SBI PSU Fund vs Invesco India PSU Equity 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)	₹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

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Invesco India PSU Equity Fund - Growth
1 Month	3.64%	5.56%
6 Month	-1.92%	-1.02%
1 Year	-2.53%	-3.58%
3 Year	36.12%	36.78%
5 Year	31.24%	29.72%

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Invesco India PSU Equity Fund - Growth
6 Month	10.23%	14.2%
1 Year	6.39%	10.56%
3 Year	29.78%	30.68%
5 Year	30.31%	29.79%

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Invesco India PSU Equity Fund - Growth
1 Year	5.13%	8.99%
3 Year	6.43%	11.64%
5 Year	5.49%	10.82%

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Invesco India PSU Equity Fund - Growth
Standard Deviation	20.5%	18.39%
Sharp	1.17%	1.2%
Beta	0.92%	0.94%
Alpha	-0.15%	0.07%

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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

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Invesco India PSU Equity Fund - Growth
Others	3.7	1.31
Mid Cap	21.65	23.91
Large Cap	71.8	69.05
Small Cap	2.85	5.73

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Invesco India PSU Equity Fund - Growth
Others	3.7	1.31
Finance	4.63	5.63
Banks	23.39	13.22
Petroleum Products	7.14	12.96
Insurance	7.58	3.24
Gas	15.01	3.67
Non - Ferrous Metals	1.55	1.98
Oil	4.82	3.47
Aerospace & Defense	8.47	20.69
Construction	1.14	-
Consumable Fuels	1.19	-
Minerals & Mining	3.59	-
Power	17.79	23.21
Ferrous Metals	-	1.82
Industrial Manufacturing	-	3.57
Agricultural, Commercial & Construction Vehicles	-	3.78
Leisure Services	-	1.45