- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1230 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 | 2.14 | 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 | 5.56% | 3.88% |
| 6 Month | -1.02% | -3.47% |
| 1 Year | -3.58% | -9.82% |
| 3 Year | 36.78% | - |
| 5 Year | 29.72% | - |
SIP Return Analysis
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 6 Month | 14.2% | 8.44% |
| 1 Year | 10.56% | -2.98% |
| 3 Year | 30.68% | - |
| 5 Year | 29.79% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 1 Year | 8.99% | -6.19% |
| 3 Year | 11.64% | - |
| 5 Year | 10.82% | - |
Risk Management
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 18.39% | - |
| Sharp | 1.2% | - |
| Beta | 0.94% | - |
| Alpha | 0.07% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 1.31 | 29.47 |
| Large Cap | 69.05 | 48.86 |
| Mid Cap | 23.91 | 18.73 |
| Small Cap | 5.73 | 2.94 |
Sector Allocation
| Scheme Name |
Invesco India PSU Equity Fund - Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 1.31 | 29.47 |
| Finance | 5.63 | - |
| Banks | 13.22 | - |
| Petroleum Products | 12.96 | - |
| Aerospace & Defense | 20.69 | - |
| Power | 23.21 | - |
| Ferrous Metals | 1.82 | - |
| Insurance | 3.24 | - |
| Gas | 3.67 | - |
| Non - Ferrous Metals | 1.98 | - |
| Oil | 3.47 | - |
| Industrial Manufacturing | 3.57 | - |
| Agricultural, Commercial & Construction Vehicles | 3.78 | - |
| Leisure Services | 1.45 | - |
| Energy | - | 28.5 |
| Financial Services | - | 16.93 |
| Industrials | - | 14.26 |
| Utilities | - | 10.85 |
Top Comparisons
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.13%
Mirae Asset Low Duration Fund- Growth
3Y Returns6.95%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns29.61%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns31.28%
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns25.49%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.42%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.08%
