Invesco India Equity Savings Fund vs DSP Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
DSP 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 | 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) | ₹402 Cr | ₹402 Cr | ₹2417 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 | 2.3 | 2.3 | 1.32 |
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 | 2.32% | 2.32% | 1.82% |
6 Month | -3.7% | -3.7% | 0.08% |
1 Year | 8.11% | 8.11% | 10.25% |
3 Year | 8.86% | 8.86% | 9.44% |
5 Year | 10.83% | 10.83% | 13.89% |
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 | -1.96% | -1.96% | 1.18% |
1 Year | -0.03% | -0.03% | 6.44% |
3 Year | 10.77% | 10.77% | 10.92% |
5 Year | 9.42% | 9.42% | 10.49% |
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 | 9.26% | 9.26% | 8.52% |
3 Year | 7.81% | 7.81% | 8.4% |
5 Year | 9.43% | 9.43% | 7.94% |
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 | 6.046% | 6.046% | 4.11% |
Sharp | 0.363% | 0.363% | 0.656% |
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 | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Kedar Karnik |
Total AUM | ₹24743 Cr | ₹24743 Cr | ₹32997 Cr |
Funds Managed | 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 | 34.17 | 34.17 | 29.62 |
Large Cap | 47.43 | 47.43 | 57.12 |
Small Cap | 9.41 | 9.41 | 5.11 |
Mid Cap | 8.99 | 8.99 | 8.16 |
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 | 33.65 | 33.65 | 27.99 |
Energy | 3.2 | 3.2 | 8.65 |
Technology | 9.68 | 9.68 | 2.74 |
Healthcare | 6.33 | 6.33 | 3.9 |
Consumer Defensive | 7.49 | 7.49 | 2.23 |
Industrials | 7.25 | 7.25 | 4.1 |
Financial Services | 17.82 | 17.82 | 27.81 |
Consumer Cyclical | 5.1 | 5.1 | 8.74 |
Utilities | 3.41 | 3.41 | 3.65 |
Basic Materials | 4.97 | 4.97 | 4.98 |
Real Estate | 0.74 | 0.74 | 0.2 |
Communication Services | 0.35 | 0.35 | 5.01 |
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