Invesco India PSU Equity Fund Direct Plan Payout of Income Dist cum Capital Wtdrl 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 | 0.93% |
Benchmark | S&P BSE PSU TR INR |
AUM | ₹859 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 Payout of Income Dist cum Capital Wtdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 6.24% | 6.24% |
6 Month Returns | 51.72% | 51.72% |
1 Year Returns | 87.99% | 87.99% |
3 Years Returns | 181.17% | 41.14% |
5 Years Returns | 249.93% | 28.47% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Invesco India PSU Equity Fund Direct Plan Payout of Income Dist cum Capital Wtdrl | 0.85 | 0.85 | 6.7 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Invesco India PSU Equity Fund Direct Plan Payout of Income Dist cum Capital Wtdrl | 0.87 | 0.82 | 0.71 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Invesco India PSU Equity Fund Direct Plan Payout of Income Dist cum Capital Wtdrl | 3.14 | 1.64 | 0.99 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Invesco India PSU Equity Fund Direct Plan Payout of Income Dist cum Capital Wtdrl | 18.55 | 17.9 | 21.2 |