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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) | ₹1439 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 | -3.64% | -3.22% |
| 6 Month | 12.6% | 4.94% |
| 1 Year | -10.42% | -20.46% |
| 3 Year | 32.92% | - |
| 5 Year | 27.88% | - |
SIP Return Analysis
| Scheme Name | Invesco India PSU Equity Fund - Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 6 Month | 7.27% | 2.89% |
| 1 Year | 8.68% | -4.46% |
| 3 Year | 27.43% | - |
| 5 Year | 28.54% | - |
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 | 1.36% | - |
| Beta | 0.93% | - |
| Alpha | 0.36% | - |
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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 | 3.31 | 26.18 |
| Large Cap | 67.15 | 47.63 |
| Mid Cap | 23.69 | 21.52 |
| Small Cap | 5.84 | 4.67 |
Sector Allocation
| Scheme Name |
Invesco India PSU Equity Fund - Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 3.31 | 26.18 |
| Financial Services | 20.44 | 26.2 |
| Energy | 15.81 | 30.99 |
| Industrials | 29.23 | 11.64 |
| Utilities | 27.15 | 1.44 |
| Basic Materials | 4.05 | 3.55 |
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