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Kotak Equity Savings Fund vs Invesco India Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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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 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) ₹8177 Cr ₹402 Cr ₹402 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 1.76 2.3 2.3
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

Trailing Lumpsum Returns

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 2.84% 2.32% 2.32%
6 Month -3.24% -3.7% -3.7%
1 Year 5.48% 8.11% 8.11%
3 Year 9.99% 8.86% 8.86%
5 Year 13.55% 10.83% 10.83%

SIP Return Analysis

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 -0.83% -1.96% -1.96%
1 Year 0.29% -0.03% -0.03%
3 Year 10.11% 10.77% 10.77%
5 Year 10.55% 9.42% 9.42%

Rolling Lumpsum Returns

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 8.74% 9.26% 9.26%
3 Year 8.81% 7.81% 7.81%
5 Year 8.68% 9.43% 9.43%

Risk Management

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 5.035% 6.046% 6.046%
Sharp 0.584% 0.363% 0.363%
Beta - - -
Alpha - - -

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Fund Managers

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
Funds Managed 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

Market Cap

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 33.25 34.17 34.17
Large Cap 49.67 47.43 47.43
Small Cap 7.96 9.41 9.41
Mid Cap 9.11 8.99 8.99

Sector Allocation

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 32.97 33.65 33.65
Communication Services 9.32 0.35 0.35
Energy 4.49 3.2 3.2
Technology 3.54 9.68 9.68
Consumer Cyclical 11.11 5.1 5.1
Healthcare 1.04 6.33 6.33
Consumer Defensive 5.04 7.49 7.49
Industrials 5.06 7.25 7.25
Financial Services 14.57 17.82 17.82
Basic Materials 6.18 4.97 4.97
Utilities 6.36 3.41 3.41
Real Estate 0.31 0.74 0.74

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