Invesco India Equity Savings Fund vs Tata Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderate |
| Asset Size (Cr) | ₹340 Cr | ₹340 Cr | ₹216 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 18 Aug 2003 |
| 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 | 469% | 469% | 59.93% |
| Expense Ratio | 2.31 | 2.31 | 1.13 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Sailesh Jain |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF277K01907 |
| 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 | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| 1 Month | 2.24% | 2.24% | 1.09% |
| 6 Month | 5.33% | 5.33% | 3.72% |
| 1 Year | 16.82% | 16.82% | 11.72% |
| 3 Year | 10.01% | 10.01% | 9.08% |
| 5 Year | 9.53% | 9.53% | 9.27% |
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 14.49% | 14.49% | 9.63% |
| 3 Year | 14.46% | 14.46% | 11.11% |
| 5 Year | 11.67% | 11.67% | 10.38% |
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| 1 Year | 8.71% | 8.71% | 6.98% |
| 3 Year | 7.72% | 7.72% | 7.02% |
| 5 Year | 9.43% | 9.43% | 6.87% |
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Standard Deviation | 5.03% | 5.03% | 3.99% |
| Sharp | 0.6% | 0.6% | 0.72% |
| Beta | 0.92% | 0.92% | 0.82% |
| Alpha | 0.21% | 0.21% | 0.33% |
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| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Sailesh Jain |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹17041 Cr |
| Fund Manage | 19 | 19 | 7 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Others | 36.04 | 36.04 | 30.31 |
| Large Cap | 45.57 | 45.57 | 14.56 |
| Mid Cap | 9.4 | 9.4 | 4.11 |
| Small Cap | 8.99 | 8.99 | 1.34 |
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Others | 46.38 | 46.38 | 30.31 |
| Insurance | 0.56 | 0.56 | -0.01 |
| Materials | 0.73 | 0.73 | - |
| Technology | 1.31 | 1.31 | - |
| Financial | 9.7 | 9.7 | - |
| Consumer Staples | 1.63 | 1.63 | - |
| Healthcare | 5.36 | 5.36 | - |
| Sovereign | 9.62 | 9.62 | - |
| Capital Goods | 4.87 | 4.87 | - |
| Chemicals | 0.59 | 0.59 | - |
| Services | 7.1 | 7.1 | - |
| Consumer Discretionary | 2.04 | 2.04 | - |
| Automobile | 1.37 | 1.37 | - |
| Metals & Mining | 0.24 | 0.24 | - |
| Construction | 0.88 | 0.88 | 0.85 |
| Energy | 0.6 | 0.6 | - |
| Textiles | 0.41 | 0.41 | - |
| Unclassified | 6.61 | 6.61 | - |
| Telecom - Services | - | - | 0.85 |
| Petroleum Products | - | - | 1.75 |
| Electrical Equipment | - | - | 0.36 |
| Pharmaceuticals & Biotechnology | - | - | 1.32 |
| Cement & Cement Products | - | - | 0.49 |
| Finance | - | - | 0.92 |
| Diversified FMCG | - | - | 0.67 |
| Banks | - | - | 5.18 |
| Agricultural, Commercial & Construction Vehicles | - | - | 0.45 |
| Ferrous Metals | - | - | 0.2 |
| IT - Software | - | - | 2.76 |
| Industrial Products | - | - | 0.44 |
| Auto Components | - | - | 0.56 |
| Financial Technology (Fintech) | - | - | 0.34 |
| Automobiles | - | - | 0.3 |
| Industrial Manufacturing | - | - | 0.46 |
| Transport Services | - | - | 0.41 |
| Power | - | - | 1.04 |
| Transport Infrastructure | - | - | -0.03 |
| Consumer Durables | - | - | 0.7 |
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