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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
Overview
| 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) | ₹402 Cr | ₹402 Cr | ₹650 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 | 2.3 | 2.3 | 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 |
Trailing Lumpsum Returns
| 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 | 2.76% | 2.76% | 1.63% |
| 6 Month | -3.28% | -3.28% | 0.76% |
| 1 Year | 8.41% | 8.41% | 6.92% |
| 3 Year | 9.01% | 9.01% | 6.91% |
| 5 Year | 10.92% | 10.92% | 11.48% |
SIP Return Analysis
| 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 | -1.96% | -1.96% | 1.33% |
| 1 Year | -0.03% | -0.03% | 4.93% |
| 3 Year | 10.77% | 10.77% | 8.55% |
| 5 Year | 9.42% | 9.42% | 8.16% |
Rolling Lumpsum Returns
| 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 | 9.26% | 9.26% | 8.3% |
| 3 Year | 7.81% | 7.81% | 7.54% |
| 5 Year | 9.43% | 9.43% | 7.67% |
Risk Management
| 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 | 6.046% | 6.046% | 4.8% |
| Sharp | 0.363% | 0.363% | 0.11% |
| Beta | - | - | 0.82% |
| Alpha | - | - | -1.04% |
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Fund Managers
| 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 |
| Funds Managed | 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 |
Market Cap
| 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 | 34.17 | 34.17 | 32.14 |
| Large Cap | 47.43 | 47.43 | 49.71 |
| Small Cap | 9.41 | 9.41 | 4.78 |
| Mid Cap | 8.99 | 8.99 | 13.37 |
Sector Allocation
| 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 | 33.65 | 33.65 | 27.48 |
| Energy | 3.2 | 3.2 | 6.6 |
| Technology | 9.68 | 9.68 | 3.55 |
| Healthcare | 6.33 | 6.33 | 2.58 |
| Consumer Defensive | 7.49 | 7.49 | 3.6 |
| Industrials | 7.25 | 7.25 | 8.64 |
| Financial Services | 17.82 | 17.82 | 26.94 |
| Consumer Cyclical | 5.1 | 5.1 | 5.72 |
| Utilities | 3.41 | 3.41 | 3.94 |
| Basic Materials | 4.97 | 4.97 | 2.71 |
| Real Estate | 0.74 | 0.74 | 5.5 |
| Communication Services | 0.35 | 0.35 | 2.74 |
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