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Invesco India Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹8487 Cr | ₹460 Cr | ₹460 Cr |
| Min Investment | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 13 Oct 2014 | 06 Mar 2019 | 06 Mar 2019 |
| 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 | 492.24% | 469% | 469% |
| Expense Ratio | 1.76 | 2.3 | 2.3 |
| Manager | Abhishek Bisen | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF174K01C78 | INF205KA1023 | INF205KA1023 |
| Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 1.31% | -0.23% | -0.23% |
| 6 Month | 6.97% | 4.25% | 4.25% |
| 1 Year | 5.33% | 1.32% | 1.32% |
| 3 Year | 12.26% | 11.35% | 11.35% |
| 5 Year | 11.58% | 9.19% | 9.19% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 3.21% | 0.49% | 0.49% |
| 1 Year | 11.54% | 4.99% | 4.99% |
| 3 Year | 11.15% | 9.91% | 9.91% |
| 5 Year | 11.02% | 9.2% | 9.2% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 8.4% | 8.66% | 8.66% |
| 3 Year | 9.01% | 8.07% | 8.07% |
| 5 Year | 8.82% | 9.54% | 9.54% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.05% | 5.58% | 5.58% |
| Sharp | 0.98% | 0.72% | 0.72% |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹0 Cr | ₹24743 Cr | ₹24743 Cr |
| Funds Managed | 33 | 19 | 19 |
| Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 34.68 | 37.01 | 37.01 |
| Large Cap | 51.36 | 44.71 | 44.71 |
| Mid Cap | 8.42 | 10.46 | 10.46 |
| Small Cap | 5.54 | 7.82 | 7.82 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 33.25 | 34.21 | 34.21 |
| Communication Services | 10.17 | 1.52 | 1.52 |
| Energy | 4.32 | 3.56 | 3.56 |
| Technology | 3.87 | 7.17 | 7.17 |
| Consumer Cyclical | 11.9 | 5.14 | 5.14 |
| Healthcare | 0.94 | 1.28 | 1.28 |
| Consumer Defensive | 3.64 | 7.64 | 7.64 |
| Industrials | 3.91 | 8.8 | 8.8 |
| Basic Materials | 5.52 | 7.66 | 7.66 |
| Financial Services | 18.29 | 19.87 | 19.87 |
| Utilities | 3.85 | 2.71 | 2.71 |
| Real Estate | 0.36 | 0.46 | 0.46 |
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