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 Risk	Moderately High Risk	Low to Moderate Risk
Asset Size (Cr)	₹402 Cr	₹402 Cr	₹250 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	2.3	2.3	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

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	-2.4%	-2.4%	-0.16%
6 Month	-2.64%	-2.64%	0.88%
1 Year	8.47%	8.47%	8.21%
3 Year	8.73%	8.73%	8.67%
5 Year	8%	8%	8.88%

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	0.54%	0.54%	4.79%
3 Year	10.2%	10.2%	9.73%
5 Year	9.2%	9.2%	9.55%

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	9.26%	9.26%	7.05%
3 Year	7.81%	7.81%	7.05%
5 Year	9.43%	9.43%	6.89%

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	5.785%	5.785%	3.977%
Sharp	0.471%	0.471%	0.591%
Beta	-	-	-
Alpha	-	-	-

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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	33.36	33.36	30.31
Small Cap	10.28	10.28	1.34
Large Cap	45.21	45.21	14.56
Mid Cap	11.15	11.15	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	33.36	33.36	30.31
Realty	0.55	0.55	-
Petroleum Products	3.3	3.3	1.75
IT - Software	9.4	9.4	2.76
Retailing	3.25	3.25	-
Personal Products	1.59	1.59	-
Construction	0.84	0.84	0.85
Finance	1.91	1.91	0.92
Healthcare Services	0.61	0.61	-
Banks	11.13	11.13	5.18
Diversified FMCG	0.99	0.99	0.67
Other Utilities	0.86	0.86	-
Non - Ferrous Metals	0.44	0.44	-
Pharmaceuticals & Biotechnology	7.23	7.23	1.32
Cement & Cement Products	1.85	1.85	0.49
Paper, Forest & Jute Products	0.6	0.6	-
Electrical Equipment	2.75	2.75	0.36
Industrial Products	1.49	1.49	0.44
Automobiles	2.05	2.05	0.3
Commercial Services & Supplies	0.82	0.82	-
Transport Services	1.65	1.65	0.41
Insurance	0.72	0.72	-0.01
Gas	0.1	0.1	-
Beverages	5.23	5.23	-
Food Products	0.65	0.65	-
Consumer Durables	2.85	2.85	0.7
Chemicals & Petrochemicals	1.04	1.04	-
Fertilizers & Agrochemicals	0.27	0.27	-
Industrial Manufacturing	1.62	1.62	0.46
Power	0.59	0.59	1.04
Auto Components	0.26	0.26	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