Invesco India PSU Equity Fund vs SBI PSU Fund compare

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tortoise-icon SBI PSU Fund - Regular Plan -Growth

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tortoise-icon Invesco India PSU Equity Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
Fund SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3700 Cr ₹1355 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Jul 2010 18 Nov 2009
Category PSU Themes PSU Themes
Fund Type Open Ended Open Ended
Benchmark BSE PSU BSE PSU
Turn Over 63% 48%
Expense Ratio 1.92 2.15
Manager Richard D'souza Dhimant Kothari
ISIN Code INF200K01BC0 INF205K01338
Exits Load Exit load of 0.50% if redeemed within 30 days./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
1 Month -7.78% -9.63%
6 Month -4.27% -4.66%
1 Year 48.11% 45.61%
3 Year 32.48% 29.78%
5 Year 23.26% 25.76%

SIP Return Analysis

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
6 Month - -
1 Year 24.69% 23.82%
3 Year 43.2% 41.98%
5 Year 36.24% 35.02%

Rolling Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
1 Year 5.2% 9.16%
3 Year 5.96% 11.18%
5 Year 5.16% 10.1%

Risk Management

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
Standard Deviation 20.5% 18.39%
Sharp 1.21% 1.23%
Beta 0.97% 0.87%
Alpha -6.89% -5.48%

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Fund Managers

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
Name Richard D'souza Dhimant Kothari
Total AUM ₹1701 Cr ₹8118 Cr
Fund Manage 2 7
SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth

Market Cap

Scheme Name

SBI PSU Fund - Regular Plan -Growth

Invesco India PSU Equity Fund - Growth

Others 11.39 9.79
Large Cap 42.85 66.17
Small Cap 20.45 5.8
Mid Cap 25.31 18.24

Sector Allocation

Scheme Name

SBI PSU Fund - Regular Plan -Growth

Invesco India PSU Equity Fund - Growth

Others 10.09 4.01
Financial 25.69 17.83
Services 2.07 6.99
Capital Goods 9.19 32.79
Energy 26.61 28.71
Insurance 4.19 2.28
Metals & Mining 13.06 -
Construction 4.7 -
Materials 4.4 7.39

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