INVESCO INDIA BANKING AND PSU FUND vs DSP Banking & PSU Debt Fund compare
INVESCO INDIA BANKING AND PSU FUND - Growth Option
DSP Banking & PSU Debt Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | DSP Banking & PSU Debt Fund - Regular Plan - Growth |
---|---|---|
Fund | INVESCO INDIA BANKING AND PSU FUND - Growth Option | DSP Banking & PSU Debt Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹105 Cr | ₹4188 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Dec 2012 | 14 Sep 2013 |
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 TRI |
Turn Over | 24% | 0.0% |
Expense Ratio | 0.63 | 0.72 |
Manager | Krishna Venkat Cheemalapati | Karan Mundhra |
ISIN Code | INF205K01JV2 | INF740K01ZP6 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | DSP Banking & PSU Debt Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.21% | -0.49% |
6 Month | 4.88% | 4.51% |
1 Year | 9.06% | 8.85% |
3 Year | 7.47% | 7.5% |
5 Year | 5.4% | 5.92% |
SIP Return Analysis
Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | DSP Banking & PSU Debt Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.25% | 1.97% |
1 Year | 9% | 8.36% |
3 Year | 8.17% | 8.15% |
5 Year | 6.53% | 6.89% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | DSP Banking & PSU Debt Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.94% | 7.98% |
3 Year | 6.82% | 7.44% |
5 Year | 6.8% | 7.11% |
Risk Management
Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | DSP Banking & PSU Debt Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.27% | 1.39% |
Sharp | 0.68% | 0.75% |
Beta | 1.41% | 1.34% |
Alpha | -0.55% | -0.31% |
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 | DSP Banking & PSU Debt Fund - Regular Plan - Growth |
---|---|---|
Name | Krishna Venkat Cheemalapati | Karan Mundhra |
Total AUM | ₹24743 Cr | ₹22743 Cr |
Funds Managed | 19 | 6 |
INVESCO INDIA BANKING AND PSU FUND - Growth Option | DSP Banking & PSU Debt Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
DSP Banking & PSU Debt Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
DSP Banking & PSU Debt Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns25.46%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns23.81%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns19.33%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns23.06%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns11.5%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns12.18%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.36%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.5%