INVESCO INDIA BANKING AND PSU FUND vs Axis Banking & PSU Debt Fund compare
INVESCO INDIA BANKING AND PSU FUND - Growth Option
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
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) | ₹100 Cr | ₹12969 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 | 0.27% | 0.33% |
6 Month | 3.24% | 3.39% |
1 Year | 7.18% | 7.28% |
3 Year | 5.56% | 6.15% |
5 Year | 5.33% | 6.03% |
SIP Return Analysis
Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
6 Month | 1.32% | 1.49% |
1 Year | 6.81% | 7.02% |
3 Year | 7.06% | 6.88% |
5 Year | 5.74% | 6.06% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
1 Year | 6.89% | 7.93% |
3 Year | 6.87% | 8.13% |
5 Year | 6.88% | 8.04% |
Risk Management
Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Standard Deviation | 1.746% | 0.852% |
Sharp | -0.663% | -0.497% |
Beta | 1.498% | 0.596% |
Alpha | -0.956% | -0.33% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Sector Allocation
Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns6.21%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.96%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns21.61%
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns8.76%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns9.63%
Quant Absolute Fund-Growth
3Y Returns12.27%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns7.57%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns11.59%