INVESCO INDIA BANKING AND PSU FUND vs HDFC Banking and PSU Debt Fund compare
HDFC Banking and PSU Debt Fund - Growth Option
INVESCO INDIA BANKING AND PSU FUND - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | INVESCO INDIA BANKING AND PSU FUND - Growth Option |
---|---|---|
Fund | HDFC Banking and PSU Debt Fund - Growth Option | INVESCO INDIA BANKING AND PSU FUND - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹5865 Cr | ₹100 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 26 Mar 2014 | 29 Dec 2012 |
Category | Banking and PSU | Banking and PSU |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Banking and PSU Debt Total Return Index | NIFTY Banking and PSU Debt Index |
Turn Over | 14.32% | 24% |
Expense Ratio | 0.79 | 0.63 |
Manager | Anil Bamboli | Krishna Venkat Cheemalapati |
ISIN Code | INF179KA1JC4 | INF205K01JV2 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | INVESCO INDIA BANKING AND PSU FUND - Growth Option |
---|---|---|
1 Month | 1.36% | 1.4% |
6 Month | 3.77% | 3.62% |
1 Year | 8.09% | 8.08% |
3 Year | 6.49% | 5.77% |
5 Year | 6.38% | 5.64% |
SIP Return Analysis
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | INVESCO INDIA BANKING AND PSU FUND - Growth Option |
---|---|---|
6 Month | 2.5% | 2.46% |
1 Year | 8.39% | 8.39% |
3 Year | 7.6% | 7.62% |
5 Year | 6.54% | 6.07% |
Rolling Lumpsum Returns
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | INVESCO INDIA BANKING AND PSU FUND - Growth Option |
---|---|---|
1 Year | 7.6% | 6.89% |
3 Year | 7.59% | 6.87% |
5 Year | 7.18% | 6.88% |
Risk Management
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | INVESCO INDIA BANKING AND PSU FUND - Growth Option |
---|---|---|
Standard Deviation | 0.962% | 1.746% |
Sharp | -0.415% | -0.663% |
Beta | 0.734% | 1.498% |
Alpha | -0.292% | -0.956% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HDFC Banking and PSU Debt Fund - Growth Option | INVESCO INDIA BANKING AND PSU FUND - Growth Option |
---|---|---|
Name | Anil Bamboli | Krishna Venkat Cheemalapati |
Total AUM | ₹135442 Cr | ₹24743 Cr |
Funds Managed | 12 | 19 |
HDFC Banking and PSU Debt Fund - Growth Option | INVESCO INDIA BANKING AND PSU FUND - Growth Option |
Market Cap
Scheme Name |
HDFC Banking and PSU Debt Fund - Growth Option |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Banking and PSU Debt Fund - Growth Option |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns17.09%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns3.78%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns15.16%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns10.97%
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns5.55%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns6.74%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns19.49%
HDFC Mid-Cap Opportunities Fund - Growth Plan
3Y Returns23.2%