Invesco India PSU Equity Fund vs SBI PSU Fund compare

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)	₹5817 Cr	₹1449 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	5.88%	6.15%
6 Month	11.23%	10.17%
1 Year	22.6%	24.04%
3 Year	31.97%	32.49%
5 Year	30.77%	28.92%

SIP Return Analysis

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Invesco India PSU Equity Fund - Growth
6 Month	2.49%	1.43%
1 Year	11.63%	10.32%
3 Year	20%	18.9%
5 Year	25.37%	24.26%

Rolling Lumpsum Returns

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Invesco India PSU Equity Fund - Growth
1 Year	3.52%	7.8%
3 Year	6.88%	12.53%
5 Year	5.97%	11.41%

Risk Management

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Invesco India PSU Equity Fund - Growth
Standard Deviation	20.5%	18.39%
Sharp	1.01%	1.01%
Beta	0.93%	0.96%
Alpha	-2.45%	-2.72%

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	4.82	5.19
Mid Cap	23.73	25.99
Large Cap	68.95	62.13
Small Cap	2.5	6.69

Sector Allocation

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Invesco India PSU Equity Fund - Growth
Others	2.89	1.76
Financial Services	35.24	29.88
Energy	13.87	13.49
Utilities	29.32	19.12
Basic Materials	6.69	3.52
Industrials	12	31.01
Consumer Cyclical	-	1.22

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