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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) | ₹5278 Cr | ₹1390 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 | -3.13% | -3.67% |
| 6 Month | 13.32% | 19.72% |
| 1 Year | -7.05% | -7.18% |
| 3 Year | 30.57% | 30.02% |
| 5 Year | 29.61% | 27.52% |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 6 Month | 1.44% | 2.49% |
| 1 Year | 2.41% | 5.04% |
| 3 Year | 23.5% | 23.99% |
| 5 Year | 27.23% | 26.63% |
Rolling Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 1 Year | 4.28% | 8.53% |
| 3 Year | 6.57% | 11.87% |
| 5 Year | 5.67% | 10.93% |
Risk Management
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 20.5% | 18.39% |
| Sharp | 1.15% | 1.13% |
| Beta | 0.91% | 0.94% |
| Alpha | -1.86% | -2.93% |
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 | 2.69 | 2.33 |
| Mid Cap | 22.29 | 23.6 |
| Large Cap | 72.14 | 68.38 |
| Small Cap | 2.88 | 5.69 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Others | 2.69 | 2.33 |
| Financial Services | 34.8 | 21.95 |
| Energy | 15.36 | 16.03 |
| Utilities | 29.58 | 27.91 |
| Basic Materials | 5.49 | 3.99 |
| Industrials | 12.07 | 27.8 |
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