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Quant PSU Fund vs Invesco India PSU Equity Fund compare
Invesco India PSU Equity Fund - Growth
Quant PSU Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| Fund | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1418 Cr | ₹759 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Nov 2009 | 15 Feb 2024 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE PSU | BSE PSU |
| Turn Over | 48% | % |
| Expense Ratio | 2.16 | 2.32 |
| Manager | Dhimant Kothari | Sandeep Tandon |
| ISIN Code | INF205K01338 | INF966L01DQ0 |
| Exits Load | Invesco India PSU Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant PSU Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 1 Month | 3.9% | 3.31% |
| 6 Month | 10.91% | 4.59% |
| 1 Year | 5.35% | -4.09% |
| 3 Year | 29.84% | - |
| 5 Year | 31.21% | - |
SIP Return Analysis
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.35% | 0.4% |
| 1 Year | 14.48% | 4.13% |
| 3 Year | 22.08% | - |
| 5 Year | 25.61% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 1 Year | 8.17% | -10.25% |
| 3 Year | 12% | - |
| 5 Year | 11.1% | - |
Risk Management
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 18.39% | - |
| Sharp | 1.09% | - |
| Beta | 0.97% | - |
| Alpha | -4.13% | - |
Fund Managers
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| Name | Dhimant Kothari | Sandeep Tandon |
| Total AUM | ₹8118 Cr | ₹0 Cr |
| Funds Managed | 7 | 11 |
| Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
Market Cap
| Scheme Name |
Invesco India PSU Equity Fund - Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 1.29 | 23.07 |
| Large Cap | 69.72 | 56.85 |
| Mid Cap | 22.61 | 15.61 |
| Small Cap | 6.38 | 4.47 |
Sector Allocation
| Scheme Name |
Invesco India PSU Equity Fund - Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 1.29 | 23.07 |
| Financial Services | 22.69 | 36.86 |
| Energy | 14.07 | 24.15 |
| Industrials | 28.51 | 12.21 |
| Utilities | 29.05 | 3.71 |
| Basic Materials | 4.39 | - |
| Technology | - | 0 |
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