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SBI Equity Savings Fund vs Invesco India Equity Savings Fund compare

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tortoise-icon SBI 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 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 SBI Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Fund SBI Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Moderately High Moderately High Moderately High
Asset Size (Cr) ₹5705 Cr ₹402 Cr ₹402 Cr
Min Investment ₹1000 ₹1000 ₹1000
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 27 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 39% 469% 469%
Expense Ratio 1.42 2.3 2.3
Manager Pradeep Kesavan Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati
ISIN Code INF200KA1DA4 INF205KA1023 INF205KA1023
Exits Load SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 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 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 SBI Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
1 Month 3.05% 2.22% 2.22%
6 Month 1.42% -0.04% -0.04%
1 Year 8.85% 9.44% 9.44%
3 Year 10.13% 9.97% 9.97%
5 Year 13.67% 10.48% 10.48%

SIP Return Analysis

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
6 Month 1.44% 0.27% 0.27%
1 Year 4.01% 1.56% 1.56%
3 Year 10.8% 11.1% 11.1%
5 Year 10.64% 9.59% 9.59%

Rolling Lumpsum Returns

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
1 Year 9.28% 9.26% 9.26%
3 Year 9.03% 7.81% 7.81%
5 Year 8.69% 9.43% 9.43%

Risk Management

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Standard Deviation 4.73% 6.046% 6.046%
Sharp 0.33% 0.363% 0.363%
Beta 0.91% - -
Alpha 0.71% - -

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Fund Managers

Scheme Name SBI Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth
Name Pradeep Kesavan Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati
Total AUM ₹434274 Cr ₹24743 Cr ₹24743 Cr
Funds Managed 43 19 19
SBI Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Others 34.27 34.17 34.17
Large Cap 42.02 47.43 47.43
Small Cap 16.55 9.41 9.41
Mid Cap 7.16 8.99 8.99

Sector Allocation

Scheme Name

SBI Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth

Others 33.39 33.65 33.65
Communication Services 1.48 0.35 0.35
Energy 4.29 3.2 3.2
Industrials 6.66 7.25 7.25
Technology 1.6 9.68 9.68
Consumer Cyclical 12.41 5.1 5.1
Healthcare 3.39 6.33 6.33
Basic Materials 7.46 4.97 4.97
Consumer Defensive 0.13 7.49 7.49
Financial Services 27.03 17.82 17.82
Utilities 1.36 3.41 3.41
Real Estate 0.8 0.74 0.74

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