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
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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