- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- 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 | 0.05% | -0.77% |
| 6 Month | -14.05% | -18.8% |
| 1 Year | -4.84% | -7.21% |
| 3 Year | 28.44% | 26.75% |
| 5 Year | 26.39% | 24.19% |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 6 Month | -10.32% | -12.58% |
| 1 Year | -23.79% | -29.22% |
| 3 Year | 24.38% | 21.38% |
| 5 Year | 27.23% | 24.37% |
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 | 0.92% | 0.84% |
| Beta | 0.92% | 0.91% |
| Alpha | -2.42% | -4.45% |
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 |
| 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 | 5.45557 | 1.82831 |
| Mid Cap | 22.00657 | 26.64876 |
| Large Cap | 69.81101 | 64.84135 |
| Small Cap | 2.72685 | 6.68158 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Others | 5.45557 | 1.82831 |
| Financial Services | 35.72045 | 19.87036 |
| Energy | 17.088 | 18.00291 |
| Industrials | 11.13311 | 30.20541 |
| Utilities | 24.31737 | 24.017 |
| Basic Materials | 6.2855 | 6.07601 |
Top Comparisons
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.96%
HSBC Banking and PSU Debt Fund - Regular Growth
3Y Returns5.3%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns13.79%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns11.51%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns20.5%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns17.55%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns16.37%
