Nippon India Equity Savings Fund vs Invesco India Equity Savings Fund compare

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tortoise-icon Nippon India Equity Savings Fund- Growth Plan- Bonus Option

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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 Nippon India Equity Savings Fund- Growth Plan- Bonus Option Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Fund Nippon India Equity Savings Fund- Growth Plan- Bonus Option Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderate Moderately High Moderately High
Asset Size (Cr) ₹481 Cr ₹340 Cr ₹340 Cr
Min Investment ₹5000 ₹1000 ₹1000
Min SIP Invesment ₹100 ₹500 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 30 May 2015 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 544% 469% 469%
Expense Ratio 1.65 2.31 2.31
Manager Anand Devendra Gupta Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati
ISIN Code INF204KA1W02 INF205KA1023 INF205KA1023
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 month./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 Nippon India Equity Savings Fund- Growth Plan- Bonus Option Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
1 Month -0.47% -2.28% -2.28%
6 Month 1.39% 1.61% 1.61%
1 Year 7.91% 12.53% 12.53%
3 Year 7.98% 8.83% 8.83%
5 Year 5.59% 8.9% 8.9%

SIP Return Analysis

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
6 Month - - -
1 Year 5.42% 8.25% 8.25%
3 Year 9.17% 12.61% 12.61%
5 Year 8.95% 10.59% 10.59%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
1 Year 6.7% 8.71% 8.71%
3 Year 2.98% 7.72% 7.72%
5 Year 1.86% 9.43% 9.43%

Risk Management

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.11% 5.03% 5.03%
Sharp 0.39% 0.6% 0.6%
Beta 0.67% 0.92% 0.92%
Alpha 0.15% 0.21% 0.21%

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Fund Managers

Scheme Name Nippon India Equity Savings Fund- Growth Plan- Bonus Option Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Name Anand Devendra Gupta Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati
Total AUM ₹12754 Cr ₹24743 Cr ₹24743 Cr
Fund Manage 3 19 19
Nippon India Equity Savings Fund- Growth Plan- Bonus Option Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Others 75.78 32.31 32.31
Large Cap 64.22 48.82 48.82
Small Cap 1.93 10.13 10.13
Mid Cap 4.07 8.74 8.74

Sector Allocation

Scheme Name

Nippon India Equity Savings Fund- Growth Plan- Bonus Option

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Others 75.78 32.31 32.31
Telecom - Services 1.11 - -
Petroleum Products 5.6 3.7 3.7
IT - Software 5.32 9.52 9.52
Construction 4.46 0.92 0.92
Pharmaceuticals & Biotechnology 1.48 7.3 7.3
Personal Products 0.23 2.05 2.05
Ferrous Metals 1.48 - -
Finance 2.7 2.33 2.33
Consumer Durables 0.58 2.88 2.88
Diversified FMCG 3.86 1.32 1.32
Banks 16.92 10.72 10.72
Cement & Cement Products 3.89 1.98 1.98
Automobiles 5.92 2.19 2.19
Insurance 1.18 1.15 1.15
Diversified Metals 3.02 - -
Agricultural, Commercial & Construction Vehicles 1.35 - -
Aerospace & Defense 0.53 - -
Realty 0.38 0.57 0.57
Industrial Products 0.68 1.38 1.38
Consumable Fuels 3.15 - -
Fertilizers & Agrochemicals 0.53 0.31 0.31
Retailing 0.43 3.76 3.76
Power 4.73 0.64 0.64
Auto Components 0.69 0.27 0.27
Healthcare Services - 0.87 0.87
Non - Ferrous Metals - 0.5 0.5
Paper, Forest & Jute Products - 0.69 0.69
Electrical Equipment - 2.82 2.82
Commercial Services & Supplies - 0.63 0.63
Transport Services - 1.37 1.37
Gas - 0.1 0.1
Beverages - 5.23 5.23
Food Products - 0.74 0.74
Leisure Services - 0.31 0.31
Industrial Manufacturing - 1.44 1.44

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