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) | ₹6052 Cr | ₹207 Cr | ₹207 Cr |
| Min Investment | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 11 Oct 2014 | 15 Feb 2019 | 15 Feb 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 | 1.81 | 2.31 | 2.31 |
| Manager | Abhishek Bisen | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati |
| ISIN Code | INF174K01C78 | INF205KA1023 | INF205KA1023 |
| Exits Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365 | Exit load of 0.25% if redeemed within 1 month./365 | Exit load of 0.25% if redeemed within 1 month./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 | 1.43% | 1.88% | 1.88% |
| 6 Month | 9.71% | 12.21% | 12.21% |
| 1 Year | 21.04% | 22.01% | 22.01% |
| 3 Year | 13% | 10.24% | 10.24% |
| 5 Year | 12.28% | 10.22% | 10.22% |
| 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 | 9.08% | 9.7% | 9.7% |
| 3 Year | 22.75% | 20.48% | 20.48% |
| 5 Year | 37.57% | 30.39% | 30.39% |
| 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 | 11.35% | 9.37% | 9.37% |
| 3 Year | 28.85% | 23.26% | 23.26% |
| 5 Year | 38.62% | 33.04% | 33.04% |
| 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 | 32.25 | 36.04 | 36.04 |
| Large Cap | 26.45 | 45.57 | 45.57 |
| Small Cap | 6.32 | 8.99 | 8.99 |
| Mid Cap | 3.01 | 9.4 | 9.4 |
| 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 | 30.39 | 46.38 | 46.38 |
| Banks | 9.25 | - | - |
| Transport Infrastructure | -0.02 | - | - |
| Telecom - Services | 0.92 | - | - |
| Automobiles | 4.32 | - | - |
| Petroleum Products | 1.48 | - | - |
| Diversified FMCG | 2.31 | - | - |
| Power | 2.1 | - | - |
| Finance | 1.79 | - | - |
| Cement & Cement Products | -0.01 | - | - |
| Insurance | 1.68 | 0.56 | 0.56 |
| Diversified Metals | -0.01 | - | - |
| Consumer Durables | 1.43 | - | - |
| Oil | -0.01 | - | - |
| Retailing | 1.16 | - | - |
| Capital Markets | 1.13 | - | - |
| Construction | 1.13 | 0.88 | 0.88 |
| Beverages | 1.32 | - | - |
| IT - Software | 1.69 | - | - |
| Metals & Minerals Trading | -0.01 | - | - |
| Auto Components | 0.94 | - | - |
| Personal Products | 0.79 | - | - |
| Industrial Manufacturing | 0.74 | - | - |
| Gas | 1.05 | - | - |
| Ferrous Metals | 0.44 | - | - |
| Pharmaceuticals & Biotechnology | 0.53 | - | - |
| Entertainment | 0.57 | - | - |
| Leisure Services | 0.7 | - | - |
| Realty | 0 | - | - |
| Minerals & Mining | 0 | - | - |
| Non - Ferrous Metals | -0.01 | - | - |
| Healthcare Services | 0.24 | - | - |
| Fertilizers & Agrochemicals | 0 | - | - |
| Aerospace & Defense | 0 | - | - |
| Transport Services | 0 | - | - |
| Healthcare | - | 5.36 | 5.36 |
| Consumer Staples | - | 1.63 | 1.63 |
| Financial | - | 9.7 | 9.7 |
| Unclassified | - | 6.61 | 6.61 |
| Materials | - | 0.73 | 0.73 |
| Sovereign | - | 9.62 | 9.62 |
| Services | - | 7.1 | 7.1 |
| Capital Goods | - | 4.87 | 4.87 |
| Technology | - | 1.31 | 1.31 |
| Consumer Discretionary | - | 2.04 | 2.04 |
| Automobile | - | 1.37 | 1.37 |
| Energy | - | 0.6 | 0.6 |
| Textiles | - | 0.41 | 0.41 |
| Chemicals | - | 0.59 | 0.59 |
| Metals & Mining | - | 0.24 | 0.24 |
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