DSP Equity Savings Fund vs Invesco India Equity Savings Fund compare

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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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tortoise-icon DSP 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 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) ₹340 Cr ₹340 Cr ₹2162 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 2.31 2.31 1.33
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 1.59% 1.59% 0.03%
6 Month 4.9% 4.9% 5.16%
1 Year 16.84% 16.84% 12.7%
3 Year 10% 10% 9.93%
5 Year 9.53% 9.53% 9.85%

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 - - -
1 Year 14.49% 14.49% 10.81%
3 Year 14.46% 14.46% 11.63%
5 Year 11.67% 11.67% 11.16%

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 8.71% 8.71% 8.29%
3 Year 7.72% 7.72% 8.3%
5 Year 9.43% 9.43% 7.87%

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 5.03% 5.03% 4.23%
Sharp 0.6% 0.6% 0.58%
Beta 0.92% 0.92% 0.81%
Alpha 0.21% 0.21% -0.03%

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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 36.04 36.04 -6.43
Large Cap 45.57 45.57 50.67
Mid Cap 9.4 9.4 9.65
Small Cap 8.99 8.99 8.11

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 46.38 46.38 -6.43
Insurance 0.56 0.56 2.13
Materials 0.73 0.73 -
Technology 1.31 1.31 -
Financial 9.7 9.7 -
Consumer Staples 1.63 1.63 -
Healthcare 5.36 5.36 -
Sovereign 9.62 9.62 -
Capital Goods 4.87 4.87 -
Chemicals 0.59 0.59 -
Services 7.1 7.1 -
Consumer Discretionary 2.04 2.04 -
Automobile 1.37 1.37 -
Metals & Mining 0.24 0.24 -
Construction 0.88 0.88 2.44
Energy 0.6 0.6 -
Textiles 0.41 0.41 -
Unclassified 6.61 6.61 -
Petroleum Products - - 3.22
Electrical Equipment - - 0.23
IT - Software - - 2.39
Pharmaceuticals & Biotechnology - - 2.97
Cement & Cement Products - - 0.66
Personal Products - - 0.01
Finance - - 3.8
Ferrous Metals - - 0.84
Banks - - 18.24
Diversified FMCG - - 1.92
Non - Ferrous Metals - - 0.63
Agricultural, Commercial & Construction Vehicles - - 0.07
Leisure Services - - 0.46
Consumer Durables - - 1.66
Automobiles - - 5.28
Aerospace & Defense - - 1.15
Realty - - 2.01
Chemicals & Petrochemicals - - 0.87
Telecom - Services - - 4.24
Capital Markets - - 0.25
Diversified Metals - - 1.64
Oil - - 0.45
Food Products - - 0.06
Fertilizers & Agrochemicals - - 0.66
Diversified - - 0.45
Power - - 1.94
Gas - - 0.08
Metals & Minerals Trading - - 4.56
Healthcare Services - - 0.3
Industrial Products - - 0.08
Minerals & Mining - - 0.37
Retailing - - 0.21
Transport Infrastructure - - 0.31
Auto Components - - 1.1
Beverages - - 0.21
Commercial Services & Supplies - - 0.54

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