BANDHAN Equity Savings Fund vs Invesco India Equity Savings Fund compare

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tortoise-icon BANDHAN 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 Invesco India 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 BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Fund BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Low to Moderate Moderately High Moderately High
Asset Size (Cr) ₹194 Cr ₹340 Cr ₹340 Cr
Min Investment ₹1000 ₹1000 ₹1000
Min SIP Invesment ₹100 ₹500 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 09 Jun 2008 06 Mar 2019 06 Mar 2019
Category Equity Savings Equity Savings Equity Savings
Fund Type Open Ended Open Ended Open Ended
Benchmark CRISIL Equity Saving NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 22% 469% 469%
Expense Ratio 1.09 2.31 2.31
Manager Harshal Joshi Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati
ISIN Code INF194K01581 INF205KA1023 INF205KA1023
Exits Load Bandhan Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 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 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

Trailing Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
1 Month 0.29% -2.28% -2.28%
6 Month 1.78% 1.61% 1.61%
1 Year 7.53% 12.53% 12.53%
3 Year 6.5% 8.83% 8.83%
5 Year 7.58% 8.9% 8.9%

SIP Return Analysis

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
6 Month - - -
1 Year 6.03% 8.25% 8.25%
3 Year 7.84% 12.61% 12.61%
5 Year 7.91% 10.59% 10.59%

Rolling Lumpsum Returns

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
1 Year 6.86% 8.71% 8.71%
3 Year 7.06% 7.72% 7.72%
5 Year 6.86% 9.43% 9.43%

Risk Management

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Standard Deviation 2.76% 5.03% 5.03%
Sharp 0.25% 0.6% 0.6%
Beta 0.55% 0.92% 0.92%
Alpha -1.08% 0.21% 0.21%

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Fund Managers

Scheme Name BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Name Harshal Joshi Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati
Total AUM ₹42965 Cr ₹24743 Cr ₹24743 Cr
Fund Manage 20 19 19
BANDHAN Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Others -23.75 32.31 32.31
Large Cap 64.46 48.82 48.82
Mid Cap 2.56 8.74 8.74
Small Cap - 10.13 10.13

Sector Allocation

Scheme Name

BANDHAN Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Others -23.75 32.31 32.31
Petroleum Products 3.95 3.7 3.7
IT - Software 7.97 9.52 9.52
Personal Products 1.61 2.05 2.05
Construction 3.4 0.92 0.92
Ferrous Metals 1.13 - -
Consumer Durables 0.69 2.88 2.88
Diversified FMCG 2.66 1.32 1.32
Banks 18.99 10.72 10.72
Pharmaceuticals & Biotechnology 4.64 7.3 7.3
Cement & Cement Products 2.29 1.98 1.98
Automobiles 4.57 2.19 2.19
Transport Services 0.3 1.37 1.37
Insurance 0.77 1.15 1.15
Agricultural Food & other Products 0.32 - -
Food Products 0.73 0.74 0.74
Power 2.96 0.64 0.64
Finance 3.83 2.33 2.33
Chemicals & Petrochemicals 2.48 - -
Auto Components 0.33 0.27 0.27
Telecom - Services 3.04 - -
Healthcare Services 0.36 0.87 0.87
Realty - 0.57 0.57
Retailing - 3.76 3.76
Non - Ferrous Metals - 0.5 0.5
Paper, Forest & Jute Products - 0.69 0.69
Electrical Equipment - 2.82 2.82
Industrial Products - 1.38 1.38
Commercial Services & Supplies - 0.63 0.63
Gas - 0.1 0.1
Beverages - 5.23 5.23
Leisure Services - 0.31 0.31
Fertilizers & Agrochemicals - 0.31 0.31
Industrial Manufacturing - 1.44 1.44

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