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Quant PSU Fund vs Invesco India PSU Equity 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 | Very High |
| 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 | 16.56% | 9.8% |
| 6 Month | -14.49% | -21.72% |
| 1 Year | 4.62% | -1.82% |
| 3 Year | 29.64% | - |
| 5 Year | 31.35% | - |
SIP Return Analysis
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 6 Month | -4.32% | -6.27% |
| 1 Year | -16.85% | -23.65% |
| 3 Year | 27.83% | - |
| 5 Year | 28.06% | - |
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 | 0.84% | - |
| Beta | 0.91% | - |
| Alpha | -4.45% | - |
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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 |
| Funds Managed | 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 | 1.83 | 29.47 |
| Large Cap | 64.84 | 48.86 |
| Mid Cap | 26.65 | 18.73 |
| Small Cap | 6.68 | 2.94 |
Sector Allocation
| Scheme Name |
Invesco India PSU Equity Fund - Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 1.83 | 29.47 |
| Financial Services | 19.87 | 16.93 |
| Energy | 18 | 28.5 |
| Industrials | 30.21 | 14.26 |
| Utilities | 24.02 | 10.85 |
| Basic Materials | 6.08 | - |
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