Edelweiss Equity Savings Fund vs Invesco India Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High Risk | Moderately High Risk | Moderate Risk |
Asset Size (Cr) | ₹402 Cr | ₹402 Cr | ₹572 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 | 13 Oct 2014 |
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% | 87% |
Expense Ratio | 2.3 | 2.3 | 1.6 |
Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Dhawal Dalal |
ISIN Code | INF205KA1023 | INF205KA1023 | INF843K01KG9 |
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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | -2.4% | -2.4% | -0.57% |
6 Month | -2.64% | -2.64% | 0.79% |
1 Year | 8.47% | 8.47% | 8.49% |
3 Year | 8.73% | 8.73% | 9.38% |
5 Year | 8% | 8% | 10.06% |
SIP Return Analysis
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | - | - | - |
1 Year | 0.54% | 0.54% | 5.28% |
3 Year | 10.2% | 10.2% | 10.48% |
5 Year | 9.2% | 9.2% | 10.12% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 9.26% | 9.26% | 8.68% |
3 Year | 7.81% | 7.81% | 8.78% |
5 Year | 9.43% | 9.43% | 8.77% |
Risk Management
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 5.785% | 5.785% | 4.089% |
Sharp | 0.471% | 0.471% | 0.716% |
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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Dhawal Dalal |
Total AUM | ₹24743 Cr | ₹24743 Cr | ₹25974 Cr |
Fund Manage | 19 | 19 | 12 |
Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 33.36 | 33.36 | 35.98 |
Small Cap | 10.28 | 10.28 | 4.55 |
Large Cap | 45.21 | 45.21 | 43.95 |
Mid Cap | 11.15 | 11.15 | 15.51 |
Sector Allocation
Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 33.36 | 33.36 | 56.09 |
Realty | 0.55 | 0.55 | - |
Petroleum Products | 3.3 | 3.3 | - |
IT - Software | 9.4 | 9.4 | - |
Retailing | 3.25 | 3.25 | - |
Personal Products | 1.59 | 1.59 | - |
Construction | 0.84 | 0.84 | 1.57 |
Finance | 1.91 | 1.91 | - |
Healthcare Services | 0.61 | 0.61 | - |
Banks | 11.13 | 11.13 | - |
Diversified FMCG | 0.99 | 0.99 | - |
Other Utilities | 0.86 | 0.86 | - |
Non - Ferrous Metals | 0.44 | 0.44 | - |
Pharmaceuticals & Biotechnology | 7.23 | 7.23 | - |
Cement & Cement Products | 1.85 | 1.85 | - |
Paper, Forest & Jute Products | 0.6 | 0.6 | - |
Electrical Equipment | 2.75 | 2.75 | - |
Industrial Products | 1.49 | 1.49 | - |
Automobiles | 2.05 | 2.05 | - |
Commercial Services & Supplies | 0.82 | 0.82 | - |
Transport Services | 1.65 | 1.65 | - |
Insurance | 0.72 | 0.72 | - |
Gas | 0.1 | 0.1 | - |
Beverages | 5.23 | 5.23 | - |
Food Products | 0.65 | 0.65 | - |
Consumer Durables | 2.85 | 2.85 | - |
Chemicals & Petrochemicals | 1.04 | 1.04 | - |
Fertilizers & Agrochemicals | 0.27 | 0.27 | - |
Industrial Manufacturing | 1.62 | 1.62 | - |
Power | 0.59 | 0.59 | - |
Auto Components | 0.26 | 0.26 | - |
Financial | - | - | 8.36 |
Textiles | - | - | 0.17 |
Automobile | - | - | 2.04 |
Healthcare | - | - | 1.85 |
Services | - | - | 2.52 |
Metals & Mining | - | - | 0.38 |
Energy | - | - | 2.58 |
Materials | - | - | 0.9 |
Capital Goods | - | - | 0.67 |
Communication | - | - | 0.96 |
Sovereign | - | - | 15.22 |
Technology | - | - | 2.13 |
Consumer Staples | - | - | 1.65 |
Chemicals | - | - | 0.47 |
Unclassified | - | - | 2.43 |
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