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) | ₹423 Cr | ₹423 Cr | ₹1814 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹99 |
| 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 | -1.22% | -1.22% | 0.12% |
| 6 Month | -1.46% | -1.46% | 2.77% |
| 1 Year | 0.37% | 0.37% | 8.16% |
| 3 Year | 10.64% | 10.64% | 11.4% |
| 5 Year | 8.03% | 8.03% | 10.71% |
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 | -0.76% | -0.76% | 2.2% |
| 1 Year | 1.72% | 1.72% | 10.16% |
| 3 Year | 7.67% | 7.67% | 10.57% |
| 5 Year | 8.16% | 8.16% | 10.3% |
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 | 8.25% | 8.25% | 10.44% |
| 3 Year | 8.2% | 8.2% | 11.11% |
| 5 Year | 9.4% | 9.4% | 11.99% |
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 | 5.60% | 5.60% | 5.43% |
| Sharp | 0.69% | 0.69% | 0.74% |
| 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 | 36.38 | 36.38 | 37.67 |
| Large Cap | 44.4 | 44.4 | 49.14 |
| Small Cap | 8.54 | 8.54 | 6.13 |
| Mid Cap | 10.68 | 10.68 | 7.06 |
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 | 31.98 | 31.98 | 35 |
| Energy | 3.47 | 3.47 | 3.52 |
| Technology | 6.65 | 6.65 | 4.93 |
| Healthcare | 2.75 | 2.75 | 5.51 |
| Industrials | 7.63 | 7.63 | 5.64 |
| Financial Services | 23.18 | 23.18 | 21.69 |
| Consumer Defensive | 6.67 | 6.67 | 2.95 |
| Basic Materials | 6.52 | 6.52 | 6.56 |
| Real Estate | 0.42 | 0.42 | 1.04 |
| Consumer Cyclical | 6.44 | 6.44 | 8 |
| Communication Services | 2.63 | 2.63 | 1.98 |
| Utilities | 1.67 | 1.67 | 3.18 |
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