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Invesco India PSU Equity Fund vs Quant PSU Fund compare
Invesco India PSU Equity Fund - Growth
Quant PSU Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| Fund | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1230 Cr | ₹759 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Nov 2009 | 15 Feb 2024 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE PSU | BSE PSU |
| Turn Over | 48% | % |
| Expense Ratio | 2.14 | 2.32 |
| Manager | Dhimant Kothari | Sandeep Tandon |
| ISIN Code | INF205K01338 | INF966L01DQ0 |
| Exits Load | Invesco India PSU Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant PSU Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 1 Month | 11.58% | 7.9% |
| 6 Month | -9.35% | -14.92% |
| 1 Year | 2.76% | -4.67% |
| 3 Year | 27.77% | - |
| 5 Year | 28.17% | - |
SIP Return Analysis
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.38% | -0.43% |
| 1 Year | -9.11% | -17.79% |
| 3 Year | 28.72% | - |
| 5 Year | 28.53% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 1 Year | 9.74% | - |
| 3 Year | 11.39% | - |
| 5 Year | 10.43% | - |
Risk Management
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 18.39% | - |
| Sharp | 0.93% | - |
| Beta | 0.94% | - |
| Alpha | -4.33% | - |
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Fund Managers
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| Name | Dhimant Kothari | Sandeep Tandon |
| Total AUM | ₹8118 Cr | ₹0 Cr |
| Funds Managed | 7 | 11 |
| Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
Market Cap
| Scheme Name |
Invesco India PSU Equity Fund - Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 1.06 | 29.47 |
| Large Cap | 67.31 | 48.86 |
| Mid Cap | 26.11 | 18.73 |
| Small Cap | 5.52 | 2.94 |
Sector Allocation
| Scheme Name |
Invesco India PSU Equity Fund - Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 1.06 | 29.47 |
| Financial Services | 21.69 | 16.93 |
| Energy | 18.38 | 28.5 |
| Industrials | 27.81 | 14.26 |
| Utilities | 24.59 | 10.85 |
| Basic Materials | 6.48 | - |
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