INVESCO INDIA BANKING AND PSU FUND vs Axis Banking & PSU Debt Fund compare

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tortoise-icon INVESCO INDIA BANKING AND PSU FUND - Growth Option

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tortoise-icon Axis Banking & PSU Debt 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 BANKING AND PSU FUND - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Fund INVESCO INDIA BANKING AND PSU FUND - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹102 Cr ₹13045 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Dec 2012 08 Jun 2012
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Index Nifty Banking & PSU Debt Index A-II
Turn Over 24% %
Expense Ratio 0.63 0.63
Manager Krishna Venkat Cheemalapati Hardik Shah
ISIN Code INF205K01JV2 INF846K01CB0
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Month 0.61% 0.62%
6 Month 4.1% 3.93%
1 Year 8.29% 7.61%
3 Year 4.88% 5.86%
5 Year 5.63% 6.13%

SIP Return Analysis

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
6 Month - -
1 Year 7.77% 7.38%
3 Year 6.83% 6.7%
5 Year 5.7% 6%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
1 Year 6.86% 7.95%
3 Year 6.93% 8.18%
5 Year 6.9% 8.07%

Risk Management

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Standard Deviation 1.92% 0.87%
Sharp -0.56% -0.4%
Beta 3.09% 1.63%
Alpha 5.11% 2.92%

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Fund Managers

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Name Krishna Venkat Cheemalapati Hardik Shah
Total AUM ₹24743 Cr ₹0 Cr
Fund Manage 19 12
INVESCO INDIA BANKING AND PSU FUND - Growth Option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Market Cap

Scheme Name

INVESCO INDIA BANKING AND PSU FUND - Growth Option

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Others 100 100.03

Sector Allocation

Scheme Name

INVESCO INDIA BANKING AND PSU FUND - Growth Option

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

Others 100 100.03

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