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

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata Banking & PSU Debt Fund-Regular Plan-Growth

Invest Now

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 Tata Banking & PSU Debt Fund-Regular Plan-Growth
Fund INVESCO INDIA BANKING AND PSU FUND - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹101 Cr ₹208 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Dec 2012 05 Oct 2019
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Index CRISIL Banking and PSU Debt
Turn Over 24% 10%
Expense Ratio 0.63 0.72
Manager Krishna Venkat Cheemalapati Amit Somani
ISIN Code INF205K01JV2 INF277K011X2
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Month 0.8% 0.66%
6 Month 3.97% 3.73%
1 Year 7.94% 6.49%
3 Year 4.86% 4.97%
5 Year 5.56% -

SIP Return Analysis

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth
6 Month - -
1 Year 3.46% 3.25%
3 Year 8.65% 8.99%
5 Year 13.5% 14.02%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth
1 Year 4.82% 5.1%
3 Year 10.68% 11.6%
5 Year 13.96% 14.05%

Risk Management

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth
Standard Deviation 1.92% 1.14%
Sharp -0.56% -0.41%
Beta 3.09% 2.09%
Alpha 5.11% 3.71%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth
Name Krishna Venkat Cheemalapati Amit Somani
Total AUM ₹24743 Cr ₹43127 Cr
Fund Manage 19 7
INVESCO INDIA BANKING AND PSU FUND - Growth Option Tata Banking & PSU Debt Fund-Regular Plan-Growth

Market Cap

Scheme Name

INVESCO INDIA BANKING AND PSU FUND - Growth Option

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA BANKING AND PSU FUND - Growth Option

Tata Banking & PSU Debt Fund-Regular Plan-Growth

Others 100 24.83
Financial - 65.33
Energy - 9.84

Top Comparisons

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns12.85%

VS

360 ONE Balanced Hybrid Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth

3Y Returns0%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns5.93%

VS

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns5.97%

Compare Now

360 ONE Balanced Hybrid Fund Regular - Growth 360 ONE Balanced Hybrid Fund Regular - Growth

3Y Returns0%

VS

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns11.7%

Compare Now

ICICI Prudential Thematic Advantage Fund (FOF) - Growth ICICI Prudential Thematic Advantage Fund (FOF) - Growth

3Y Returns21.01%

VS

Axis Equity ETFs FOF - Regular Plan - Growth Option Axis Equity ETFs FOF - Regular Plan - Growth Option

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully