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Invesco India PSU Equity Fund vs SBI PSU Fund compare
SBI PSU Fund - Regular Plan -Growth
Invesco India PSU Equity Fund - Growth
Chart Comparison
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) | ₹4543 Cr | ₹1230 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Jul 2010 | 27 Nov 2009 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE PSU TRI | BSE PSU |
| Turn Over | 63% | 48% |
| Expense Ratio | 1.88 | 2.14 |
| Manager | Richard D'souza | Dhimant Kothari |
| ISIN Code | INF200K01BC0 | INF205K01338 |
| Exits Load | SBI PSU Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India PSU Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 1 Month | 12.81% | 16.56% |
| 6 Month | -12.23% | -14.49% |
| 1 Year | 5.96% | 4.62% |
| 3 Year | 31.39% | 29.64% |
| 5 Year | 32.31% | 31.35% |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 6 Month | -2.49% | -4.32% |
| 1 Year | -12.66% | -16.85% |
| 3 Year | 29.89% | 27.83% |
| 5 Year | 30.53% | 28.06% |
Rolling Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 1 Year | 5.96% | 9.74% |
| 3 Year | 6.2% | 11.39% |
| 5 Year | 5.31% | 10.43% |
Risk Management
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 20.5% | 18.39% |
| Sharp | 0.92% | 0.84% |
| Beta | 0.92% | 0.91% |
| Alpha | -2.42% | -4.45% |
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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 |
| Funds Managed | 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 | 5.46 | 1.83 |
| Mid Cap | 22.01 | 26.65 |
| Large Cap | 69.81 | 64.84 |
| Small Cap | 2.73 | 6.68 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Others | 5.46 | 1.83 |
| Financial Services | 35.72 | 19.87 |
| Energy | 17.09 | 18 |
| Industrials | 11.13 | 30.21 |
| Utilities | 24.32 | 24.02 |
| Basic Materials | 6.29 | 6.08 |
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