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Invesco India PSU Equity Fund vs SBI PSU Fund compare
SBI PSU Fund - Regular Plan -Growth
Invesco India PSU Equity Fund - Growth
Chart Comparison
Overview
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Fund | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5763 Cr | ₹1445 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Jul 2010 | 27 Nov 2009 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE PSU TRI | BSE PSU |
| Turn Over | 63% | 48% |
| Expense Ratio | 1.87 | 2.16 |
| Manager | Richard D'souza | Dhimant Kothari |
| ISIN Code | INF200K01BC0 | INF205K01338 |
| Exits Load | SBI PSU Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India PSU Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 1 Month | 3.43% | 3.88% |
| 6 Month | 3.62% | -0.02% |
| 1 Year | 11.46% | 12.29% |
| 3 Year | 28.16% | 28.77% |
| 5 Year | 28.02% | 26.4% |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 6 Month | 6.96% | 5.42% |
| 1 Year | 24% | 22.7% |
| 3 Year | 22.96% | 22.17% |
| 5 Year | 26.83% | 25.75% |
Rolling Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 1 Year | 3.36% | 7.76% |
| 3 Year | 6.87% | 12.48% |
| 5 Year | 5.96% | 11.38% |
Risk Management
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 20.5% | 18.39% |
| Sharp | 1.01% | 1.01% |
| Beta | 0.93% | 0.96% |
| Alpha | -2.45% | -2.72% |
Fund Managers
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Name | Richard D'souza | Dhimant Kothari |
| Total AUM | ₹1701 Cr | ₹8118 Cr |
| Funds Managed | 2 | 7 |
| SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
Market Cap
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Others | 5.84 | 6.05 |
| Mid Cap | 23.12 | 24.45 |
| Large Cap | 68.62 | 63.52 |
| Small Cap | 2.42 | 5.98 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Others | 3.96 | 2.85 |
| Financial Services | 36.69 | 29.47 |
| Energy | 13.4 | 13.28 |
| Utilities | 27.73 | 20.02 |
| Basic Materials | 5.83 | 2.92 |
| Industrials | 12.38 | 30.52 |
| Consumer Cyclical | - | 0.94 |
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