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SBI PSU Fund vs Invesco India PSU Equity Fund compare

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tortoise-icon SBI PSU Fund - Regular Plan -Growth

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tortoise-icon Invesco India PSU Equity Fund - Growth

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Chart Comparison

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

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 -3.56% -4.14%
6 Month -15.23% -19.83%
1 Year -5.84% -7%
3 Year 29.84% 28.84%
5 Year 25.22% 23.38%

SIP Return Analysis

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
6 Month -10.24% -13.16%
1 Year -21.62% -27.84%
3 Year 25.63% 22.42%
5 Year 27.93% 24.93%

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 1.03% 1.07%
Beta 0.94% 0.87%
Alpha -4.37% -3.37%

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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
Fund Manage 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 3.38 0.76
Mid Cap 20.84 27.34
Large Cap 72.65 63.54
Small Cap 3.13 8.36

Sector Allocation

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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