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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 3.11% 4.1%
6 Month -3.13% -5.06%
1 Year -1.87% 0.54%
3 Year 31.45% 30.59%
5 Year 30.77% 28.56%

SIP Return Analysis

Scheme Name SBI PSU Fund - Regular Plan -Growth Invesco India PSU Equity Fund - Growth
6 Month 3.64% 3.3%
1 Year -5.13% -9.36%
3 Year 30.55% 28.28%
5 Year 30.69% 28.16%

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 0.99% 0.93%
Beta 0.92% 0.94%
Alpha -2.54% -4.33%

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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 5.93 1.06
Mid Cap 22.94 26.11
Large Cap 68.23 67.31
Small Cap 2.9 5.52

Sector Allocation

Scheme Name

SBI PSU Fund - Regular Plan -Growth

Invesco India PSU Equity Fund - Growth

Others 5.93 1.06
Financial Services 35.9 21.69
Energy 17.02 18.38
Industrials 10.67 27.81
Utilities 24.13 24.59
Basic Materials 6.34 6.48

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