SBI Equity Savings Fund vs Invesco India Equity Savings Fund compare

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tortoise-icon SBI Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹4866 Cr ₹207 Cr ₹207 Cr
Min Investment ₹1000 ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 01 May 2015 15 Feb 2019 15 Feb 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 Exit load of 0.10% if redeemed within 15 days./365 Exit load of 0.25% if redeemed within 1 month./365 Exit load of 0.25% if redeemed within 1 month./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 2.31% 1.88% 1.88%
6 Month 10.77% 12.21% 12.21%
1 Year 16.02% 22.01% 22.01%
3 Year 10.58% 10.24% 10.24%
5 Year 12.26% 10.22% 10.22%

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 7.52% 9.7% 9.7%
3 Year 20.51% 20.48% 20.48%
5 Year 35.97% 30.39% 30.39%

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 11.78% 9.37% 9.37%
3 Year 28.27% 23.26% 23.26%
5 Year 38.1% 33.04% 33.04%

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 0.69% 0.6% 0.6%
Beta 0.83% 0.92% 0.92%
Alpha 1.59% 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 26.22 36.04 36.04
Large Cap 35.85 45.57 45.57
Mid Cap 8.09 9.4 9.4
Small Cap 9.59 8.99 8.99

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 40.65 46.38 46.38
Services 1.62 7.1 7.1
Healthcare 3.2959746043559E-17 5.36 5.36
Financial 14.68 9.7 9.7
Consumer Staples -6.9388939039072E-17 1.63 1.63
Materials 2.35 0.73 0.73
Automobile 0.74 1.37 1.37
Energy 2.74 0.6 0.6
Technology -9.7144514654701E-17 1.31 1.31
Consumer Discretionary 2 2.04 2.04
Metals & Mining 1.08 0.24 0.24
Construction 2.55 0.88 0.88
Communication 2.95 - -
Capital Goods 0.71 4.87 4.87
Sovereign 6.11 9.62 9.62
Textiles 1.57 0.41 0.41
Insurance - 0.56 0.56
Chemicals - 0.59 0.59
Unclassified - 6.61 6.61

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