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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) | ₹5997 Cr | ₹423 Cr | ₹423 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 | -0.08% | -0.4% | -0.4% |
| 6 Month | 0.93% | -1.36% | -1.36% |
| 1 Year | 5.33% | 0.74% | 0.74% |
| 3 Year | 11.51% | 10.85% | 10.85% |
| 5 Year | 9.49% | 7.94% | 7.94% |
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 | 1.36% | -0.28% | -0.28% |
| 1 Year | 7.82% | 2.7% | 2.7% |
| 3 Year | 9.15% | 7.84% | 7.84% |
| 5 Year | 9.48% | 8.23% | 8.23% |
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 | 8.63% | 8.22% | 8.22% |
| 3 Year | 9.45% | 8.24% | 8.24% |
| 5 Year | 8.91% | 9.38% | 9.38% |
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 | 0.99% | 0.85% | 0.85% |
| Beta | 0.94% | 1.06% | 1.06% |
| Alpha | 1.68% | 0.76% | 0.76% |
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 | 33.84 | 31.41 | 31.41 |
| Large Cap | 44.55 | 47.81 | 47.81 |
| Mid Cap | 10.7 | 12.23 | 12.23 |
| Small Cap | 10.91 | 8.55 | 8.55 |
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 | 26.94 | 31.41 | 31.41 |
| Energy | 5.73 | - | - |
| Technology | 1.96 | - | - |
| Basic Materials | 11.42 | - | - |
| Healthcare | 2.44 | - | - |
| Industrials | 6.35 | - | - |
| Consumer Cyclical | 10.97 | - | - |
| Financial Services | 24.9 | - | - |
| Real Estate | 4.82 | - | - |
| Communication Services | 1.11 | - | - |
| Utilities | 0.95 | - | - |
| Consumer Defensive | 2.39 | - | - |
| Petroleum Products | - | 3.47 | 3.47 |
| IT - Software | - | 4.8 | 4.8 |
| Retailing | - | 0.89 | 0.89 |
| Construction | - | 0.83 | 0.83 |
| Banks | - | 17.76 | 17.76 |
| Diversified FMCG | - | 1.97 | 1.97 |
| Non - Ferrous Metals | - | 0.29 | 0.29 |
| Realty | - | 0.42 | 0.42 |
| Pharmaceuticals & Biotechnology | - | 0.94 | 0.94 |
| Cement & Cement Products | - | 2.1 | 2.1 |
| Aerospace & Defense | - | 0.32 | 0.32 |
| Electrical Equipment | - | 0.91 | 0.91 |
| Ferrous Metals | - | 2.03 | 2.03 |
| Industrial Products | - | 1.23 | 1.23 |
| Automobiles | - | 3.69 | 3.69 |
| Commercial Services & Supplies | - | 0.54 | 0.54 |
| Finance | - | 4.44 | 4.44 |
| Telecom - Services | - | 2.63 | 2.63 |
| Insurance | - | 0.78 | 0.78 |
| Healthcare Equipment & Supplies | - | 1.3 | 1.3 |
| Chemicals & Petrochemicals | - | 1.65 | 1.65 |
| Consumer Durables | - | 3.11 | 3.11 |
| Capital Markets | - | 0.75 | 0.75 |
| Healthcare Services | - | 0.09 | 0.09 |
| Auto Components | - | 2.21 | 2.21 |
| Food Products | - | 1.2 | 1.2 |
| Transport Services | - | 1.82 | 1.82 |
| Industrial Manufacturing | - | 1.25 | 1.25 |
| Power | - | 1.67 | 1.67 |
| Beverages | - | 3.5 | 3.5 |
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