- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
INVESCO INDIA BANKING AND PSU FUND vs Axis Banking & PSU Debt Fund compare
INVESCO INDIA BANKING AND PSU FUND - Growth Option
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Fund | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹105 Cr | ₹13286 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Dec 2012 | 08 Jun 2012 |
| Category | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Index | Nifty Banking & PSU Debt Index A-II |
| Turn Over | 24% | % |
| Expense Ratio | 0.63 | 0.63 |
| Manager | Krishna Venkat Cheemalapati | Hardik Shah |
| ISIN Code | INF205K01JV2 | INF846K01CB0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Month | 0.21% | 0.25% |
| 6 Month | 4.45% | 4.55% |
| 1 Year | 8.28% | 8.35% |
| 3 Year | 7.28% | 7.1% |
| 5 Year | 5.28% | 5.82% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 6 Month | 1.5% | 1.69% |
| 1 Year | 7.76% | 8.17% |
| 3 Year | 7.88% | 7.74% |
| 5 Year | 6.48% | 6.72% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 1 Year | 6.98% | 7.95% |
| 3 Year | 6.88% | 8.03% |
| 5 Year | 6.77% | 7.98% |
Risk Management
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Standard Deviation | 1.33% | 0.87% |
| Sharp | 0.49% | -0.4% |
| Beta | 1.50% | 1.63% |
| Alpha | -0.72% | 2.92% |
Fund Managers
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Hardik Shah |
| Total AUM | ₹24743 Cr | ₹0 Cr |
| Funds Managed | 19 | 12 |
| INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
Market Cap
| Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.35%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.38%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.54%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.55%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.52%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.52%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns17.15%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns18.45%
