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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 | Moderately High | Moderately High |
| Asset Size (Cr) | ₹333 Cr | ₹459 Cr | ₹459 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 | 0.53% | 1.54% | 1.54% |
| 6 Month | 4.12% | 7.54% | 7.54% |
| 1 Year | 4.95% | 2.41% | 2.41% |
| 3 Year | 7.67% | 11.09% | 11.09% |
| 5 Year | 8% | 9.3% | 9.3% |
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 | 1.58% | 1.72% | 1.72% |
| 1 Year | 6.46% | 6.02% | 6.02% |
| 3 Year | 7.64% | 10.74% | 10.74% |
| 5 Year | 7.31% | 9.6% | 9.6% |
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 | 6.91% | 8.84% | 8.84% |
| 3 Year | 7.05% | 8.03% | 8.03% |
| 5 Year | 6.92% | 9.62% | 9.62% |
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 | 2.18% | 5.70% | 5.70% |
| Sharp | 0.34% | 0.62% | 0.62% |
| Beta | - | - | - |
| Alpha | - | - | - |
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 |
| Funds Managed | 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 | 33.83 | 37.01 | 37.01 |
| Large Cap | 61 | 44.71 | 44.71 |
| Mid Cap | 2.78 | 10.46 | 10.46 |
| Small Cap | 2.38 | 7.82 | 7.82 |
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 | 33.78 | 34.21 | 34.21 |
| Energy | 3.71 | 3.56 | 3.56 |
| Technology | 6.65 | 7.17 | 7.17 |
| Consumer Defensive | 6.85 | 7.64 | 7.64 |
| Industrials | 2.98 | 8.8 | 8.8 |
| Basic Materials | 8.79 | 7.66 | 7.66 |
| Financial Services | 21.83 | 19.87 | 19.87 |
| Healthcare | 4.51 | 1.28 | 1.28 |
| Consumer Cyclical | 8.17 | 5.14 | 5.14 |
| Utilities | 1.98 | 2.71 | 2.71 |
| Communication Services | 0.76 | 1.52 | 1.52 |
| Real Estate | - | 0.46 | 0.46 |
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