- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI PSU Fund vs Invesco India PSU Equity Fund compare
SBI PSU Fund - Regular Plan -Growth
Invesco India PSU Equity Fund - Growth
Chart Comparison
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) | ₹5763 Cr | ₹1445 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 | -3.8% | -5.33% |
| 6 Month | 3.24% | -0.85% |
| 1 Year | 4.07% | 1.23% |
| 3 Year | 26.63% | 26.63% |
| 5 Year | 27.98% | 26.23% |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 6 Month | 2.04% | - |
| 1 Year | 15.92% | 14.52% |
| 3 Year | 21.5% | 20.49% |
| 5 Year | 25.66% | 24.52% |
Rolling Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 1 Year | 3.19% | 7.74% |
| 3 Year | 6.82% | 12.44% |
| 5 Year | 5.92% | 11.34% |
Risk Management
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 20.5% | 18.39% |
| Sharp | 0.98% | 0.96% |
| Beta | 0.93% | 0.96% |
| Alpha | -2.4% | -2.96% |
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 | 5.84 | 6.05 |
| Mid Cap | 23.12 | 24.45 |
| Large Cap | 68.62 | 63.52 |
| Small Cap | 2.42 | 5.98 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Others | 3.96 | 2.85 |
| Financial Services | 36.69 | 29.47 |
| Energy | 13.4 | 13.28 |
| Utilities | 27.73 | 20.02 |
| Basic Materials | 5.83 | 2.92 |
| Industrials | 12.38 | 31.46 |
Top Comparisons
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.25%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.31%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns12.16%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns12.16%
Kotak Multicap Fund-Regular Plan-Growth
3Y Returns22.19%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns16.72%
Quant Infrastructure Fund - Growth Option
3Y Returns14.89%
