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) | ₹4471 Cr | ₹1331 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 | 2.12 |
| 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 |
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 1 Month | 0.59% | 0.63% |
| 6 Month | -6.64% | -10.27% |
| 1 Year | 30.89% | 30.43% |
| 3 Year | 35.4% | 33.18% |
| 5 Year | 24.38% | 26.98% |
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.65% | 5.72% |
| 3 Year | 38.37% | 37.37% |
| 5 Year | 34.1% | 32.79% |
| 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% |
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 20.5% | 18.39% |
| Sharp | 1.33% | 1.33% |
| Beta | 0.94% | 0.85% |
| Alpha | -3.64% | -3.26% |
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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 | 3.38 | 0.76 |
| Mid Cap | 20.84 | 27.34 |
| Large Cap | 72.65 | 63.54 |
| Small Cap | 3.13 | 8.36 |
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Others | 3.38 | 0.76 |
| Finance | 3.88 | 7.3 |
| Banks | 24.56 | 13.06 |
| Petroleum Products | 7.56 | 9.49 |
| Aerospace & Defense | 9.49 | 16.2 |
| Insurance | 8.32 | 5.67 |
| Gas | 13 | 5.4 |
| Non - Ferrous Metals | 2.54 | 4.45 |
| Oil | 4.49 | 4.86 |
| Construction | 1.39 | - |
| Consumable Fuels | 2.78 | - |
| Minerals & Mining | 4.61 | - |
| Power | 14 | 15.96 |
| Transport Services | - | 3.27 |
| Ferrous Metals | - | 1.78 |
| Industrial Manufacturing | - | 3.1 |
| Agricultural, Commercial & Construction Vehicles | - | 4.68 |
| Leisure Services | - | 4.02 |
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