Invesco India Equity Savings Fund vs Edelweiss 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) ₹340 Cr ₹340 Cr ₹539 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 2.31 2.31 1.59
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 -2.94% -2.94% -0.82%
6 Month 0.72% 0.72% 2.82%
1 Year 11.82% 11.82% 11.1%
3 Year 9.03% 9.03% 9.52%
5 Year 8.78% 8.78% 10.5%

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 11.16% 11.16% 9.22%
3 Year 13.87% 13.87% 11.88%
5 Year 11.35% 11.35% 10.97%

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 33.36 33.36 35.98
Small Cap 10.28 10.28 4.55
Large Cap 45.21 45.21 43.95
Mid Cap 11.15 11.15 15.51

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 33.36 33.36 56.09
Realty 0.55 0.55 -
Petroleum Products 3.3 3.3 -
IT - Software 9.4 9.4 -
Retailing 3.25 3.25 -
Personal Products 1.59 1.59 -
Construction 0.84 0.84 1.57
Finance 1.91 1.91 -
Healthcare Services 0.61 0.61 -
Banks 11.13 11.13 -
Diversified FMCG 0.99 0.99 -
Other Utilities 0.86 0.86 -
Non - Ferrous Metals 0.44 0.44 -
Pharmaceuticals & Biotechnology 7.23 7.23 -
Cement & Cement Products 1.85 1.85 -
Paper, Forest & Jute Products 0.6 0.6 -
Electrical Equipment 2.75 2.75 -
Industrial Products 1.49 1.49 -
Automobiles 2.05 2.05 -
Commercial Services & Supplies 0.82 0.82 -
Transport Services 1.65 1.65 -
Insurance 0.72 0.72 -
Gas 0.1 0.1 -
Beverages 5.23 5.23 -
Food Products 0.65 0.65 -
Consumer Durables 2.85 2.85 -
Chemicals & Petrochemicals 1.04 1.04 -
Fertilizers & Agrochemicals 0.27 0.27 -
Industrial Manufacturing 1.62 1.62 -
Power 0.59 0.59 -
Auto Components 0.26 0.26 -
Financial - - 8.36
Textiles - - 0.17
Automobile - - 2.04
Healthcare - - 1.85
Services - - 2.52
Metals & Mining - - 0.38
Energy - - 2.58
Materials - - 0.9
Capital Goods - - 0.67
Communication - - 0.96
Sovereign - - 15.22
Technology - - 2.13
Consumer Staples - - 1.65
Chemicals - - 0.47
Unclassified - - 2.43

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