Invesco India Equity Savings Fund vs Mirae Asset Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Mirae Asset 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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderately High |
Asset Size (Cr) | ₹459 Cr | ₹459 Cr | ₹1574 Cr |
Min Investment | ₹1000 | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 06 Mar 2019 | 06 Mar 2019 | 17 Dec 2018 |
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 Index |
Turn Over | 469% | 469% | 620% |
Expense Ratio | 2.3 | 2.3 | 1.32 |
Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Mahendra Kumar Jajoo |
ISIN Code | INF205KA1023 | INF205KA1023 | INF769K01EI5 |
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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
1 Month | 1.38% | 1.38% | 1.23% |
6 Month | 7.61% | 7.61% | 9.29% |
1 Year | 2.29% | 2.29% | 5.08% |
3 Year | 11.04% | 11.04% | 11.02% |
5 Year | 9.24% | 9.24% | 12% |
SIP Return Analysis
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
6 Month | 1.72% | 1.72% | 2.35% |
1 Year | 6.02% | 6.02% | 9.8% |
3 Year | 10.74% | 10.74% | 11.07% |
5 Year | 9.6% | 9.6% | 10.52% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
1 Year | 8.84% | 8.84% | 10.94% |
3 Year | 8.03% | 8.03% | 11.12% |
5 Year | 9.62% | 9.62% | 12.01% |
Risk Management
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Standard Deviation | 5.70% | 5.70% | 5.53% |
Sharp | 0.62% | 0.62% | 0.65% |
Beta | - | - | - |
Alpha | - | - | - |
Fund Managers
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Mahendra Kumar Jajoo |
Total AUM | ₹24743 Cr | ₹24743 Cr | ₹8876 Cr |
Funds Managed | 19 | 19 | 4 |
Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset 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 |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Others | 36.99 | 36.99 | 35.48 |
Large Cap | 43.88 | 43.88 | 50.69 |
Small Cap | 8.28 | 8.28 | 7.22 |
Mid Cap | 10.85 | 10.85 | 6.61 |
Sector Allocation
Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Others | 33.84 | 33.84 | 33.46 |
Energy | 2.07 | 2.07 | 4 |
Technology | 6.41 | 6.41 | 4.62 |
Healthcare | 4.19 | 4.19 | 5.1 |
Consumer Defensive | 5.65 | 5.65 | 2.73 |
Industrials | 10.13 | 10.13 | 6.44 |
Financial Services | 20.61 | 20.61 | 21.98 |
Utilities | 2.86 | 2.86 | 4.03 |
Basic Materials | 6.95 | 6.95 | 6.51 |
Real Estate | 0.52 | 0.52 | 1.25 |
Consumer Cyclical | 5.63 | 5.63 | 7.89 |
Communication Services | 1.15 | 1.15 | 1.99 |
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