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Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderate |
| Asset Size (Cr) | ₹402 Cr | ₹402 Cr | ₹2417 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 28 Mar 2016 |
| 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% | 444% |
| Expense Ratio | 2.3 | 2.3 | 1.32 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Kedar Karnik |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF740KA1439 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -1.37% | -1.37% | -0.11% |
| 6 Month | -4.02% | -4.02% | -0.22% |
| 1 Year | 7.81% | 7.81% | 9.59% |
| 3 Year | 9.06% | 9.06% | 9.38% |
| 5 Year | 8.78% | 8.78% | 10.66% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -3.6% | -3.6% | -0.83% |
| 1 Year | -2.58% | -2.58% | 3.7% |
| 3 Year | 9.71% | 9.71% | 9.89% |
| 5 Year | 8.82% | 8.82% | 9.95% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 9.26% | 9.26% | 8.52% |
| 3 Year | 7.81% | 7.81% | 8.4% |
| 5 Year | 9.43% | 9.43% | 7.94% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 6.046% | 6.046% | 4.11% |
| Sharp | 0.363% | 0.363% | 0.656% |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Kedar Karnik |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹32997 Cr |
| Fund Manage | 19 | 19 | 11 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP 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 |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 34.17369 | 34.17369 | 29.61869 |
| Large Cap | 47.43021 | 47.43021 | 57.11619 |
| Small Cap | 9.40665 | 9.40665 | 5.10585 |
| Mid Cap | 8.9894 | 8.9894 | 8.15928 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 33.64602 | 33.64602 | 27.98891 |
| Energy | 3.19714 | 3.19714 | 8.65496 |
| Technology | 9.68259 | 9.68259 | 2.74251 |
| Healthcare | 6.33283 | 6.33283 | 3.90034 |
| Consumer Defensive | 7.49406 | 7.49406 | 2.23353 |
| Industrials | 7.24931 | 7.24931 | 4.09844 |
| Financial Services | 17.8221 | 17.8221 | 27.80549 |
| Consumer Cyclical | 5.09961 | 5.09961 | 8.73936 |
| Utilities | 3.41461 | 3.41461 | 3.64805 |
| Basic Materials | 4.96591 | 4.96591 | 4.97737 |
| Real Estate | 0.74328 | 0.74328 | 0.19834 |
| Communication Services | 0.35249 | 0.35249 | 5.01271 |
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