Tata Equity Savings Fund vs Invesco India Equity Savings Fund compare

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Tata Equity Savings Fund -Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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 8.67% 8.67% 6.96%
3 Year 7.72% 7.72% 7.03%
5 Year 9.42% 9.42% 6.87%

Risk Management

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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Fund Managers

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

Market Cap

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
Mid Cap 9.4 9.4 11.87
Small Cap 8.99 8.99 2.49

Sector Allocation

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
Insurance 0.56 0.56 1.17
Materials 0.73 0.73 0.58
Technology 1.31 1.31 3.25
Financial 9.7 9.7 8.65
Consumer Staples 1.63 1.63 2.22
Healthcare 5.36 5.36 2.05
Sovereign 9.62 9.62 6.7
Capital Goods 4.87 4.87 6.77
Chemicals 0.59 0.59 -
Services 7.1 7.1 1.78
Consumer Discretionary 2.04 2.04 -
Automobile 1.37 1.37 1.64
Metals & Mining 0.24 0.24 -
Construction 0.88 0.88 2.01
Energy 0.6 0.6 5.12
Textiles 0.41 0.41 -
Unclassified 6.61 6.61 8.4
Communication - - 1.82

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