Invesco India PSU Equity Fund Growth

• Alpha 8.28%
• Beta 0.68
• Sharpe Ratio1.17
• Std Deviation 17.38%
• Tracking Error 14.51%

To generate 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 has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

The Invesco India PSU Equity Fund Growth has an AUM of 501.49 crores & has delivered CAGR of 19.67% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.46%. The minimum investment in Invesco India PSU Equity Fund Growth is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include NTPC, Bharat Electronics, State Bank Of India & Bank Of Baroda.

The major sectors where the fund is invested are Regional Banks, Electric Utilities, Aerospace & Defense & Natural Gas Utilities.

Some of the similar funds are Invesco India PSU Equity Fund Growth, UTI India Consumer Fund Regular Plan Growth, HDFC Non-Cyclical Consumer Fund Regular Growth, HDFC Transportation and Logistics Fund Regular Growth, Tata Housing Opportunities Fund Regular Growth. Invesco India PSU Equity Fund Growth has a sharpe ratio of 1.17 & a standard deviation of 17.38%.