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 | Low to Moderate |
| Asset Size (Cr) | ₹207 Cr | ₹207 Cr | ₹542 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 15 Feb 2019 | 15 Feb 2019 | 10 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 | 1.11 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Pranav Gupta |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF209KA1TS3 |
| Exits Load | Exit load of 0.25% if redeemed within 1 month./365 | Exit load of 0.25% if redeemed within 1 month./365 | Exit load of 0.25%, if redeemed within 7 days./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 | 1.88% | 1.88% | -0.48% |
| 6 Month | 12.21% | 12.21% | 4.26% |
| 1 Year | 22.01% | 22.01% | 10.4% |
| 3 Year | 10.24% | 10.24% | 5.62% |
| 5 Year | 10.22% | 10.22% | 8.3% |
| 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 | 9.7% | 9.7% | 5.13% |
| 3 Year | 20.48% | 20.48% | 13.09% |
| 5 Year | 30.39% | 30.39% | 24.63% |
| 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 | 8.67% | 8.67% | 8.24% |
| 3 Year | 7.72% | 7.72% | 7.62% |
| 5 Year | 9.42% | 9.42% | 7.21% |
| 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% | -0.12% |
| Beta | 0.92% | 0.92% | 0.29% |
| Alpha | 0.21% | 0.21% | -2.17% |
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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 | 36.04 | 36.04 | -20.86 |
| Large Cap | 45.57 | 45.57 | 48.12 |
| Mid Cap | 9.4 | 9.4 | 15.43 |
| Small Cap | 8.99 | 8.99 | 4.73 |
| 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 | 46.38 | 46.38 | -21.6 |
| Insurance | 0.56 | 0.56 | 0.82 |
| Materials | 0.73 | 0.73 | - |
| Technology | 1.31 | 1.31 | - |
| Financial | 9.7 | 9.7 | - |
| Consumer Staples | 1.63 | 1.63 | - |
| Healthcare | 5.36 | 5.36 | - |
| Sovereign | 9.62 | 9.62 | - |
| Capital Goods | 4.87 | 4.87 | - |
| Chemicals | 0.59 | 0.59 | - |
| Services | 7.1 | 7.1 | - |
| Consumer Discretionary | 2.04 | 2.04 | - |
| Automobile | 1.37 | 1.37 | - |
| Metals & Mining | 0.24 | 0.24 | - |
| Construction | 0.88 | 0.88 | 1.22 |
| Energy | 0.6 | 0.6 | - |
| Textiles | 0.41 | 0.41 | - |
| Unclassified | 6.61 | 6.61 | - |
| Petroleum Products | - | - | 4.84 |
| Electrical Equipment | - | - | 0.54 |
| IT - Software | - | - | 2.86 |
| Pharmaceuticals & Biotechnology | - | - | 1.91 |
| Cement & Cement Products | - | - | 2.84 |
| Personal Products | - | - | 0.17 |
| Finance | - | - | 7.61 |
| Ferrous Metals | - | - | 0.27 |
| Consumer Durables | - | - | 2.79 |
| Capital Markets | - | - | 0.45 |
| Banks | - | - | 15.23 |
| Diversified FMCG | - | - | 2.08 |
| Non - Ferrous Metals | - | - | 0.2 |
| Agricultural Commercial & Construction Vehicles | - | - | 0.63 |
| Automobiles | - | - | 1.74 |
| Aerospace & Defense | - | - | 1.16 |
| Chemicals & Petrochemicals | - | - | 0.53 |
| Agricultural Food & other Products | - | - | 0.37 |
| Gas | - | - | 3.21 |
| Retailing | - | - | 0.87 |
| Beverages | - | - | 0.12 |
| Diversified Metals | - | - | 0.06 |
| Oil | - | - | 0.14 |
| Food Products | - | - | 0.16 |
| Power | - | - | 1.7 |
| Realty | - | - | 3.15 |
| Auto Components | - | - | 0.08 |
| Leisure Services | - | - | 0.03 |
| Telecom - Services | - | - | 0.89 |
| Healthcare Services | - | - | 0.07 |
| Consumable Fuels | - | - | 0.13 |
| Fertilizers & Agrochemicals | - | - | 0.07 |
| Transport Services | - | - | 0.57 |
| Transport Infrastructure | - | - | 9.51 |
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