Invesco India PSU Equity Fund vs Quant PSU Fund compare
Invesco India PSU Equity Fund - Growth
Quant PSU Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
---|---|---|
Fund | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1394 Cr | ₹759 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Nov 2009 | 15 Feb 2024 |
Category | PSU Themes | PSU Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE PSU | BSE PSU |
Turn Over | 48% | % |
Expense Ratio | 2.16 | 2.32 |
Manager | Dhimant Kothari | Sandeep Tandon |
ISIN Code | INF205K01338 | INF966L01DQ0 |
Exits Load | Invesco India PSU Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant PSU Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
---|---|---|
1 Month | 0.96% | 1.53% |
6 Month | 7.51% | 2.95% |
1 Year | -3.27% | -8.64% |
3 Year | 38.97% | - |
5 Year | 29% | - |
SIP Return Analysis
Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
---|---|---|
6 Month | 14.56% | 8.21% |
1 Year | 14.33% | -1.81% |
3 Year | 31.72% | - |
5 Year | 30.6% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
---|---|---|
1 Year | 8.99% | -6.19% |
3 Year | 11.64% | - |
5 Year | 10.82% | - |
Risk Management
Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
---|---|---|
Standard Deviation | 18.39% | - |
Sharp | 1.2% | - |
Beta | 0.94% | - |
Alpha | 0.07% | - |
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Fund Managers
Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
---|---|---|
Name | Dhimant Kothari | Sandeep Tandon |
Total AUM | ₹8118 Cr | ₹0 Cr |
Funds Managed | 7 | 11 |
Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
Market Cap
Scheme Name |
Invesco India PSU Equity Fund - Growth |
Quant PSU Fund - Regular (G) |
---|---|---|
Others | 1.31 | 29.47 |
Large Cap | 69.05 | 48.86 |
Mid Cap | 23.91 | 18.73 |
Small Cap | 5.73 | 2.94 |
Sector Allocation
Scheme Name |
Invesco India PSU Equity Fund - Growth |
Quant PSU Fund - Regular (G) |
---|---|---|
Others | 1.31 | 29.47 |
Finance | 5.63 | - |
Banks | 13.22 | - |
Petroleum Products | 12.96 | - |
Aerospace & Defense | 20.69 | - |
Power | 23.21 | - |
Ferrous Metals | 1.82 | - |
Insurance | 3.24 | - |
Gas | 3.67 | - |
Non - Ferrous Metals | 1.98 | - |
Oil | 3.47 | - |
Industrial Manufacturing | 3.57 | - |
Agricultural, Commercial & Construction Vehicles | 3.78 | - |
Leisure Services | 1.45 | - |
Energy | - | 28.5 |
Financial Services | - | 16.93 |
Industrials | - | 14.26 |
Utilities | - | 10.85 |
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