Invesco India PSU Equity Fund Growth

• Alpha 8.28%
• Beta 0.68
• Sharpe Ratio0.92
• Std Deviation 22.23%
• 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.

The Invesco India PSU Equity Fund Growth has an AUM of 1444.71 crores & has delivered CAGR of 26.53% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.12%. 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 High & Exceptional respectively.

The top holdings of the fund include State Bank of India, Bharat Electronics, Bharat Petroleum Corporation & Indian Bank.

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

Some of the similar funds are Invesco India PSU Equity Fund Growth, ICICI Prudential Exports and Services Fund Growth, DSP Natural Resources & New Energy Fund Regular Plan Growth, Quant Momentum Fund Regular Growth, Kotak Active Momentum Fund Regular Growth. Invesco India PSU Equity Fund Growth has a sharpe ratio of 0.92 & a standard deviation of 22.23%.