- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
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 | ₹414 Cr | ₹414 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 | 1.84% | 1% | 1% |
| 6 Month | 3.74% | 1.39% | 1.39% |
| 1 Year | 7.16% | 5.94% | 5.94% |
| 3 Year | 13.17% | 12.82% | 12.82% |
| 5 Year | 12.87% | 10.13% | 10.13% |
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 | 5.78% | 5.05% | 5.05% |
| 1 Year | 10.89% | 8.3% | 8.3% |
| 3 Year | 12.4% | 12.8% | 12.8% |
| 5 Year | 11.4% | 10.65% | 10.65% |
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 | 4.73% | 5.97% | 5.97% |
| Sharp | 0.94% | 0.80% | 0.80% |
| Beta | 0.91% | - | - |
| Alpha | 1.22% | - | - |
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 | 10.52 | 34.14 | 34.14 |
| Large Cap | 39.14 | 45.93 | 45.93 |
| Mid Cap | 10.17 | 10.79 | 10.79 |
| Small Cap | 16.53 | 9.13 | 9.13 |
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 | 3.25 | 32.76 | 32.76 |
| Petroleum Products | 5.95 | - | - |
| IT - Software | 1.18 | - | - |
| Pharmaceuticals & Biotechnology | 0.17 | - | - |
| Cement & Cement Products | 2.1 | - | - |
| Construction | 3.36 | - | - |
| Ferrous Metals | 0.57 | - | - |
| Finance | 3.49 | - | - |
| Capital Markets | 1.04 | - | - |
| Banks | 20.24 | - | - |
| Retailing | 0.52 | - | - |
| Non - Ferrous Metals | 1.3 | - | - |
| Realty | 4.32 | - | - |
| Leisure Services | 3.1 | - | - |
| Consumer Durables | 2.68 | - | - |
| Aerospace & Defense | 0.52 | - | - |
| Fertilizers & Agrochemicals | 1.05 | - | - |
| Chemicals & Petrochemicals | 1.26 | - | - |
| Transport Infrastructure | 4.49 | - | - |
| Automobiles | 1.86 | - | - |
| Telecom - Services | 1.49 | - | - |
| Insurance | 0.08 | - | - |
| Gas | 0.05 | - | - |
| Transport Services | 1.07 | - | - |
| Industrial Products | 1.34 | - | - |
| Oil | 0.05 | - | - |
| Power | 1.54 | - | - |
| Electrical Equipment | 0.16 | - | - |
| Personal Products | 0.9 | - | - |
| Textiles & Apparels | 2.33 | - | - |
| Auto Components | 3.28 | - | - |
| Metals & Minerals Trading | 0.1 | - | - |
| Consumable Fuels | 0.02 | - | - |
| Minerals & Mining | 0.1 | - | - |
| Beverages | 0.16 | - | - |
| Healthcare Services | 1.24 | - | - |
| Energy | - | 2.6 | 2.6 |
| Technology | - | 6.95 | 6.95 |
| Healthcare | - | 4.31 | 4.31 |
| Consumer Defensive | - | 6.8 | 6.8 |
| Industrials | - | 9.47 | 9.47 |
| Financial Services | - | 19.86 | 19.86 |
| Utilities | - | 3.04 | 3.04 |
| Basic Materials | - | 6.1 | 6.1 |
| Real Estate | - | 0.6 | 0.6 |
| Consumer Cyclical | - | 6.28 | 6.28 |
| Communication Services | - | 1.23 | 1.23 |
Top Comparisons
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
3Y Returns9.71%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns12.33%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.91%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns8.51%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns35.75%
LIC MF Infrastructure Fund-Growth
3Y Returns33.59%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns20.33%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns19.83%
