Year | 7.72% | 6.02% | 6.02% |
| 3 Year | 10.41% | 10.74% | 10.74% |
| 5 Year | 10.13% | 9.6% | 9.6% |
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 | 8.96% | 8.84% | 8.84% |
| 3 Year | 9.28% | 8.03% | 8.03% |
| 5 Year | 8.78% | 9.62% | 9.62% |
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% | 5.70% | 5.70% |
| Sharp | 0.9% | 0.62% | 0.62% |
| Beta | 0.19% | - | - |
| Alpha | 3.93% | - | - |
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 | 34.57 | 37.01 | 37.01 |
| Large Cap | 36.87 | 44.71 | 44.71 |
| Mid Cap | 12.03 | 10.46 | 10.46 |
| Small Cap | 16.52 | 7.82 | 7.82 |
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 | 25.63 | 34.21 | 34.21 |
| Energy | 5.58 | 3.56 | 3.56 |
| Basic Materials | 10.95 | 7.66 | 7.66 |
| Healthcare | 2.31 | 1.28 | 1.28 |
| Industrials | 9.68 | 8.8 | 8.8 |
| Consumer Cyclical | 12.08 | 5.14 | 5.14 |
| Financial Services | 24.14 | 19.87 | 19.87 |
| Real Estate | 5.91 | 0.46 | 0.46 |
| Communication Services | 0.69 | 1.52 | 1.52 |
| Utilities | 1.4 | 2.71 | 2.71 |
| Technology | 0.14 | 7.17 | 7.17 |
| Consumer Defensive | 1.48 | 7.64 | 7.64 |
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