Quant PSU Fund vs Invesco India PSU Equity Fund compare

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tortoise-icon Invesco India PSU Equity Fund - Growth

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tortoise-icon Quant PSU Fund - Regular (G)

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Chart Comparison

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

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) ₹1355 Cr ₹884 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 18 Nov 2009 20 Feb 2024
Category PSU Themes PSU Themes
Fund Type Open Ended Open Ended
Benchmark BSE PSU BSE PSU
Turn Over 48% %
Expense Ratio 2.15 2.24
Manager Dhimant Kothari Sandeep Tandon
ISIN Code INF205K01338 INF966L01DQ0
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Invesco India PSU Equity Fund - Growth Quant PSU Fund - Regular (G)
1 Month -8.44% -11.33%
6 Month -3.4% -8.49%
1 Year 46.99% -
3 Year 30.41% -
5 Year 26.21% -

SIP Return Analysis

Scheme Name Invesco India PSU Equity Fund - Growth Quant PSU Fund - Regular (G)
6 Month - -
1 Year 23.82% -
3 Year 41.98% -
5 Year 35.02% -

Rolling Lumpsum Returns

Scheme Name Invesco India PSU Equity Fund - Growth Quant PSU Fund - Regular (G)
1 Year 9.16% -
3 Year 11.18% -
5 Year 10.1% -

Risk Management

Scheme Name Invesco India PSU Equity Fund - Growth Quant PSU Fund - Regular (G)
Standard Deviation 18.39% -
Sharp 1.23% -
Beta 0.87% -
Alpha -5.48% -

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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
Fund Manage 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 9.79 26.55
Large Cap 66.17 48.06
Mid Cap 18.24 22.6
Small Cap 5.8 2.81

Sector Allocation

Scheme Name

Invesco India PSU Equity Fund - Growth

Quant PSU Fund - Regular (G)

Others 4.01 26.55
Financial 17.83 -
Energy 28.71 -
Capital Goods 32.79 -
Services 6.99 -
Insurance 2.28 9.33
Materials 7.39 -
Petroleum Products - 20.63
Transport Services - 7.52
Ferrous Metals - 7.9
Gas - 0.91
Diversified FMCG - 8.97
Oil - 1.82
Commercial Services & Supplies - 1.7
Leisure Services - 4.02
Engineering Services - 1.11
Power - 9.56

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