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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 Risk | Moderately High Risk | Moderate Risk |
| 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 | -2.4% | -2.4% | 0.1% |
| 6 Month | -2.64% | -2.64% | 1.16% |
| 1 Year | 8.47% | 8.47% | 7.22% |
| 3 Year | 8.73% | 8.73% | 6.77% |
| 5 Year | 8% | 8% | 7.69% |
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 Year | 0.54% | 0.54% | 4.62% |
| 3 Year | 10.2% | 10.2% | 8.18% |
| 5 Year | 9.2% | 9.2% | 8.2% |
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 | 5.785% | 5.785% | 4.8% |
| Sharp | 0.471% | 0.471% | -0.08% |
| Beta | - | - | 0.87% |
| Alpha | - | - | -2.08% |
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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 |
| 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 |
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 | 33.36 | 33.36 | -22.46 |
| Small Cap | 10.28 | 10.28 | 7.36 |
| Large Cap | 45.21 | 45.21 | 52.8 |
| Mid Cap | 11.15 | 11.15 | 11.54 |
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 | 33.36 | 33.36 | -22.46 |
| Realty | 0.55 | 0.55 | 6.08 |
| Petroleum Products | 3.3 | 3.3 | 5.47 |
| IT - Software | 9.4 | 9.4 | 2.3 |
| Retailing | 3.25 | 3.25 | 0.89 |
| Personal Products | 1.59 | 1.59 | 0.13 |
| Construction | 0.84 | 0.84 | 1.47 |
| Finance | 1.91 | 1.91 | 5.39 |
| Healthcare Services | 0.61 | 0.61 | 0.07 |
| Banks | 11.13 | 11.13 | 16.31 |
| Diversified FMCG | 0.99 | 0.99 | 4.43 |
| Other Utilities | 0.86 | 0.86 | - |
| Non - Ferrous Metals | 0.44 | 0.44 | 0.19 |
| Pharmaceuticals & Biotechnology | 7.23 | 7.23 | 1.75 |
| Cement & Cement Products | 1.85 | 1.85 | 2.31 |
| Paper, Forest & Jute Products | 0.6 | 0.6 | - |
| Electrical Equipment | 2.75 | 2.75 | 0.42 |
| Industrial Products | 1.49 | 1.49 | - |
| Automobiles | 2.05 | 2.05 | 4.58 |
| Commercial Services & Supplies | 0.82 | 0.82 | - |
| Transport Services | 1.65 | 1.65 | 0.47 |
| Insurance | 0.72 | 0.72 | 0.75 |
| Gas | 0.1 | 0.1 | 2.46 |
| Beverages | 5.23 | 5.23 | 0.11 |
| Food Products | 0.65 | 0.65 | 0.15 |
| Consumer Durables | 2.85 | 2.85 | 1.61 |
| Chemicals & Petrochemicals | 1.04 | 1.04 | 0.08 |
| Fertilizers & Agrochemicals | 0.27 | 0.27 | 0.06 |
| Industrial Manufacturing | 1.62 | 1.62 | - |
| Power | 0.59 | 0.59 | 2.33 |
| Auto Components | 0.26 | 0.26 | 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 |
| Leisure Services | - | - | 0.02 |
| Telecom - Services | - | - | 2.65 |
| Consumable Fuels | - | - | 0.1 |
| Transport Infrastructure | - | - | 7.14 |
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