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PGIM India 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
PGIM India Equity Savings Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High Risk | Moderately High Risk | Low to Moderate |
| Asset Size (Cr) | ₹402 Cr | ₹402 Cr | ₹90 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 14 Feb 2025 |
| 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 | 469% | 469% | 69% |
| Expense Ratio | 2.3 | 2.3 | 1.32 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Puneet Pal |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF223J01FB7 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| 1 Month | -2.4% | -2.4% | 0.21% |
| 6 Month | -2.64% | -2.64% | 1.12% |
| 1 Year | 8.47% | 8.47% | 5.86% |
| 3 Year | 8.73% | 8.73% | 6.12% |
| 5 Year | 8% | 8% | 7.22% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 0.54% | 0.54% | 3.97% |
| 3 Year | 10.2% | 10.2% | 6.59% |
| 5 Year | 9.2% | 9.2% | 7.41% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| 1 Year | 9.26% | 9.26% | 7.48% |
| 3 Year | 7.81% | 7.81% | 7.33% |
| 5 Year | 9.43% | 9.43% | 7.5% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Standard Deviation | 5.785% | 5.785% | 2.165% |
| Sharp | 0.471% | 0.471% | -0.085% |
| 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 | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Puneet Pal |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹20950 Cr |
| Fund Manage | 19 | 19 | 19 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
Market Cap
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Others | 33.36 | 33.36 | 32.37 |
| Small Cap | 10.28 | 10.28 | 0.4 |
| Large Cap | 45.21 | 45.21 | 61.17 |
| Mid Cap | 11.15 | 11.15 | 6.06 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|---|
| Others | 33.36 | 33.36 | 32.37 |
| Realty | 0.55 | 0.55 | - |
| Petroleum Products | 3.3 | 3.3 | 6.46 |
| IT - Software | 9.4 | 9.4 | 2.06 |
| Retailing | 3.25 | 3.25 | 0.31 |
| Personal Products | 1.59 | 1.59 | 2.26 |
| Construction | 0.84 | 0.84 | 0.58 |
| Finance | 1.91 | 1.91 | 8.45 |
| Healthcare Services | 0.61 | 0.61 | 0.31 |
| Banks | 11.13 | 11.13 | 12.08 |
| Diversified FMCG | 0.99 | 0.99 | - |
| Other Utilities | 0.86 | 0.86 | - |
| Non - Ferrous Metals | 0.44 | 0.44 | 0.32 |
| Pharmaceuticals & Biotechnology | 7.23 | 7.23 | 0.66 |
| Cement & Cement Products | 1.85 | 1.85 | 6.95 |
| Paper, Forest & Jute Products | 0.6 | 0.6 | - |
| Electrical Equipment | 2.75 | 2.75 | - |
| Industrial Products | 1.49 | 1.49 | 0.17 |
| Automobiles | 2.05 | 2.05 | 1.15 |
| Commercial Services & Supplies | 0.82 | 0.82 | - |
| Transport Services | 1.65 | 1.65 | 0.29 |
| Insurance | 0.72 | 0.72 | 0.76 |
| Gas | 0.1 | 0.1 | - |
| Beverages | 5.23 | 5.23 | 0.95 |
| Food Products | 0.65 | 0.65 | 0.16 |
| Consumer Durables | 2.85 | 2.85 | 4.45 |
| Chemicals & Petrochemicals | 1.04 | 1.04 | 0.22 |
| Fertilizers & Agrochemicals | 0.27 | 0.27 | - |
| Industrial Manufacturing | 1.62 | 1.62 | - |
| Power | 0.59 | 0.59 | - |
| Auto Components | 0.26 | 0.26 | - |
| IT - Services | - | - | 0.11 |
| Ferrous Metals | - | - | 11.63 |
| Aerospace & Defense | - | - | 0.15 |
| Telecom - Services | - | - | 1.4 |
| Minerals & Mining | - | - | 2.68 |
| Transport Infrastructure | - | - | 3.07 |
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