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) | ₹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 | 4.1% | 3.32% |
6 Month | -5.06% | -8.42% |
1 Year | 0.54% | -7.19% |
3 Year | 30.59% | - |
5 Year | 28.56% | - |
SIP Return Analysis
Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
---|---|---|
6 Month | 3.3% | 0.79% |
1 Year | -9.36% | -16.76% |
3 Year | 28.28% | - |
5 Year | 28.16% | - |
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 | 0.93% | - |
Beta | 0.94% | - |
Alpha | -4.33% | - |
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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 | 1.06 | 29.47 |
Large Cap | 67.31 | 48.86 |
Mid Cap | 26.11 | 18.73 |
Small Cap | 5.52 | 2.94 |
Sector Allocation
Scheme Name |
Invesco India PSU Equity Fund - Growth |
Quant PSU Fund - Regular (G) |
---|---|---|
Others | 1.06 | 29.47 |
Financial Services | 21.69 | 16.93 |
Energy | 18.38 | 28.5 |
Industrials | 27.81 | 14.26 |
Utilities | 24.59 | 10.85 |
Basic Materials | 6.48 | - |
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