Axis Equity Saver Fund vs Invesco India Equity Savings Fund compare

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Axis Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
Fund Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderately High Moderately High Moderately High
Asset Size (Cr) ₹340 Cr ₹340 Cr ₹1020 Cr
Min Investment ₹1000 ₹1000 ₹500
Min SIP Invesment ₹500 ₹500 ₹100
Min Addl Investment ₹1000 ₹1000 ₹100
Launch Date 06 Mar 2019 06 Mar 2019 14 Aug 2015
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% 34.8%
Expense Ratio 2.31 2.31 2.24
Manager Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati Hardik Shah
ISIN Code INF205KA1023 INF205KA1023 INF846K01VO3
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 Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 Axis Equity Savings Fund - Regular Plan - Growth
1 Month -2.28% -2.28% -1.02%
6 Month 1.61% 1.61% 0.57%
1 Year 12.53% 12.53% 8.64%
3 Year 8.83% 8.83% 7.79%
5 Year 8.9% 8.9% 9.45%

SIP Return Analysis

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
6 Month - - -
1 Year 8.25% 8.25% 5.55%
3 Year 12.61% 12.61% 10.61%
5 Year 10.59% 10.59% 10.23%

Rolling Lumpsum Returns

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
1 Year 8.71% 8.71% 8.75%
3 Year 7.72% 7.72% 8.73%
5 Year 9.43% 9.43% 8.82%

Risk Management

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 5.03% 5.03% 5.7%
Sharp 0.6% 0.6% 0.52%
Beta 0.92% 0.92% 1.14%
Alpha 0.21% 0.21% -0.71%

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Fund Managers

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
Name Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati Hardik Shah
Total AUM ₹24743 Cr ₹24743 Cr ₹0 Cr
Fund Manage 19 19 12
Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis 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

Axis Equity Savings Fund - Regular Plan - Growth

Others 32.31 32.31 1.73
Small Cap 10.13 10.13 6.58
Large Cap 48.82 48.82 55.47
Mid Cap 8.74 8.74 5.48

Sector Allocation

Scheme Name

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Axis Equity Savings Fund - Regular Plan - Growth

Others 32.31 32.31 1.73
Realty 0.57 0.57 0.82
Petroleum Products 3.7 3.7 8.16
IT - Software 9.52 9.52 6.28
Retailing 3.76 3.76 0.9
Personal Products 2.05 2.05 0.38
Construction 0.92 0.92 3.6
Finance 2.33 2.33 2.56
Healthcare Services 0.87 0.87 0.94
Banks 10.72 10.72 15.89
Diversified FMCG 1.32 1.32 2.63
Non - Ferrous Metals 0.5 0.5 1.16
Pharmaceuticals & Biotechnology 7.3 7.3 4.21
Cement & Cement Products 1.98 1.98 1.52
Paper, Forest & Jute Products 0.69 0.69 -
Electrical Equipment 2.82 2.82 0.35
Industrial Products 1.38 1.38 0.16
Automobiles 2.19 2.19 2.23
Commercial Services & Supplies 0.63 0.63 0.87
Transport Services 1.37 1.37 -
Insurance 1.15 1.15 1.57
Gas 0.1 0.1 -
Beverages 5.23 5.23 0.86
Food Products 0.74 0.74 0.47
Consumer Durables 2.88 2.88 1.23
Leisure Services 0.31 0.31 0.03
Fertilizers & Agrochemicals 0.31 0.31 0.19
Industrial Manufacturing 1.44 1.44 0.29
Power 0.64 0.64 1.82
Auto Components 0.27 0.27 2.05
Ferrous Metals - - 2.53
Capital Markets - - 0.01
Aerospace & Defense - - 0.13
Diversified Metals - - 0.63
Oil - - 0.26
Chemicals & Petrochemicals - - 0.17
Telecom - Services - - 2.41
Consumable Fuels - - 0.22

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