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Tata Equity Savings Fund vs Invesco India Equity Savings Fund compare

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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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tortoise-icon Tata Equity Savings Fund -Regular Plan-Growth Option

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Chart Comparison

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

Overview

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
Fund Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
Investment Plan Growth Growth Growth
Level of Risk Moderately High Risk Moderately High Risk Low to Moderate Risk
Asset Size (Cr) ₹402 Cr ₹402 Cr ₹250 Cr
Min Investment ₹1000 ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500 ₹100
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 06 Mar 2019 06 Mar 2019 18 Aug 2003
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 469% 469% 59.93%
Expense Ratio 2.3 2.3 1.13
Manager Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati Sailesh Jain
ISIN Code INF205KA1023 INF205KA1023 INF277K01907
Exits Load 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 Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month -2.88% -2.88% -0.17%
6 Month -1.75% -1.75% 1.24%
1 Year 8.79% 8.79% 8.65%
3 Year 8.74% 8.74% 8.79%
5 Year 8.06% 8.06% 8.87%

SIP Return Analysis

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month - - -
1 Year 0.62% 0.62% 4.82%
3 Year 10.11% 10.11% 9.66%
5 Year 9.08% 9.08% 9.42%

Rolling Lumpsum Returns

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year 9.26% 9.26% 7.05%
3 Year 7.81% 7.81% 7.05%
5 Year 9.43% 9.43% 6.89%

Risk Management

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation 5.03% 5.03% 3.99%
Sharp 0.6% 0.6% 0.72%
Beta 0.92% 0.92% 0.82%
Alpha 0.21% 0.21% 0.33%

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Fund Managers

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option
Name Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati Sailesh Jain
Total AUM ₹24743 Cr ₹24743 Cr ₹17041 Cr
Fund Manage 19 19 7
Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Tata Equity Savings Fund -Regular Plan-Growth Option

Market Cap

Scheme Name

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 33.36 33.36 30.31
Small Cap 10.28 10.28 1.34
Large Cap 45.21 45.21 14.56
Mid Cap 11.15 11.15 4.11

Sector Allocation

Scheme Name

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 33.36 33.36 30.31
Realty 0.55 0.55 -
Petroleum Products 3.3 3.3 1.75
IT - Software 9.4 9.4 2.76
Retailing 3.25 3.25 -
Personal Products 1.59 1.59 -
Construction 0.84 0.84 0.85
Finance 1.91 1.91 0.92
Healthcare Services 0.61 0.61 -
Banks 11.13 11.13 5.18
Diversified FMCG 0.99 0.99 0.67
Other Utilities 0.86 0.86 -
Non - Ferrous Metals 0.44 0.44 -
Pharmaceuticals & Biotechnology 7.23 7.23 1.32
Cement & Cement Products 1.85 1.85 0.49
Paper, Forest & Jute Products 0.6 0.6 -
Electrical Equipment 2.75 2.75 0.36
Industrial Products 1.49 1.49 0.44
Automobiles 2.05 2.05 0.3
Commercial Services & Supplies 0.82 0.82 -
Transport Services 1.65 1.65 0.41
Insurance 0.72 0.72 -0.01
Gas 0.1 0.1 -
Beverages 5.23 5.23 -
Food Products 0.65 0.65 -
Consumer Durables 2.85 2.85 0.7
Chemicals & Petrochemicals 1.04 1.04 -
Fertilizers & Agrochemicals 0.27 0.27 -
Industrial Manufacturing 1.62 1.62 0.46
Power 0.59 0.59 1.04
Auto Components 0.26 0.26 0.56
Telecom - Services - - 0.85
Agricultural, Commercial & Construction Vehicles - - 0.45
Ferrous Metals - - 0.2
Financial Technology (Fintech) - - 0.34
Transport Infrastructure - - -0.03

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