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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
Overview
| 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 Risk | Moderately High Risk | Low to Moderate Risk |
| Asset Size (Cr) | ₹402 Cr | ₹402 Cr | ₹250 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 | 2.3 | 2.3 | 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 |
Trailing Lumpsum Returns
| 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 | -2.4% | -2.4% | -0.16% |
| 6 Month | -2.64% | -2.64% | 0.88% |
| 1 Year | 8.47% | 8.47% | 8.21% |
| 3 Year | 8.73% | 8.73% | 8.67% |
| 5 Year | 8% | 8% | 8.88% |
SIP Return Analysis
| 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 | 0.54% | 0.54% | 4.79% |
| 3 Year | 10.2% | 10.2% | 9.73% |
| 5 Year | 9.2% | 9.2% | 9.55% |
Rolling Lumpsum Returns
| 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 | 9.26% | 9.26% | 7.05% |
| 3 Year | 7.81% | 7.81% | 7.05% |
| 5 Year | 9.43% | 9.43% | 6.89% |
Risk Management
| 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 | 5.785% | 5.785% | 3.977% |
| Sharp | 0.471% | 0.471% | 0.591% |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| 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 |
Market Cap
| 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 | 33.36 | 33.36 | 30.31 |
| Small Cap | 10.28 | 10.28 | 1.34 |
| Large Cap | 45.21 | 45.21 | 14.56 |
| Mid Cap | 11.15 | 11.15 | 4.11 |
Sector Allocation
| 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 | 33.36 | 33.36 | 30.31 |
| Realty | 0.55 | 0.55 | - |
| Petroleum Products | 3.3 | 3.3 | 1.75 |
| IT - Software | 9.4 | 9.4 | 2.76 |
| Retailing | 3.25 | 3.25 | - |
| Personal Products | 1.59 | 1.59 | - |
| Construction | 0.84 | 0.84 | 0.85 |
| Finance | 1.91 | 1.91 | 0.92 |
| Healthcare Services | 0.61 | 0.61 | - |
| Banks | 11.13 | 11.13 | 5.18 |
| Diversified FMCG | 0.99 | 0.99 | 0.67 |
| Other Utilities | 0.86 | 0.86 | - |
| Non - Ferrous Metals | 0.44 | 0.44 | - |
| Pharmaceuticals & Biotechnology | 7.23 | 7.23 | 1.32 |
| Cement & Cement Products | 1.85 | 1.85 | 0.49 |
| Paper, Forest & Jute Products | 0.6 | 0.6 | - |
| Electrical Equipment | 2.75 | 2.75 | 0.36 |
| Industrial Products | 1.49 | 1.49 | 0.44 |
| Automobiles | 2.05 | 2.05 | 0.3 |
| Commercial Services & Supplies | 0.82 | 0.82 | - |
| Transport Services | 1.65 | 1.65 | 0.41 |
| Insurance | 0.72 | 0.72 | -0.01 |
| Gas | 0.1 | 0.1 | - |
| Beverages | 5.23 | 5.23 | - |
| Food Products | 0.65 | 0.65 | - |
| Consumer Durables | 2.85 | 2.85 | 0.7 |
| Chemicals & Petrochemicals | 1.04 | 1.04 | - |
| Fertilizers & Agrochemicals | 0.27 | 0.27 | - |
| Industrial Manufacturing | 1.62 | 1.62 | 0.46 |
| Power | 0.59 | 0.59 | 1.04 |
| Auto Components | 0.26 | 0.26 | 0.56 |
| Telecom - Services | - | - | 0.85 |
| Agricultural, Commercial & Construction Vehicles | - | - | 0.45 |
| Ferrous Metals | - | - | 0.2 |
| Financial Technology (Fintech) | - | - | 0.34 |
| Transport Infrastructure | - | - | -0.03 |
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