Invesco India PSU Equity Fund vs SBI PSU Fund compare
SBI PSU Fund - Regular Plan -Growth
Invesco India PSU Equity Fund - Growth
Chart Comparison
| 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 |
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 1 Month | 0.95% | 1.57% |
| 6 Month | 13.06% | 18.2% |
| 1 Year | 70.36% | 78.36% |
| 3 Year | 39.6% | 37.43% |
| 5 Year | 29.24% | 32.39% |
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 36.18% | 39.28% |
| 3 Year | 97.74% | 98.56% |
| 5 Year | 154.19% | 157.11% |
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 1 Year | 32.03% | 33.6% |
| 3 Year | 105.83% | 107.82% |
| 5 Year | 162.94% | 171.36% |
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 20.5% | 18.39% |
| Sharp | 1.51% | 1.61% |
| Beta | 0.97% | 0.84% |
| Alpha | 0.4% | 2.96% |
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| 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 |
| 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 |
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Others | 10.09 | 4.01 |
| Financial | 25.69 | 17.83 |
| Energy | 26.61 | 28.71 |
| Materials | 4.4 | 7.39 |
| Metals & Mining | 13.06 | - |
| Capital Goods | 9.19 | 32.79 |
| Insurance | 4.19 | 2.28 |
| Construction | 4.7 | - |
| Services | 2.07 | 6.99 |
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