- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | Moderately High | Low to Moderate |
| 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 | 2.22% | 2.22% | 1.61% |
| 6 Month | -0.04% | -0.04% | 3.06% |
| 1 Year | 9.44% | 9.44% | 9.74% |
| 3 Year | 9.97% | 9.97% | 9.41% |
| 5 Year | 10.48% | 10.48% | 11.34% |
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 | 0.27% | 0.27% | 1.94% |
| 1 Year | 1.56% | 1.56% | 6.28% |
| 3 Year | 11.1% | 11.1% | 10.49% |
| 5 Year | 9.59% | 9.59% | 9.75% |
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 | 6.046% | 6.046% | 4.048% |
| Sharp | 0.363% | 0.363% | 0.516% |
| Beta | - | - | - |
| Alpha | - | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 34.17 | 34.17 | 34.75 |
| Large Cap | 47.43 | 47.43 | 55.69 |
| Small Cap | 9.41 | 9.41 | 1.55 |
| Mid Cap | 8.99 | 8.99 | 8.02 |
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 | 33.65 | 33.65 | 34.29 |
| Energy | 3.2 | 3.2 | 6.21 |
| Technology | 9.68 | 9.68 | 3.32 |
| Healthcare | 6.33 | 6.33 | 4.33 |
| Consumer Defensive | 7.49 | 7.49 | 2.97 |
| Industrials | 7.25 | 7.25 | 12.58 |
| Financial Services | 17.82 | 17.82 | 19.96 |
| Consumer Cyclical | 5.1 | 5.1 | 0.83 |
| Utilities | 3.41 | 3.41 | 4.59 |
| Basic Materials | 4.97 | 4.97 | 5.5 |
| Real Estate | 0.74 | 0.74 | - |
| Communication Services | 0.35 | 0.35 | 5.41 |
Top Comparisons
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns11.69%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns14.56%
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns13.35%
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
3Y Returns16.7%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.27%
Quant Overnight Fund Regular - Growth
3Y Returns0%
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
3Y Returns0%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns9.65%
