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)	₹5427 Cr	₹1439 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

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Invesco India PSU Equity Fund - Growth
1 Month	-5.04%	-6.59%
6 Month	4.39%	5.55%
1 Year	-12.06%	-12.86%
3 Year	31.76%	31.28%
5 Year	29.82%	27.65%

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Invesco India PSU Equity Fund - Growth
6 Month	2.39%	4.25%
1 Year	-0.42%	2.33%
3 Year	23.55%	24.09%
5 Year	27.4%	26.59%

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%

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Invesco India PSU Equity Fund - Growth
Standard Deviation	20.5%	18.39%
Sharp	1.35%	1.36%
Beta	0.91%	0.93%
Alpha	0.47%	0.36%

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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