- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 5.4% | 6.92% |
| 6 Month | -11.23% | -13.8% |
| 1 Year | -3.01% | -2.41% |
| 3 Year | 27.24% | 25.75% |
| 5 Year | 29.81% | 28.25% |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 6 Month | -0.52% | -1.07% |
| 1 Year | -11.76% | -15.22% |
| 3 Year | 27.62% | 25.68% |
| 5 Year | 28.8% | 26.52% |
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 | 0.99% | 0.93% |
| Beta | 0.92% | 0.94% |
| Alpha | -2.54% | -4.33% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 5.93 | 1.06 |
| Mid Cap | 22.94 | 26.11 |
| Large Cap | 68.23 | 67.31 |
| Small Cap | 2.9 | 5.52 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Others | 5.93 | 1.06 |
| Financial Services | 35.9 | 21.69 |
| Energy | 17.02 | 18.38 |
| Industrials | 10.67 | 27.81 |
| Utilities | 24.13 | 24.59 |
| Basic Materials | 6.34 | 6.48 |
Top Comparisons
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.47%
Nippon India Floating Rate Fund - Growth Plan-Growth Option
3Y Returns7.09%
HDFC Gilt Fund - Growth Plan
3Y Returns7.5%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns7.51%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns10.52%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns13.79%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns16.01%
Nippon India Vision Fund-Growth Plan-Growth Option
3Y Returns16.1%
