Aditya Birla Sun Life Equity Savings Fund vs Invesco India Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderate |
| Asset Size (Cr) | ₹340 Cr | ₹340 Cr | ₹647 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 28 Nov 2014 |
| 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% | 378% |
| Expense Ratio | 2.31 | 2.31 | 1.12 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Pranav Gupta |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF209KA1TS3 |
| 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 | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -2.28% | -2.28% | -0.05% |
| 6 Month | 1.61% | 1.61% | 1.85% |
| 1 Year | 12.53% | 12.53% | 7.5% |
| 3 Year | 8.83% | 8.83% | 5.92% |
| 5 Year | 8.9% | 8.9% | 8.15% |
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 8.25% | 8.25% | 6.11% |
| 3 Year | 12.61% | 12.61% | 8.49% |
| 5 Year | 10.59% | 10.59% | 8.43% |
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 8.71% | 8.71% | 8.27% |
| 3 Year | 7.72% | 7.72% | 7.62% |
| 5 Year | 9.43% | 9.43% | 7.18% |
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.03% | 5.03% | 4.8% |
| Sharp | 0.6% | 0.6% | -0.21% |
| Beta | 0.92% | 0.92% | 0.86% |
| Alpha | 0.21% | 0.21% | -2.01% |
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| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Pranav Gupta |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹10003 Cr |
| Fund Manage | 19 | 19 | 9 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 32.31 | 32.31 | -22.46 |
| Small Cap | 10.13 | 10.13 | 7.36 |
| Large Cap | 48.82 | 48.82 | 52.8 |
| Mid Cap | 8.74 | 8.74 | 11.54 |
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 32.31 | 32.31 | -22.46 |
| Realty | 0.57 | 0.57 | 6.08 |
| Petroleum Products | 3.7 | 3.7 | 5.47 |
| IT - Software | 9.52 | 9.52 | 2.3 |
| Retailing | 3.76 | 3.76 | 0.89 |
| Personal Products | 2.05 | 2.05 | 0.13 |
| Construction | 0.92 | 0.92 | 1.47 |
| Finance | 2.33 | 2.33 | 5.39 |
| Healthcare Services | 0.87 | 0.87 | 0.07 |
| Banks | 10.72 | 10.72 | 16.31 |
| Diversified FMCG | 1.32 | 1.32 | 4.43 |
| Non - Ferrous Metals | 0.5 | 0.5 | 0.19 |
| Pharmaceuticals & Biotechnology | 7.3 | 7.3 | 1.75 |
| Cement & Cement Products | 1.98 | 1.98 | 2.31 |
| Paper, Forest & Jute Products | 0.69 | 0.69 | - |
| Electrical Equipment | 2.82 | 2.82 | 0.42 |
| Industrial Products | 1.38 | 1.38 | - |
| Automobiles | 2.19 | 2.19 | 4.58 |
| Commercial Services & Supplies | 0.63 | 0.63 | - |
| Transport Services | 1.37 | 1.37 | 0.47 |
| Insurance | 1.15 | 1.15 | 0.75 |
| Gas | 0.1 | 0.1 | 2.46 |
| Beverages | 5.23 | 5.23 | 0.11 |
| Food Products | 0.74 | 0.74 | 0.15 |
| Consumer Durables | 2.88 | 2.88 | 1.61 |
| Leisure Services | 0.31 | 0.31 | 0.02 |
| Fertilizers & Agrochemicals | 0.31 | 0.31 | 0.06 |
| Industrial Manufacturing | 1.44 | 1.44 | - |
| Power | 0.64 | 0.64 | 2.33 |
| Auto Components | 0.27 | 0.27 | 0.07 |
| Ferrous Metals | - | - | 0.24 |
| Capital Markets | - | - | 0.43 |
| Aerospace & Defense | - | - | 0.93 |
| Agricultural Food & other Products | - | - | 0.09 |
| Diversified Metals | - | - | 0.06 |
| Agricultural, Commercial & Construction Vehicles | - | - | 0.06 |
| Oil | - | - | 0.1 |
| Chemicals & Petrochemicals | - | - | 0.08 |
| Telecom - Services | - | - | 2.65 |
| Consumable Fuels | - | - | 0.1 |
| Transport Infrastructure | - | - | 7.14 |
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