- 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
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 | 1.56% | 1.38% |
| 6 Month | 4.79% | 4.78% |
| 1 Year | 9.62% | 9.01% |
| 3 Year | 6.69% | 6.8% |
| 5 Year | 6.03% | 6.38% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | Axis Banking & PSU Debt Fund - Regular Plan - Growth option |
|---|---|---|
| 6 Month | 3.17% | 2.99% |
| 1 Year | 10.25% | 9.91% |
| 3 Year | 8.3% | 7.92% |
| 5 Year | 6.47% | 6.67% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns6.81%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns6.68%
Nippon India Growth Fund-Growth Plan-Growth Option
3Y Returns23.4%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns18.67%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns14.46%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.57%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.19%
