Mirae Asset Equity Savings Fund vs Invesco India Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderately High |
Asset Size (Cr) | ₹402 Cr | ₹402 Cr | ₹1371 Cr |
Min Investment | ₹1000 | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 06 Mar 2019 | 06 Mar 2019 | 17 Dec 2018 |
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 Index |
Turn Over | 469% | 469% | 620% |
Expense Ratio | 2.3 | 2.3 | 1.32 |
Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Mahendra Kumar Jajoo |
ISIN Code | INF205KA1023 | INF205KA1023 | INF769K01EI5 |
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 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
1 Month | 2.22% | 2.22% | 2.26% |
6 Month | -0.04% | -0.04% | 2.4% |
1 Year | 9.44% | 9.44% | 10.22% |
3 Year | 9.97% | 9.97% | 10.46% |
5 Year | 10.48% | 10.48% | 14.26% |
SIP Return Analysis
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
6 Month | 0.27% | 0.27% | 2.26% |
1 Year | 1.56% | 1.56% | 5.64% |
3 Year | 11.1% | 11.1% | 11.08% |
5 Year | 9.59% | 9.59% | 10.91% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
1 Year | 9.26% | 9.26% | 11.5% |
3 Year | 7.81% | 7.81% | 11.11% |
5 Year | 9.43% | 9.43% | 11.78% |
Risk Management
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Standard Deviation | 6.046% | 6.046% | 5.742% |
Sharp | 0.363% | 0.363% | 0.406% |
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 | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Mahendra Kumar Jajoo |
Total AUM | ₹24743 Cr | ₹24743 Cr | ₹8876 Cr |
Funds Managed | 19 | 19 | 4 |
Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Others | 34.17 | 34.17 | 30.93 |
Large Cap | 47.43 | 47.43 | 53.76 |
Small Cap | 9.41 | 9.41 | 7.82 |
Mid Cap | 8.99 | 8.99 | 7.48 |
Sector Allocation
Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|---|
Others | 33.65 | 33.65 | 29.65 |
Energy | 3.2 | 3.2 | 4.71 |
Technology | 9.68 | 9.68 | 8.79 |
Healthcare | 6.33 | 6.33 | 6.04 |
Consumer Defensive | 7.49 | 7.49 | 2.66 |
Industrials | 7.25 | 7.25 | 7 |
Financial Services | 17.82 | 17.82 | 20.06 |
Consumer Cyclical | 5.1 | 5.1 | 7.7 |
Utilities | 3.41 | 3.41 | 3.68 |
Basic Materials | 4.97 | 4.97 | 5.93 |
Real Estate | 0.74 | 0.74 | 1.56 |
Communication Services | 0.35 | 0.35 | 2.23 |
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