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INVESCO INDIA BANKING AND PSU FUND vs LIC MF Banking & PSU Debt Fund compare
INVESCO INDIA BANKING AND PSU FUND - Growth Option
LIC MF Banking & PSU Debt Fund-Growth
LIC MF Banking & PSU Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | INVESCO INDIA BANKING AND PSU FUND - Growth Option | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderate | Moderate | Moderate |
| Asset Size (Cr) | ₹169 Cr | ₹1851 Cr | ₹1851 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 29 Dec 2012 | 30 May 2007 | 30 May 2007 |
| Category | Banking and PSU | Banking and PSU | Banking and PSU |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Banking and PSU Debt Index | NIFTY Banking and PSU Debt TRI | NIFTY Banking and PSU Debt TRI |
| Turn Over | 24% | % | 16% |
| Expense Ratio | 0.63 | 0.78 | 0.78 |
| Manager | Krishna Venkat Cheemalapati | Marzban Irani | Marzban Irani |
| ISIN Code | INF205K01JV2 | INF767K01535 | INF767K01535 |
| Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | - | -0.04% | -0.04% |
| 6 Month | 4.3% | 4.54% | 4.54% |
| 1 Year | 8.05% | 8.28% | 8.28% |
| 3 Year | 7.2% | 7.1% | 7.1% |
| 5 Year | 5.33% | 5.49% | 5.49% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 1.5% | 1.64% | 1.64% |
| 1 Year | 7.76% | 8.2% | 8.2% |
| 3 Year | 7.88% | 7.87% | 7.87% |
| 5 Year | 6.48% | 6.66% | 6.66% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 6.98% | 7.45% | 7.45% |
| 3 Year | 6.88% | 7.22% | 7.22% |
| 5 Year | 6.77% | 7.36% | 7.36% |
Risk Management
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 1.33% | 1.02% | 1.02% |
| Sharp | 0.49% | -0.64% | -0.64% |
| Beta | 1.50% | 2% | 2% |
| Alpha | -0.72% | 3.36% | 3.36% |
Fund Managers
| Scheme Name | INVESCO INDIA BANKING AND PSU FUND - Growth Option | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Marzban Irani | Marzban Irani |
| Total AUM | ₹24743 Cr | ₹1914 Cr | ₹1914 Cr |
| Funds Managed | 19 | 6 | 6 |
| INVESCO INDIA BANKING AND PSU FUND - Growth Option | LIC MF Banking & PSU Debt Fund-Growth | LIC MF Banking & PSU Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
Sector Allocation
| Scheme Name |
INVESCO INDIA BANKING AND PSU FUND - Growth Option |
LIC MF Banking & PSU Debt Fund-Growth |
LIC MF Banking & PSU Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 100 | 100 | 100 |
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