Tata Equity Savings Fund vs Invesco India Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderate |
| Asset Size (Cr) | ₹207 Cr | ₹207 Cr | ₹156 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 15 Feb 2019 | 15 Feb 2019 | 26 Apr 1997 |
| 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% | 59.93% |
| Expense Ratio | 2.31 | 2.31 | 1.11 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Sailesh Jain |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF277K01907 |
| Exits Load | Exit load of 0.25% if redeemed within 1 month./365 | Exit load of 0.25% if redeemed within 1 month./365 | For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365 |
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| 1 Month | 1.88% | 1.88% | 0.62% |
| 6 Month | 12.21% | 12.21% | 7.13% |
| 1 Year | 22.01% | 22.01% | 16.57% |
| 3 Year | 10.24% | 10.24% | 9.24% |
| 5 Year | 10.22% | 10.22% | 9.71% |
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 9.7% | 9.7% | 7.44% |
| 3 Year | 20.48% | 20.48% | 17.25% |
| 5 Year | 30.39% | 30.39% | 29% |
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| 1 Year | 9.37% | 9.37% | 9.56% |
| 3 Year | 23.26% | 23.26% | 23.27% |
| 5 Year | 33.04% | 33.04% | 31.36% |
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Standard Deviation | 5.03% | 5.03% | 3.99% |
| Sharp | 0.6% | 0.6% | 0.72% |
| Beta | 0.92% | 0.92% | 0.82% |
| Alpha | 0.21% | 0.21% | 0.33% |
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| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Sailesh Jain |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹17041 Cr |
| Fund Manage | 19 | 19 | 7 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Others | 36.04 | 36.04 | 31.53 |
| Large Cap | 45.57 | 45.57 | 54.06 |
| Small Cap | 8.99 | 8.99 | 2.49 |
| Mid Cap | 9.4 | 9.4 | 11.87 |
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|---|
| Others | 46.38 | 46.38 | 47.79 |
| Healthcare | 5.36 | 5.36 | 2.05 |
| Consumer Staples | 1.63 | 1.63 | 2.22 |
| Financial | 9.7 | 9.7 | 8.65 |
| Unclassified | 6.61 | 6.61 | 8.4 |
| Materials | 0.73 | 0.73 | 0.58 |
| Sovereign | 9.62 | 9.62 | 6.7 |
| Services | 7.1 | 7.1 | 1.78 |
| Capital Goods | 4.87 | 4.87 | 6.77 |
| Insurance | 0.56 | 0.56 | 1.17 |
| Technology | 1.31 | 1.31 | 3.25 |
| Construction | 0.88 | 0.88 | 2.01 |
| Consumer Discretionary | 2.04 | 2.04 | - |
| Automobile | 1.37 | 1.37 | 1.64 |
| Energy | 0.6 | 0.6 | 5.12 |
| Textiles | 0.41 | 0.41 | - |
| Chemicals | 0.59 | 0.59 | - |
| Metals & Mining | 0.24 | 0.24 | - |
| Communication | - | - | 1.82 |
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