Invesco India Equity Savings Fund vs Nippon India Equity Savings Fund compare

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tortoise-icon Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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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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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderately High
Asset Size (Cr) ₹481 Cr ₹207 Cr ₹207 Cr
Min Investment ₹5000 ₹1000 ₹1000
Min SIP Invesment ₹100 ₹500 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 30 May 2015 15 Feb 2019 15 Feb 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 2.31 2.31
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 Exit load of 0.25% if redeemed within 1 month./365 Exit load of 0.25% if redeemed within 1 month./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 1.51% 1.88% 1.88%
6 Month 6.9% 12.21% 12.21%
1 Year 12.44% 22.01% 22.01%
3 Year 8.14% 10.24% 10.24%
5 Year 4.98% 10.22% 10.22%

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 5.83% 9.7% 9.7%
3 Year 15.62% 20.48% 20.48%
5 Year 24.41% 30.39% 30.39%

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 7.02% 9.37% 9.37%
3 Year 19.53% 23.26% 23.26%
5 Year 25.76% 33.04% 33.04%

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% 5.03% 5.03%
Sharp 0.32% 0.6% 0.6%
Beta 0.71% 0.92% 0.92%
Alpha -0.25% 0.21% 0.21%

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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 31.52 36.04 36.04
Large Cap 61.97 45.57 45.57
Small Cap 1.82 8.99 8.99
Mid Cap 4.66 9.4 9.4

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 53.87 46.38 46.38
Technology 1.75 1.31 1.31
Capital Goods 1.38 4.87 4.87
Metals & Mining 1.84 0.24 0.24
Consumer Staples 1.2 1.63 1.63
Chemicals 0 0.59 0.59
Communication 1.51 - -
Construction 1.21 0.88 0.88
Automobile 1.2 1.37 1.37
Healthcare 0.68 5.36 5.36
Financial 16.99 9.7 9.7
Materials 1.52 0.73 0.73
Energy 2.16 0.6 0.6
Sovereign 13.52 9.62 9.62
Services 0.96 7.1 7.1
Insurance 0.18 0.56 0.56
Consumer Discretionary - 2.04 2.04
Textiles - 0.41 0.41
Unclassified - 6.61 6.61

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