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) | ₹100 Cr | ₹12969 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 | 1.2% | 1.03% |
6 Month | 5.61% | 5.34% |
1 Year | 9.97% | 9.38% |
3 Year | 7.58% | 7.22% |
5 Year | 5.83% | 6.22% |
SIP Return Analysis
Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
6 Month | 3.32% | 3.07% |
1 Year | 10.8% | 10.26% |
3 Year | 8.55% | 8.1% |
5 Year | 6.67% | 6.8% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
1 Year | 6.89% | 7.93% |
3 Year | 6.87% | 8.13% |
5 Year | 6.88% | 8.04% |
Risk Management
Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Standard Deviation | 1.746% | 0.87% |
Sharp | -0.663% | -0.4% |
Beta | 1.498% | 1.63% |
Alpha | -0.956% | 2.92% |
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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 | 100.06 |
Sector Allocation
Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
---|---|---|
Others | 100 | 100.06 |
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