SBI Equity Savings Fund vs Invesco India Equity Savings Fund compare

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SBI Equity Savings Fund - Regular Plan - Growth

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Invesco India Equity Savings Fund - Regular Plan - Growth

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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 Risk	Moderately High Risk	Moderately High Risk
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

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	-2.48%	-2.4%	-2.4%
6 Month	-2.24%	-2.64%	-2.64%
1 Year	4.9%	8.47%	8.47%
3 Year	8.84%	8.73%	8.73%
5 Year	9.89%	8%	8%

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	-0.56%	0.54%	0.54%
3 Year	9.12%	10.2%	10.2%
5 Year	10.05%	9.2%	9.2%

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%

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%	5.785%	5.785%
Sharp	0.48%	0.471%	0.471%
Beta	0.83%	-	-
Alpha	0.88%	-	-

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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	33.36	33.36
Large Cap	37.02	45.21	45.21
Small Cap	20.78	10.28	10.28
Mid Cap	13.35	11.15	11.15

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	33.36	33.36
Telecom - Services	1.69	-	-
Petroleum Products	2.35	3.3	3.3
Electrical Equipment	0.45	2.75	2.75
IT - Software	1.83	9.4	9.4
Pharmaceuticals & Biotechnology	1.38	7.23	7.23
Industrial Manufacturing	0.6	1.62	1.62
Cement & Cement Products	0.91	1.85	1.85
Personal Products	0.09	1.59	1.59
Construction	1.81	0.84	0.84
Ferrous Metals	0.64	-	-
Finance	5.11	1.91	1.91
Capital Markets	0.98	-	-
Banks	19.06	11.13	11.13
Retailing	0.99	3.25	3.25
Non - Ferrous Metals	2.78	0.44	0.44
Realty	1.94	0.55	0.55
Leisure Services	1.81	-	-
Consumer Durables	2.76	2.85	2.85
Aerospace & Defense	0.65	-	-
Fertilizers & Agrochemicals	0.86	0.27	0.27
Chemicals & Petrochemicals	1.48	1.04	1.04
Transport Infrastructure	4.99	-	-
Automobiles	3.02	2.05	2.05
Transport Services	1.24	1.65	1.65
Insurance	0.1	0.72	0.72
Gas	1	0.1	0.1
Diversified FMCG	0.04	0.99	0.99
Industrial Products	1.72	1.49	1.49
Diversified Metals	0.05	-	-
Oil	0.11	-	-
Food Products	0.09	0.65	0.65
Power	0.91	0.59	0.59
Household Products	0.91	-	-
Auto Components	2.79	0.26	0.26
Financial Technology (Fintech)	0.61	-	-
Metals & Minerals Trading	0.16	-	-
Healthcare Services	0.97	0.61	0.61
Consumable Fuels	0.17	-	-
Minerals & Mining	0.13	-	-
Textiles & Apparels	1.83	-	-
Beverages	0.14	5.23	5.23
Other Utilities	-	0.86	0.86
Paper, Forest & Jute Products	-	0.6	0.6
Commercial Services & Supplies	-	0.82	0.82