Invesco India PSU Equity Fund - Growth
| Category: Equity: Thematic-PSU |
| Launch Date: 18-11-2009 |
| Asset Class: Equity |
| Benchmark: S&P BSE PSU TRI |
| Expense Ratio: 2.25% As on (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 956.83 Cr As on (30-04-2024) |
| Turn over: 42% |
PERFORMANCE of Invesco India PSU Equity Fund - Growth
Scheme Performance (%)
Data as on - 16-05-2024Yearly Performance (%)
Fund Managers
Dhimant Kothari
Investment Objective
The fund aims capital appreciation by investing in equity and equity related instruments of companies where the Central / State Government(s) has majority shareholding or management control or powers to appoint majority of directors.
RETURNS CALCULATOR for Invesco India PSU Equity Fund - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Invesco India PSU Equity Fund - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Invesco India PSU Equity Fund - Growth | 18.19 | 1.63 | -1.73 | 0.83 | - | - |
| Equity: Thematic-PSU | - | - | - | - | - | - |
PEER COMPARISION of Invesco India PSU Equity Fund - Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Invesco India PSU Equity Fund - Growth | 18-11-2009 | 87.75 | 55.6 | 38.34 | 29.5 | 18.31 |
| SBI PSU Fund - Regular Plan -Growth | 07-07-2010 | 93.94 | 56.93 | 39.51 | 25.91 | 13.27 |
| Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth | 30-12-2019 | 89.72 | 54.8 | 41.04 | 0.0 | 0.0 |
| ICICI Prudential PSU Equity Fund - Growth | 09-09-2022 | 79.39 | 0.0 | 0.0 | 0.0 | 0.0 |
