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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 | Moderately High | 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 | 2.32% | 2.32% | 1.38% |
| 6 Month | -3.7% | -3.7% | 0.71% |
| 1 Year | 8.11% | 8.11% | 5.95% |
| 3 Year | 8.86% | 8.86% | 6.18% |
| 5 Year | 10.83% | 10.83% | 10.35% |
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 | -1.96% | -1.96% | 1.28% |
| 1 Year | -0.03% | -0.03% | 4.77% |
| 3 Year | 10.77% | 10.77% | 7.04% |
| 5 Year | 9.42% | 9.42% | 7.44% |
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 | 6.046% | 6.046% | 2.237% |
| Sharp | 0.363% | 0.363% | -0.182% |
| 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 |
| Funds Managed | 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 | 34.17 | 34.17 | 31.03 |
| Large Cap | 47.43 | 47.43 | 62.75 |
| Small Cap | 9.41 | 9.41 | 0.46 |
| Mid Cap | 8.99 | 8.99 | 5.75 |
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 | 33.65 | 33.65 | 30.87 |
| Energy | 3.2 | 3.2 | 9.37 |
| Technology | 9.68 | 9.68 | 2.58 |
| Healthcare | 6.33 | 6.33 | 1.32 |
| Consumer Defensive | 7.49 | 7.49 | 1.15 |
| Industrials | 7.25 | 7.25 | 7.21 |
| Financial Services | 17.82 | 17.82 | 23.4 |
| Consumer Cyclical | 5.1 | 5.1 | 6.08 |
| Utilities | 3.41 | 3.41 | - |
| Basic Materials | 4.97 | 4.97 | 16.21 |
| Real Estate | 0.74 | 0.74 | - |
| Communication Services | 0.35 | 0.35 | 1.81 |
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