Invesco India PSU Equity Fund vs SBI PSU Fund compare

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SBI PSU Fund - Regular Plan -Growth

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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

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%

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%

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%

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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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

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

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