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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) | ₹6169 Cr | ₹460 Cr | ₹460 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 | 0.85% | 0.1% | 0.1% |
| 6 Month | 4.85% | 2.85% | 2.85% |
| 1 Year | 4.41% | 2.01% | 2.01% |
| 3 Year | 10.85% | 10.88% | 10.88% |
| 5 Year | 11.19% | 8.91% | 8.91% |
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 | 1.78% | 0.48% | 0.48% |
| 1 Year | 8.77% | 4.7% | 4.7% |
| 3 Year | 10.19% | 9.61% | 9.61% |
| 5 Year | 10% | 9.09% | 9.09% |
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 | 8.83% | 8.66% | 8.66% |
| 3 Year | 9.34% | 8.07% | 8.07% |
| 5 Year | 8.82% | 9.54% | 9.54% |
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% | 5.58% | 5.58% |
| Sharp | 0.89% | 0.76% | 0.76% |
| Beta | 0.2% | - | - |
| Alpha | 3.92% | - | - |
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 | 10.81 | 36.95 | 36.95 |
| Large Cap | 40.53 | 42.47 | 42.47 |
| Mid Cap | 9.28 | 12.15 | 12.15 |
| Small Cap | 15.46 | 8.42 | 8.42 |
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 | 4.13 | 33.56 | 33.56 |
| Petroleum Products | 5.15 | - | - |
| IT - Software | 1.57 | - | - |
| Cement & Cement Products | 2.93 | - | - |
| Pharmaceuticals & Biotechnology | 0.28 | - | - |
| Construction | 2.76 | - | - |
| Ferrous Metals | 2.28 | - | - |
| Retailing | 1.58 | - | - |
| Finance | 3.92 | - | - |
| Consumer Durables | 3.19 | - | - |
| Banks | 18.29 | - | - |
| Non - Ferrous Metals | 1.33 | - | - |
| Realty | 4.2 | - | - |
| Chemicals & Petrochemicals | 2.01 | - | - |
| Leisure Services | 2.55 | - | - |
| Aerospace & Defense | 0.56 | - | - |
| Electrical Equipment | 0.16 | - | - |
| Transport Infrastructure | 3.82 | - | - |
| Automobiles | 2.09 | - | - |
| Telecom - Services | 0.4 | - | - |
| Insurance | 1.23 | - | - |
| Capital Markets | 0.04 | - | - |
| Gas | 0.04 | - | - |
| Transport Services | 1.06 | - | - |
| Industrial Products | 1.09 | - | - |
| Diversified Metals | 0.3 | - | - |
| Oil | 0.02 | - | - |
| Power | 1.43 | - | - |
| Personal Products | 0.72 | - | - |
| Textiles & Apparels | 2.19 | - | - |
| Auto Components | 2.61 | - | - |
| Healthcare Services | 1.19 | - | - |
| Financial Technology (Fintech) | 0.12 | - | - |
| Metals & Minerals Trading | 0.11 | - | - |
| Consumable Fuels | 0.02 | - | - |
| Minerals & Mining | 0.1 | - | - |
| Agricultural Food & other Products | 0.48 | - | - |
| Beverages | 0.13 | - | - |
| Energy | - | 2.93 | 2.93 |
| Technology | - | 7.1 | 7.1 |
| Healthcare | - | 2.22 | 2.22 |
| Consumer Defensive | - | 7.1 | 7.1 |
| Industrials | - | 8.68 | 8.68 |
| Financial Services | - | 20.67 | 20.67 |
| Utilities | - | 2.01 | 2.01 |
| Basic Materials | - | 7.71 | 7.71 |
| Real Estate | - | 0.48 | 0.48 |
| Consumer Cyclical | - | 5.33 | 5.33 |
| Communication Services | - | 2.21 | 2.21 |
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