INVESCO INDIA BANKING AND PSU FUND vs Sundaram Banking and PSU Debt Fund Regular Plan compare
INVESCO INDIA BANKING AND PSU FUND - Growth Option
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Fund | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Low to Moderate |
| Asset Size (Cr) | ₹101 Cr | ₹328 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Dec 2012 | 30 Dec 2004 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Index | Nifty Banking and PSU Debt Index A-II |
| Turn Over | 24% | 18% |
| Expense Ratio | 0.63 | 0.41 |
| Manager | Krishna Venkat Cheemalapati | Dwijendra Srivastava |
| ISIN Code | INF205K01JV2 | INF903J01IN3 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.8% | 0.82% |
| 6 Month | 3.97% | 4.11% |
| 1 Year | 7.94% | 7.85% |
| 3 Year | 4.86% | 5.43% |
| 5 Year | 5.56% | 5.7% |
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.46% | 3.31% |
| 3 Year | 8.65% | 9.16% |
| 5 Year | 13.5% | 14.17% |
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 4.82% | 4.83% |
| 3 Year | 10.68% | 11.3% |
| 5 Year | 13.96% | 14.55% |
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.92% | 1.18% |
| Sharp | -0.56% | -0.49% |
| Beta | 3.09% | 2.28% |
| Alpha | 5.11% | 3.99% |
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| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Dwijendra Srivastava |
| Total AUM | ₹24743 Cr | ₹14140 Cr |
| Fund Manage | 19 | 14 |
| INVESCO INDIA BANKING AND PSU FUND - Growth Option | Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
| Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
Sundaram Banking and PSU Debt Fund Regular Plan - Growth |
|---|---|---|
| Others | 100 | 3.07 |
| Sovereign | - | 21.53 |
| Financial | - | 63.26 |
| Energy | - | 12.14 |
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