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Invesco India PSU Equity Fund vs SBI PSU Fund compare

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tortoise-icon SBI PSU Fund - Regular Plan -Growth

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tortoise-icon Invesco India PSU Equity Fund - Growth

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Chart Comparison

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

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 0.8% 0.73%
6 Month 4.14% 0.99%
1 Year 11.27% 10.28%
3 Year 28.32% 28.81%
5 Year 29.29% 27.57%

SIP Return Analysis

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
6 Month 3.7% 3.16%
1 Year 15.63% 16.07%
3 Year 21.48% 20.95%
5 Year 26.12% 25.17%

Rolling Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
1 Year 3.19% 7.74%
3 Year 6.82% 12.44%
5 Year 5.92% 11.34%

Risk Management

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
Standard Deviation 20.5% 18.39%
Sharp 0.98% 0.96%
Beta 0.93% 0.96%
Alpha -2.4% -2.96%

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 31.46

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