Invesco India Equity Savings Fund vs Edelweiss 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 | Moderately High | Moderate |
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 | -1.37% | -1.37% | -0.69% |
6 Month | -4.02% | -4.02% | -0.57% |
1 Year | 7.81% | 7.81% | 7.86% |
3 Year | 9.06% | 9.06% | 9.62% |
5 Year | 8.78% | 8.78% | 10.62% |
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 | -3.6% | -3.6% | -1.03% |
1 Year | -2.58% | -2.58% | 2.56% |
3 Year | 9.71% | 9.71% | 9.85% |
5 Year | 8.82% | 8.82% | 9.59% |
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 | 6.046% | 6.046% | 4.089% |
Sharp | 0.363% | 0.363% | 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 | 34.17369 | 34.17369 | 34.349 |
Large Cap | 47.43021 | 47.43021 | 46.78062 |
Small Cap | 9.40665 | 9.40665 | 6.50039 |
Mid Cap | 8.9894 | 8.9894 | 12.36999 |
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 | 33.64602 | 33.64602 | 31.73503 |
Energy | 3.19714 | 3.19714 | 10.61142 |
Technology | 9.68259 | 9.68259 | 3.66695 |
Healthcare | 6.33283 | 6.33283 | 3.57695 |
Consumer Defensive | 7.49406 | 7.49406 | 1.93881 |
Industrials | 7.24931 | 7.24931 | 8.31883 |
Financial Services | 17.8221 | 17.8221 | 17.31958 |
Consumer Cyclical | 5.09961 | 5.09961 | 9.3065 |
Utilities | 3.41461 | 3.41461 | 2.52235 |
Basic Materials | 4.96591 | 4.96591 | 8.53919 |
Real Estate | 0.74328 | 0.74328 | 0.44828 |
Communication Services | 0.35249 | 0.35249 | 2.01611 |
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