- 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
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
+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) | ₹5427 Cr | ₹1439 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 | -5.04% | -6.59% |
| 6 Month | 4.39% | 5.55% |
| 1 Year | -12.06% | -12.86% |
| 3 Year | 31.76% | 31.28% |
| 5 Year | 29.82% | 27.65% |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 6 Month | 5.05% | 7.27% |
| 1 Year | 5.16% | 8.68% |
| 3 Year | 27.04% | 27.43% |
| 5 Year | 29.35% | 28.54% |
Rolling Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| 1 Year | 4.28% | 8.53% |
| 3 Year | 6.57% | 11.87% |
| 5 Year | 5.67% | 10.93% |
Risk Management
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 20.5% | 18.39% |
| Sharp | 1.35% | 1.36% |
| Beta | 0.91% | 0.93% |
| Alpha | 0.47% | 0.36% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.66 | 3.31 |
| Mid Cap | 22.55 | 23.69 |
| Large Cap | 69.76 | 67.15 |
| Small Cap | 3.03 | 5.84 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Invesco India PSU Equity Fund - Growth |
|---|---|---|
| Others | 4.66 | 3.31 |
| Financial Services | 34.3 | 20.44 |
| Energy | 15.13 | 15.81 |
| Utilities | 27.57 | 27.15 |
| Basic Materials | 5.37 | 4.05 |
| Industrials | 12.97 | 29.23 |
Top Comparisons
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns13.66%
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns12.18%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns19.1%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns20.8%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns16.07%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns11.99%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.8%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.17%
