Edelweiss 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 Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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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 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 Moderately High Moderate
Asset Size (Cr) ₹207 Cr ₹207 Cr ₹439 Cr
Min Investment ₹1000 ₹1000 ₹100
Min SIP Invesment ₹500 ₹500 ₹100
Min Addl Investment ₹1000 ₹1000 ₹100
Launch Date 15 Feb 2019 15 Feb 2019 05 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 2.31 2.31 1.56
Manager Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati Dhawal Dalal
ISIN Code INF205KA1023 INF205KA1023 INF843K01KG9
Exits Load Exit load of 0.25% if redeemed within 1 month./365 Exit load of 0.25% if redeemed within 1 month./365 Exit load of 0.25%, if redeemed within 30 days./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 -1.72% -1.72% -1.46%
6 Month 6.71% 6.71% 5.01%
1 Year 18.19% 18.19% 13.66%
3 Year 8.87% 8.87% 8.54%
5 Year 9.21% 9.21% 10.27%

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 15.5% 15.5% 11.83%
3 Year 14.03% 14.03% 11.97%
5 Year 11.4% 11.4% 11.08%

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 8.71% 8.71% 8.56%
3 Year 7.72% 7.72% 8.69%
5 Year 9.43% 9.43% 8.49%

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 5.03% 5.03% 3.86%
Sharp 0.6% 0.6% 0.63%
Beta 0.92% 0.92% 0.23%
Alpha 0.21% 0.21% 1.16%

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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 36.04 36.04 35.98
Large Cap 45.57 45.57 43.95
Mid Cap 9.4 9.4 15.51
Small Cap 8.99 8.99 4.55

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 46.38 46.38 56.09
Insurance 0.56 0.56 -
Materials 0.73 0.73 0.9
Technology 1.31 1.31 2.13
Financial 9.7 9.7 8.36
Consumer Staples 1.63 1.63 1.65
Healthcare 5.36 5.36 1.85
Sovereign 9.62 9.62 15.22
Capital Goods 4.87 4.87 0.67
Chemicals 0.59 0.59 0.47
Services 7.1 7.1 2.52
Consumer Discretionary 2.04 2.04 -
Automobile 1.37 1.37 2.04
Metals & Mining 0.24 0.24 0.38
Construction 0.88 0.88 1.57
Energy 0.6 0.6 2.58
Textiles 0.41 0.41 0.17
Unclassified 6.61 6.61 2.43
Communication - - 0.96

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