SBI PSU Fund vs Invesco India PSU Equity Fund compare

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SBI PSU Fund - Regular Plan -Growth

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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

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%

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%

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%

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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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