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Invesco India Equity Savings Fund vs Nippon India Equity Savings Fund compare
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderately High Risk | Moderately High Risk |
| Asset Size (Cr) | ₹481 Cr | ₹402 Cr | ₹402 Cr |
| Min Investment | ₹5000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 30 May 2015 | 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 | 544% | 469% | 469% |
| Expense Ratio | 1.65 | 2.3 | 2.3 |
| Manager | Anand Devendra Gupta | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF204KA1W02 | INF205KA1023 | INF205KA1023 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -0.47% | -2.4% | -2.4% |
| 6 Month | 1.39% | -2.64% | -2.64% |
| 1 Year | 7.91% | 8.47% | 8.47% |
| 3 Year | 7.98% | 8.73% | 8.73% |
| 5 Year | 5.59% | 8% | 8% |
SIP Return Analysis
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 5.42% | 0.54% | 0.54% |
| 3 Year | 9.17% | 10.2% | 10.2% |
| 5 Year | 8.95% | 9.2% | 9.2% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 6.7% | 9.26% | 9.26% |
| 3 Year | 2.98% | 7.81% | 7.81% |
| 5 Year | 1.86% | 9.43% | 9.43% |
Risk Management
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 4.11% | 5.785% | 5.785% |
| Sharp | 0.39% | 0.471% | 0.471% |
| Beta | 0.67% | - | - |
| Alpha | 0.15% | - | - |
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Fund Managers
| Scheme Name | Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Anand Devendra Gupta | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹12754 Cr | ₹24743 Cr | ₹24743 Cr |
| Fund Manage | 3 | 19 | 19 |
| Nippon India Equity Savings Fund- Growth Plan- Bonus Option | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 75.78 | 33.36 | 33.36 |
| Large Cap | 64.22 | 45.21 | 45.21 |
| Small Cap | 1.93 | 10.28 | 10.28 |
| Mid Cap | 4.07 | 11.15 | 11.15 |
Sector Allocation
| Scheme Name |
Nippon India Equity Savings Fund- Growth Plan- Bonus Option |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 75.78 | 33.36 | 33.36 |
| Telecom - Services | 1.11 | - | - |
| Petroleum Products | 5.6 | 3.3 | 3.3 |
| IT - Software | 5.32 | 9.4 | 9.4 |
| Construction | 4.46 | 0.84 | 0.84 |
| Pharmaceuticals & Biotechnology | 1.48 | 7.23 | 7.23 |
| Personal Products | 0.23 | 1.59 | 1.59 |
| Ferrous Metals | 1.48 | - | - |
| Finance | 2.7 | 1.91 | 1.91 |
| Consumer Durables | 0.58 | 2.85 | 2.85 |
| Diversified FMCG | 3.86 | 0.99 | 0.99 |
| Banks | 16.92 | 11.13 | 11.13 |
| Cement & Cement Products | 3.89 | 1.85 | 1.85 |
| Automobiles | 5.92 | 2.05 | 2.05 |
| Insurance | 1.18 | 0.72 | 0.72 |
| Diversified Metals | 3.02 | - | - |
| Agricultural, Commercial & Construction Vehicles | 1.35 | - | - |
| Aerospace & Defense | 0.53 | - | - |
| Realty | 0.38 | 0.55 | 0.55 |
| Industrial Products | 0.68 | 1.49 | 1.49 |
| Consumable Fuels | 3.15 | - | - |
| Fertilizers & Agrochemicals | 0.53 | 0.27 | 0.27 |
| Retailing | 0.43 | 3.25 | 3.25 |
| Power | 4.73 | 0.59 | 0.59 |
| Auto Components | 0.69 | 0.26 | 0.26 |
| Healthcare Services | - | 0.61 | 0.61 |
| Other Utilities | - | 0.86 | 0.86 |
| Non - Ferrous Metals | - | 0.44 | 0.44 |
| Paper, Forest & Jute Products | - | 0.6 | 0.6 |
| Electrical Equipment | - | 2.75 | 2.75 |
| Commercial Services & Supplies | - | 0.82 | 0.82 |
| Transport Services | - | 1.65 | 1.65 |
| Gas | - | 0.1 | 0.1 |
| Beverages | - | 5.23 | 5.23 |
| Food Products | - | 0.65 | 0.65 |
| Chemicals & Petrochemicals | - | 1.04 | 1.04 |
| Industrial Manufacturing | - | 1.62 | 1.62 |
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