Invesco India Equity Savings Fund vs Axis Equity Saver Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Axis 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 | 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 | 1.75% | 1.75% | 1.68% |
6 Month | 0.06% | 0.06% | 1.54% |
1 Year | 8.49% | 8.49% | 8.22% |
3 Year | 10% | 10% | 9.71% |
5 Year | 10.28% | 10.28% | 11.88% |
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 | 0.98% | 0.98% | 1.7% |
1 Year | 2.37% | 2.37% | 3.75% |
3 Year | 11.43% | 11.43% | 10.38% |
5 Year | 9.76% | 9.76% | 9.74% |
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 | - | - | - |
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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 |
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