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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 Risk | Very High Risk |
| 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 | -9.09% | -7.22% |
| 6 Month | -22.02% | -23.87% |
| 1 Year | -4.52% | -5.94% |
| 3 Year | 27.06% | - |
| 5 Year | 20.92% | - |
SIP Return Analysis
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -26.99% | - |
| 3 Year | 22.35% | - |
| 5 Year | 24.54% | - |
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 | 1.07% | - |
| Beta | 0.87% | - |
| Alpha | -3.37% | - |
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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 |
| Fund Manage | 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 | 0.76 | 26.55 |
| Large Cap | 63.54 | 48.06 |
| Mid Cap | 27.34 | 22.6 |
| Small Cap | 8.36 | 2.81 |
Sector Allocation
| Scheme Name |
Invesco India PSU Equity Fund - Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 0.76 | 26.55 |
| Finance | 7.3 | - |
| Banks | 13.06 | - |
| Petroleum Products | 9.49 | 20.63 |
| Aerospace & Defense | 16.2 | - |
| Transport Services | 3.27 | 7.52 |
| Ferrous Metals | 1.78 | 7.9 |
| Insurance | 5.67 | 9.33 |
| Gas | 5.4 | 0.91 |
| Non - Ferrous Metals | 4.45 | - |
| Oil | 4.86 | 1.82 |
| Industrial Manufacturing | 3.1 | - |
| Agricultural, Commercial & Construction Vehicles | 4.68 | - |
| Leisure Services | 4.02 | 4.02 |
| Power | 15.96 | 9.56 |
| Diversified FMCG | - | 8.97 |
| Commercial Services & Supplies | - | 1.7 |
| Engineering Services | - | 1.11 |
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