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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) | ₹375 Cr | ₹423 Cr | ₹423 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 | 0.35% | -0.7% | -0.7% |
| 6 Month | 2.56% | -1.27% | -1.27% |
| 1 Year | 6.27% | 0.45% | 0.45% |
| 3 Year | 7.83% | 10.61% | 10.61% |
| 5 Year | 7.18% | 8.02% | 8.02% |
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 | 1.38% | -0.76% | -0.76% |
| 1 Year | 5.99% | 1.72% | 1.72% |
| 3 Year | 7.16% | 7.67% | 7.67% |
| 5 Year | 7.08% | 8.16% | 8.16% |
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 | 6.83% | 8.25% | 8.25% |
| 3 Year | 7.11% | 8.2% | 8.2% |
| 5 Year | 6.96% | 9.4% | 9.4% |
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 | 0.83% | 0.85% | 0.85% |
| Beta | 0.48% | 1.06% | 1.06% |
| Alpha | -0.07% | 0.76% | 0.76% |
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 | 33.94 | 36.38 | 36.38 |
| Large Cap | 60.05 | 44.4 | 44.4 |
| Mid Cap | 3.13 | 10.68 | 10.68 |
| Small Cap | 2.89 | 8.54 | 8.54 |
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 | 33.94 | 31.98 | 31.98 |
| Energy | 3.87 | 3.47 | 3.47 |
| Technology | 3.87 | 6.65 | 6.65 |
| Consumer Defensive | 6.14 | 6.67 | 6.67 |
| Industrials | 3.95 | 7.63 | 7.63 |
| Basic Materials | 8.67 | 6.52 | 6.52 |
| Financial Services | 24.98 | 23.18 | 23.18 |
| Healthcare | 4.71 | 2.75 | 2.75 |
| Consumer Cyclical | 7.39 | 6.44 | 6.44 |
| Utilities | 1.19 | 1.67 | 1.67 |
| Communication Services | 1.28 | 2.63 | 2.63 |
| Real Estate | - | 0.42 | 0.42 |
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