Invesco India PSU Equity Fund Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Dhimant Kothari. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.96% |
Benchmark | S&P BSE PSU TR INR |
AUM | ₹957 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 47.92% |
Size breakup
Invesco India PSU Equity Fund Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.22% | 3.22% |
6 Month Returns | 47.39% | 47.39% |
1 Year Returns | 88.1% | 88.1% |
3 Years Returns | 169.39% | 39.14% |
5 Years Returns | 281.39% | 30.7% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Invesco India PSU Equity Fund Direct Plan Growth | 0.81 | -0.28 | 7.38 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Invesco India PSU Equity Fund Direct Plan Growth | 0.87 | 0.83 | 0.71 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Invesco India PSU Equity Fund Direct Plan Growth | 3.21 | 1.71 | 1.1 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Invesco India PSU Equity Fund Direct Plan Growth | 18.78 | 18.2 | 21.23 |