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Invesco India PSU Equity Fund vs Quant PSU Fund compare

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tortoise-icon Invesco India PSU Equity Fund - Growth

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tortoise-icon Quant PSU Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1230 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 2.14 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 7.51% 3.9%
6 Month 5.54% -0.53%
1 Year 1.95% -8.97%
3 Year 36.27% -
5 Year 32.7% -

SIP Return Analysis

Scheme Name Invesco India PSU Equity Fund - Growth Quant PSU Fund - Regular (G)
6 Month 11.64% 5.13%
1 Year 6.72% -8.53%
3 Year 32.24% -
5 Year 30.44% -

Rolling Lumpsum Returns

Scheme Name Invesco India PSU Equity Fund - Growth Quant PSU Fund - Regular (G)
1 Year 9.74% -
3 Year 11.39% -
5 Year 10.43% -

Risk Management

Scheme Name Invesco India PSU Equity Fund - Growth Quant PSU Fund - Regular (G)
Standard Deviation 18.39% -
Sharp 1.02% -
Beta 0.94% -
Alpha -2.36% -

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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 0.65 29.47
Large Cap 67.82 48.86
Mid Cap 25.56 18.73
Small Cap 5.97 2.94

Sector Allocation

Scheme Name

Invesco India PSU Equity Fund - Growth

Quant PSU Fund - Regular (G)

Others 0.65 29.47
Finance 5.88 -
Banks 12.68 -
Petroleum Products 12.51 -
Aerospace & Defense 19.23 -
Power 20.66 -
Transport Services 1.88 -
Ferrous Metals 1.94 -
Insurance 2.47 -
Gas 3.74 -
Non - Ferrous Metals 3.76 -
Oil 5.81 -
Industrial Manufacturing 3.27 -
Agricultural, Commercial & Construction Vehicles 4.05 -
Leisure Services 1.47 -
Energy - 28.5
Financial Services - 16.93
Industrials - 14.26
Utilities - 10.85

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