SBI PSU Fund vs Invesco India PSU Equity Fund compare
SBI PSU Fund - Regular Plan -Growth
Invesco India PSU Equity Fund - Growth
Chart Comparison
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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