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INVESCO INDIA BANKING AND PSU FUND vs Aditya Birla Sun Life Banking & PSU Debt Fund compare
INVESCO INDIA BANKING AND PSU FUND - Growth Option
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Fund | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹171 Cr | ₹9235 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Dec 2012 | 02 May 2008 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Index | NIFTY Banking and PSU Debt Total Return Index |
| Turn Over | 24% | 0.0% |
| Expense Ratio | 0.63 | 0.73 |
| Manager | Krishna Venkat Cheemalapati | Harshil Suvarnkar |
| ISIN Code | INF205K01JV2 | INF209K01LV0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.22% | 0.1% |
| 6 Month | 2.3% | 2.32% |
| 1 Year | 7.27% | 7.36% |
| 3 Year | 7.29% | 7.35% |
| 5 Year | 5.17% | 5.84% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.11% | 1.06% |
| 1 Year | 5.67% | 5.72% |
| 3 Year | 7.27% | 7.27% |
| 5 Year | 6.44% | 6.76% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.04% | 8.14% |
| 3 Year | 6.97% | 8.62% |
| 5 Year | 6.69% | 9% |
Risk Management
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 1.92% | 0.96% |
| Sharp | -0.56% | -0.14% |
| Beta | 3.09% | 1.81% |
| Alpha | 5.11% | 3.5% |
Fund Managers
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Harshil Suvarnkar |
| Total AUM | ₹24743 Cr | ₹55823 Cr |
| Funds Managed | 19 | 13 |
| INVESCO INDIA BANKING AND PSU FUND - Growth Option | Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
Market Cap
| Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
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