BANDHAN Equity Savings Fund vs Invesco India Equity Savings Fund compare
BANDHAN Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
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 Risk | Moderately High Risk | Moderately High Risk |
Asset Size (Cr) | ₹265 Cr | ₹402 Cr | ₹402 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 | 1.1 | 2.3 | 2.3 |
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 | 0.41% | -2.4% | -2.4% |
6 Month | 1.75% | -2.64% | -2.64% |
1 Year | 6.91% | 8.47% | 8.47% |
3 Year | 6.84% | 8.73% | 8.73% |
5 Year | 7.63% | 8% | 8% |
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 | 5.39% | 0.54% | 0.54% |
3 Year | 7.75% | 10.2% | 10.2% |
5 Year | 7.87% | 9.2% | 9.2% |
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 | 6.93% | 9.26% | 9.26% |
3 Year | 7.01% | 7.81% | 7.81% |
5 Year | 6.88% | 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 | 2.742% | 5.785% | 5.785% |
Sharp | 0.101% | 0.471% | 0.471% |
Beta | - | - | - |
Alpha | - | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | -24.04 | 33.36 | 33.36 |
Large Cap | 61.11 | 45.21 | 45.21 |
Mid Cap | 6.8 | 11.15 | 11.15 |
Small Cap | - | 10.28 | 10.28 |
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 | -24.04 | 33.36 | 33.36 |
Petroleum Products | 3.63 | 3.3 | 3.3 |
IT - Software | 7.91 | 9.4 | 9.4 |
Personal Products | 1.53 | 1.59 | 1.59 |
Construction | 3.6 | 0.84 | 0.84 |
Ferrous Metals | 1.13 | - | - |
Consumer Durables | 0.72 | 2.85 | 2.85 |
Diversified FMCG | 2.66 | 0.99 | 0.99 |
Banks | 19.93 | 11.13 | 11.13 |
Pharmaceuticals & Biotechnology | 4.9 | 7.23 | 7.23 |
Cement & Cement Products | 2.31 | 1.85 | 1.85 |
Automobiles | 4.97 | 2.05 | 2.05 |
Transport Services | 0.28 | 1.65 | 1.65 |
Insurance | 0.76 | 0.72 | 0.72 |
Agricultural Food & other Products | 0.29 | - | - |
Food Products | 0.76 | 0.65 | 0.65 |
Power | 2.7 | 0.59 | 0.59 |
Finance | 3.87 | 1.91 | 1.91 |
Chemicals & Petrochemicals | 2.29 | 1.04 | 1.04 |
Auto Components | 0.35 | 0.26 | 0.26 |
Telecom - Services | 2.89 | - | - |
Healthcare Services | 0.43 | 0.61 | 0.61 |
Realty | - | 0.55 | 0.55 |
Retailing | - | 3.25 | 3.25 |
Other Utilities | - | 0.86 | 0.86 |
Non - Ferrous Metals | - | 0.44 | 0.44 |
Paper, Forest & Jute Products | - | 0.6 | 0.6 |
Electrical Equipment | - | 2.75 | 2.75 |
Industrial Products | - | 1.49 | 1.49 |
Commercial Services & Supplies | - | 0.82 | 0.82 |
Gas | - | 0.1 | 0.1 |
Beverages | - | 5.23 | 5.23 |
Fertilizers & Agrochemicals | - | 0.27 | 0.27 |
Industrial Manufacturing | - | 1.62 | 1.62 |
Top Comparisons
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns15.84%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns14.61%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns15.36%
ICICI Prudential Global Stable Equity Fund (FOF) - Growth
3Y Returns9.25%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns18.19%
UTI Small Cap Fund - Regular Plan - Growth Option
3Y Returns15.41%
LIC MF Small Cap Fund Regular - Growth
3Y Returns17.69%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns14.94%