INVESCO INDIA BANKING AND PSU FUND vs Sundaram Banking and PSU Debt Fund Regular Plan compare

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

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tortoise-icon Sundaram Banking and PSU Debt Fund Regular Plan - Growth

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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 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 Moderate
Asset Size (Cr) ₹102 Cr ₹335 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 29 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 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.59% 0.62%
6 Month 3.89% 3.95%
1 Year 8.33% 8.02%
3 Year 5.42% 6.03%
5 Year 5.59% 5.63%

SIP Return Analysis

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 7.48% 7.52%
3 Year 6.9% 7.02%
5 Year 5.72% 5.94%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 6.86% 7.91%
3 Year 6.93% 7.64%
5 Year 6.9% 7.8%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

INVESCO INDIA BANKING AND PSU FUND - Growth Option

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA BANKING AND PSU FUND - Growth Option

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100 100

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