PGIM India Equity Savings Fund vs Invesco India Equity Savings Fund compare

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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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tortoise-icon PGIM India Equity Savings Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹207 Cr ₹207 Cr ₹93 Cr
Min Investment ₹1000 ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 15 Feb 2019 15 Feb 2019 29 Jan 2004
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 2.31 2.31 1.31
Manager Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati Puneet Pal
ISIN Code INF205KA1023 INF205KA1023 INF223J01FB7
Exits Load Exit load of 0.25% if redeemed within 1 month./365 Exit load of 0.25% if redeemed within 1 month./365 Nil/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 -1.72% -1.72% -0.18%
6 Month 6.71% 6.71% 3.57%
1 Year 18.19% 18.19% 8.81%
3 Year 8.88% 8.88% 5.89%
5 Year 9.22% 9.22% 7.19%

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 15.5% 15.5% 7.39%
3 Year 14.03% 14.03% 7.4%
5 Year 11.4% 11.4% 7.89%

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 8.71% 8.71% 7.47%
3 Year 7.72% 7.72% 7.35%
5 Year 9.43% 9.43% 7.53%

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 5.03% 5.03% 2.06%
Sharp 0.6% 0.6% -0.01%
Beta 0.92% 0.92% 0.39%
Alpha 0.21% 0.21% -1.3%

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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 36.04 36.04 28.7
Large Cap 45.57 45.57 63.87
Mid Cap 9.4 9.4 7
Small Cap 8.99 8.99 0.43

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 46.38 46.38 63.25
Insurance 0.56 0.56 0.52
Materials 0.73 0.73 0.72
Technology 1.31 1.31 1.54
Financial 9.7 9.7 9.83
Consumer Staples 1.63 1.63 0.79
Healthcare 5.36 5.36 1.2
Sovereign 9.62 9.62 15.5
Capital Goods 4.87 4.87 0.81
Chemicals 0.59 0.59 -
Services 7.1 7.1 1.05
Consumer Discretionary 2.04 2.04 0.31
Automobile 1.37 1.37 1.42
Metals & Mining 0.24 0.24 -0.089999999999999
Construction 0.88 0.88 0.57
Energy 0.6 0.6 1.46
Textiles 0.41 0.41 -
Unclassified 6.61 6.61 -
Communication - - 0.86
Diversified - - 0.26

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