Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India Equity Savings Fund vs Axis Equity Saver Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

Invest Now

tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

Invest Now

tortoise-icon Axis Equity Savings Fund - Regular Plan - Growth

Invest Now

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 Axis Equity Savings Fund - Regular Plan - Growth
Fund Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderately High Moderately High Moderately High
Asset Size (Cr) ₹402 Cr ₹402 Cr ₹968 Cr
Min Investment ₹1000 ₹1000 ₹500
Min SIP Invesment ₹500 ₹500 ₹100
Min Addl Investment ₹1000 ₹1000 ₹100
Launch Date 06 Mar 2019 06 Mar 2019 14 Aug 2015
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% 34.8%
Expense Ratio 2.3 2.3 2.26
Manager Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati Hardik Shah
ISIN Code INF205KA1023 INF205KA1023 INF846K01VO3
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 Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
1 Month 2.75% 2.75% 2.84%
6 Month -3.31% -3.31% -2.42%
1 Year 9.13% 9.13% 6.74%
3 Year 9.11% 9.11% 8.58%
5 Year 10.66% 10.66% 12.25%

SIP Return Analysis

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
6 Month -1.96% -1.96% -0.44%
1 Year -0.03% -0.03% 1.66%
3 Year 10.77% 10.77% 9.77%
5 Year 9.42% 9.42% 9.5%

Rolling Lumpsum Returns

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
1 Year 9.26% 9.26% 8.85%
3 Year 7.81% 7.81% 8.69%
5 Year 9.43% 9.43% 8.9%

Risk Management

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation 6.046% 6.046% 5.953%
Sharp 0.363% 0.363% 0.249%
Beta - - -
Alpha - - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis Equity Savings Fund - Regular Plan - Growth
Name Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati Hardik Shah
Total AUM ₹24743 Cr ₹24743 Cr ₹0 Cr
Funds Managed 19 19 12
Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Axis 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

Axis Equity Savings Fund - Regular Plan - Growth

Others 34.17 34.17 31.59
Large Cap 47.43 47.43 54.98
Small Cap 9.41 9.41 6.67
Mid Cap 8.99 8.99 6.77

Sector Allocation

Scheme Name

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Axis Equity Savings Fund - Regular Plan - Growth

Others 33.65 33.65 30.3
Energy 3.2 3.2 9.33
Technology 9.68 9.68 6.7
Healthcare 6.33 6.33 5.21
Consumer Defensive 7.49 7.49 3.73
Industrials 7.25 7.25 6.57
Financial Services 17.82 17.82 21.62
Consumer Cyclical 5.1 5.1 5.6
Utilities 3.41 3.41 1.53
Basic Materials 4.97 4.97 6.07
Real Estate 0.74 0.74 0.76
Communication Services 0.35 0.35 2.59

Top Comparisons

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns17.82%

VS

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns19.38%

Compare Now

ICICI Prudential Bond Fund - Growth ICICI Prudential Bond Fund - Growth

3Y Returns7.37%

VS

Kotak Bond Fund (G) Kotak Bond Fund (G)

3Y Returns6.25%

Compare Now

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns21.09%

VS

Axis Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth

3Y Returns15.89%

Compare Now

Franklin India Balanced Advantage Fund- Growth Franklin India Balanced Advantage Fund- Growth

3Y Returns0%

VS

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns19.75%

Compare Now
Add to Cart Successfully