SBI Equity Savings Fund vs Invesco India Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Chart Comparison
| 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) | ₹5616 Cr | ₹340 Cr | ₹340 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 | 1.19 | 2.31 | 2.31 |
| 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 |
| 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 | -1.83% | -2.28% | -2.28% |
| 6 Month | 1.58% | 1.61% | 1.61% |
| 1 Year | 8.78% | 12.53% | 12.53% |
| 3 Year | 9.3% | 8.83% | 8.83% |
| 5 Year | 10.6% | 8.9% | 8.9% |
| 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 Year | 6.02% | 8.25% | 8.25% |
| 3 Year | 11.49% | 12.61% | 12.61% |
| 5 Year | 11.44% | 10.59% | 10.59% |
| 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 | 9.19% | 8.71% | 8.71% |
| 3 Year | 8.81% | 7.72% | 7.72% |
| 5 Year | 8.62% | 9.43% | 9.43% |
| 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% | 5.03% | 5.03% |
| Sharp | 0.59% | 0.6% | 0.6% |
| Beta | 0.81% | 0.92% | 0.92% |
| Alpha | 1.92% | 0.21% | 0.21% |
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| 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 |
| Fund Manage | 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 |
| 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 | -7.3 | 32.31 | 32.31 |
| Large Cap | 37.02 | 48.82 | 48.82 |
| Small Cap | 20.78 | 10.13 | 10.13 |
| Mid Cap | 13.35 | 8.74 | 8.74 |
| 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 | -7.3 | 32.31 | 32.31 |
| Telecom - Services | 1.69 | - | - |
| Petroleum Products | 2.35 | 3.7 | 3.7 |
| Electrical Equipment | 0.45 | 2.82 | 2.82 |
| IT - Software | 1.83 | 9.52 | 9.52 |
| Pharmaceuticals & Biotechnology | 1.38 | 7.3 | 7.3 |
| Industrial Manufacturing | 0.6 | 1.44 | 1.44 |
| Cement & Cement Products | 0.91 | 1.98 | 1.98 |
| Personal Products | 0.09 | 2.05 | 2.05 |
| Construction | 1.81 | 0.92 | 0.92 |
| Ferrous Metals | 0.64 | - | - |
| Finance | 5.11 | 2.33 | 2.33 |
| Capital Markets | 0.98 | - | - |
| Banks | 19.06 | 10.72 | 10.72 |
| Retailing | 0.99 | 3.76 | 3.76 |
| Non - Ferrous Metals | 2.78 | 0.5 | 0.5 |
| Realty | 1.94 | 0.57 | 0.57 |
| Leisure Services | 1.81 | 0.31 | 0.31 |
| Consumer Durables | 2.76 | 2.88 | 2.88 |
| Aerospace & Defense | 0.65 | - | - |
| Fertilizers & Agrochemicals | 0.86 | 0.31 | 0.31 |
| Chemicals & Petrochemicals | 1.48 | - | - |
| Transport Infrastructure | 4.99 | - | - |
| Automobiles | 3.02 | 2.19 | 2.19 |
| Transport Services | 1.24 | 1.37 | 1.37 |
| Insurance | 0.1 | 1.15 | 1.15 |
| Gas | 1 | 0.1 | 0.1 |
| Diversified FMCG | 0.04 | 1.32 | 1.32 |
| Industrial Products | 1.72 | 1.38 | 1.38 |
| Diversified Metals | 0.05 | - | - |
| Oil | 0.11 | - | - |
| Food Products | 0.09 | 0.74 | 0.74 |
| Power | 0.91 | 0.64 | 0.64 |
| Household Products | 0.91 | - | - |
| Auto Components | 2.79 | 0.27 | 0.27 |
| Financial Technology (Fintech) | 0.61 | - | - |
| Metals & Minerals Trading | 0.16 | - | - |
| Healthcare Services | 0.97 | 0.87 | 0.87 |
| Consumable Fuels | 0.17 | - | - |
| Minerals & Mining | 0.13 | - | - |
| Textiles & Apparels | 1.83 | - | - |
| Beverages | 0.14 | 5.23 | 5.23 |
| Paper, Forest & Jute Products | - | 0.69 | 0.69 |
| Commercial Services & Supplies | - | 0.63 | 0.63 |
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