Kotak Equity Savings Fund vs Invesco India Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderately High |
| Asset Size (Cr) | ₹7804 Cr | ₹340 Cr | ₹340 Cr |
| Min Investment | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 13 Oct 2014 | 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 | 492.24% | 469% | 469% |
| Expense Ratio | 1.77 | 2.31 | 2.31 |
| Manager | Abhishek Bisen | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF174K01C78 | INF205KA1023 | INF205KA1023 |
| Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | 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 |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -1.39% | -2.28% | -2.28% |
| 6 Month | 0.52% | 1.61% | 1.61% |
| 1 Year | 9.37% | 12.53% | 12.53% |
| 3 Year | 10.52% | 8.83% | 8.83% |
| 5 Year | 10.73% | 8.9% | 8.9% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 5.6% | 8.25% | 8.25% |
| 3 Year | 11.85% | 12.61% | 12.61% |
| 5 Year | 11.69% | 10.59% | 10.59% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 8.66% | 8.71% | 8.71% |
| 3 Year | 8.72% | 7.72% | 7.72% |
| 5 Year | 8.63% | 9.43% | 9.43% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 3.82% | 5.03% | 5.03% |
| Sharp | 1.46% | 0.6% | 0.6% |
| Beta | 0.7% | 0.92% | 0.92% |
| Alpha | 3.58% | 0.21% | 0.21% |
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| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Abhishek Bisen | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| Total AUM | ₹0 Cr | ₹24743 Cr | ₹24743 Cr |
| Fund Manage | 33 | 19 | 19 |
| Kotak Equity Savings Fund - Regular - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth |
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 31.03 | 32.31 | 32.31 |
| Large Cap | 24.13 | 48.82 | 48.82 |
| Mid Cap | 6.24 | 8.74 | 8.74 |
| Small Cap | 8.75 | 10.13 | 10.13 |
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 31.03 | 32.31 | 32.31 |
| Telecom - Services | 0.79 | - | - |
| Petroleum Products | 1.32 | 3.7 | 3.7 |
| IT - Software | 4.02 | 9.52 | 9.52 |
| Pharmaceuticals & Biotechnology | 0 | 7.3 | 7.3 |
| Cement & Cement Products | -0.01 | 1.98 | 1.98 |
| Personal Products | 0.9 | 2.05 | 2.05 |
| Construction | 0.95 | 0.92 | 0.92 |
| Ferrous Metals | 0 | - | - |
| Finance | 1.88 | 2.33 | 2.33 |
| Banks | 5.45 | 10.72 | 10.72 |
| Retailing | 2.51 | 3.76 | 3.76 |
| Diversified FMCG | 2.33 | 1.32 | 1.32 |
| Non - Ferrous Metals | -0.01 | 0.5 | 0.5 |
| Leisure Services | 1.32 | 0.31 | 0.31 |
| Aerospace & Defense | -0.01 | - | - |
| Chemicals & Petrochemicals | 0.74 | - | - |
| Realty | -0.01 | 0.57 | 0.57 |
| Insurance | 1 | 1.15 | 1.15 |
| Automobiles | 6.26 | 2.19 | 2.19 |
| Gas | 1.71 | 0.1 | 0.1 |
| Consumer Durables | 1.5 | 2.88 | 2.88 |
| Diversified Metals | -0.0099999999999998 | - | - |
| Oil | -0.01 | - | - |
| Power | 2.03 | 0.64 | 0.64 |
| Electrical Equipment | 0.14 | 2.82 | 2.82 |
| Metals & Minerals Trading | -0.01 | - | - |
| Entertainment | 0.47 | - | - |
| Healthcare Services | 0.21 | 0.87 | 0.87 |
| Capital Markets | 1.2 | - | - |
| Minerals & Mining | 0 | - | - |
| Fertilizers & Agrochemicals | 0 | 0.31 | 0.31 |
| Transport Services | 0.45 | 1.37 | 1.37 |
| Transport Infrastructure | -0.02 | - | - |
| Auto Components | 0.46 | 0.27 | 0.27 |
| Beverages | 1.11 | 5.23 | 5.23 |
| Industrial Manufacturing | 0.46 | 1.44 | 1.44 |
| Paper, Forest & Jute Products | - | 0.69 | 0.69 |
| Industrial Products | - | 1.38 | 1.38 |
| Commercial Services & Supplies | - | 0.63 | 0.63 |
| Food Products | - | 0.74 | 0.74 |
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