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) | ₹340 Cr | ₹340 Cr | ₹216 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 18 Aug 2003 |
| 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 | 1.13 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Sailesh Jain |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF277K01907 |
| Exits Load | 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 | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./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 | -2.58% | -2.58% | -1.43% |
| 6 Month | 1.59% | 1.59% | 1.25% |
| 1 Year | 12.47% | 12.47% | 9.53% |
| 3 Year | 8.48% | 8.48% | 7.92% |
| 5 Year | 8.97% | 8.97% | 8.98% |
| 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 | 10.52% | 10.52% | 7.7% |
| 3 Year | 13.34% | 13.34% | 10.55% |
| 5 Year | 10.97% | 10.97% | 9.95% |
| 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 | 8.71% | 8.71% | 6.98% |
| 3 Year | 7.72% | 7.72% | 7.02% |
| 5 Year | 9.43% | 9.43% | 6.87% |
| 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 |
|---|---|---|---|
| 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 | 32.31 | 32.31 | 30.31 |
| Small Cap | 10.13 | 10.13 | 1.34 |
| Large Cap | 48.82 | 48.82 | 14.56 |
| Mid Cap | 8.74 | 8.74 | 4.11 |
| 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 | 32.31 | 32.31 | 30.31 |
| Realty | 0.57 | 0.57 | - |
| Petroleum Products | 3.7 | 3.7 | 1.75 |
| IT - Software | 9.52 | 9.52 | 2.76 |
| Retailing | 3.76 | 3.76 | - |
| Personal Products | 2.05 | 2.05 | - |
| Construction | 0.92 | 0.92 | 0.85 |
| Finance | 2.33 | 2.33 | 0.92 |
| Healthcare Services | 0.87 | 0.87 | - |
| Banks | 10.72 | 10.72 | 5.18 |
| Diversified FMCG | 1.32 | 1.32 | 0.67 |
| Non - Ferrous Metals | 0.5 | 0.5 | - |
| Pharmaceuticals & Biotechnology | 7.3 | 7.3 | 1.32 |
| Cement & Cement Products | 1.98 | 1.98 | 0.49 |
| Paper, Forest & Jute Products | 0.69 | 0.69 | - |
| Electrical Equipment | 2.82 | 2.82 | 0.36 |
| Industrial Products | 1.38 | 1.38 | 0.44 |
| Automobiles | 2.19 | 2.19 | 0.3 |
| Commercial Services & Supplies | 0.63 | 0.63 | - |
| Transport Services | 1.37 | 1.37 | 0.41 |
| Insurance | 1.15 | 1.15 | -0.01 |
| Gas | 0.1 | 0.1 | - |
| Beverages | 5.23 | 5.23 | - |
| Food Products | 0.74 | 0.74 | - |
| Consumer Durables | 2.88 | 2.88 | 0.7 |
| Leisure Services | 0.31 | 0.31 | - |
| Fertilizers & Agrochemicals | 0.31 | 0.31 | - |
| Industrial Manufacturing | 1.44 | 1.44 | 0.46 |
| Power | 0.64 | 0.64 | 1.04 |
| Auto Components | 0.27 | 0.27 | 0.56 |
| Telecom - Services | - | - | 0.85 |
| Agricultural, Commercial & Construction Vehicles | - | - | 0.45 |
| Ferrous Metals | - | - | 0.2 |
| Financial Technology (Fintech) | - | - | 0.34 |
| Transport Infrastructure | - | - | -0.03 |
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