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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) ₹4543 Cr ₹1230 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 1.88 2.14
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 4.49% 8.58%
6 Month 2.83% 5.32%
1 Year 0.75% 4.14%
3 Year 35.34% 36.07%
5 Year 32.98% 31.69%

SIP Return Analysis

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
6 Month 7.19% 11.64%
1 Year 2.15% 6.72%
3 Year 30.93% 32.24%
5 Year 30.84% 30.44%

Rolling Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
1 Year 5.96% 9.74%
3 Year 6.2% 11.39%
5 Year 5.31% 10.43%

Risk Management

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
Standard Deviation 20.5% 18.39%
Sharp 1.05% 1.02%
Beta 0.93% 0.94%
Alpha -1.45% -2.36%

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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 2.17 0.65
Mid Cap 22.59 25.56
Large Cap 72.56 67.82
Small Cap 2.68 5.97

Sector Allocation

Scheme Name

SBI PSU Fund - Regular Plan -Growth

Invesco India PSU Equity Fund - Growth

Others 2.17 0.65
Finance 4.94 5.88
Banks 23.54 12.68
Petroleum Products 6.78 12.51
Insurance 7.75 2.47
Gas 14.99 3.74
Non - Ferrous Metals 1.83 3.76
Oil 4.89 5.81
Aerospace & Defense 8.54 19.23
Construction 1.07 -
Consumable Fuels 2.29 -
Minerals & Mining 4.01 -
Power 17.2 20.66
Transport Services - 1.88
Ferrous Metals - 1.94
Industrial Manufacturing - 3.27
Agricultural, Commercial & Construction Vehicles - 4.05
Leisure Services - 1.47

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