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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
Top Comparisons
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns38.51%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns23.13%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.81%
Axis Equity Saver Fund - Regular Plan - Growth
3Y Returns9.09%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns20.45%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns18.06%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns0%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns14.06%