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Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
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 | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹426 Cr | ₹426 Cr | ₹268 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 | 1.19% | 1.19% | 0.64% |
| 6 Month | 4.16% | 4.16% | 4.32% |
| 1 Year | 5.75% | 5.75% | 5.99% |
| 3 Year | 12.52% | 12.52% | 10.71% |
| 5 Year | 9.91% | 9.91% | 10.47% |
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 | 4.3% | 4.3% | 2.86% |
| 1 Year | 7.3% | 7.3% | 7.9% |
| 3 Year | 12.08% | 12.08% | 10.43% |
| 5 Year | 10.29% | 10.29% | 9.6% |
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 | 9.05% | 9.05% | 7.11% |
| 3 Year | 7.97% | 7.97% | 7.08% |
| 5 Year | 9.5% | 9.5% | 6.92% |
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 | 5.67% | 5.67% | 3.74% |
| Sharp | 1.04% | 1.04% | 1.09% |
| Beta | - | - | - |
| Alpha | - | - | - |
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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 |
| Funds Managed | 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 | 36.02 | 36.02 | 34.53 |
| Large Cap | 44.36 | 44.36 | 58.7 |
| Small Cap | 8.81 | 8.81 | 0.92 |
| Mid Cap | 10.8 | 10.8 | 5.84 |
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 | 33.24 | 33.24 | 33.7 |
| Energy | 2.67 | 2.67 | 5.48 |
| Technology | 6.93 | 6.93 | 4.28 |
| Healthcare | 4.18 | 4.18 | 3.23 |
| Consumer Defensive | 6.3 | 6.3 | 4.45 |
| Industrials | 9.33 | 9.33 | 9.91 |
| Financial Services | 19.91 | 19.91 | 22.05 |
| Utilities | 3.06 | 3.06 | 4.7 |
| Basic Materials | 6.13 | 6.13 | 4.38 |
| Real Estate | 0.56 | 0.56 | - |
| Consumer Cyclical | 6.39 | 6.39 | 1.45 |
| Communication Services | 1.29 | 1.29 | 6.35 |
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