ICICI Prudential PSU Equity Fund vs SBI PSU Fund compare
ICICI Prudential PSU Equity Fund - Growth
SBI PSU Fund - Regular Plan -Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential PSU Equity Fund - Growth | SBI PSU Fund - Regular Plan -Growth |
---|---|---|
Fund | ICICI Prudential PSU Equity Fund - Growth | SBI PSU Fund - Regular Plan -Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2068 Cr | ₹4543 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 12 Sep 2022 | 12 Jul 2010 |
Category | PSU Themes | PSU Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE PSU | BSE PSU TRI |
Turn Over | 20% | 63% |
Expense Ratio | 2.06 | 1.88 |
Manager | Mittul Kalawadia | Richard D'souza |
ISIN Code | INF109KC19H2 | INF200K01BC0 |
Exits Load | Data not available./365 | SBI PSU Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential PSU Equity Fund - Growth | SBI PSU Fund - Regular Plan -Growth |
---|---|---|
1 Month | 11.67% | 12.33% |
6 Month | -11.71% | -11.93% |
1 Year | 3.39% | 5.95% |
3 Year | - | 31.2% |
5 Year | - | 31.46% |
SIP Return Analysis
Scheme Name | ICICI Prudential PSU Equity Fund - Growth | SBI PSU Fund - Regular Plan -Growth |
---|---|---|
6 Month | -2.84% | -2.49% |
1 Year | -11.63% | -12.66% |
3 Year | - | 29.89% |
5 Year | - | 30.53% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential PSU Equity Fund - Growth | SBI PSU Fund - Regular Plan -Growth |
---|---|---|
1 Year | 65.64% | 5.96% |
3 Year | - | 6.2% |
5 Year | - | 5.31% |
Risk Management
Scheme Name | ICICI Prudential PSU Equity Fund - Growth | SBI PSU Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | - | 20.5% |
Sharp | - | 0.92% |
Beta | - | 0.92% |
Alpha | - | -2.42% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ICICI Prudential PSU Equity Fund - Growth | SBI PSU Fund - Regular Plan -Growth |
---|---|---|
Name | Mittul Kalawadia | Richard D'souza |
Total AUM | ₹45730 Cr | ₹1701 Cr |
Funds Managed | 5 | 2 |
ICICI Prudential PSU Equity Fund - Growth | SBI PSU Fund - Regular Plan -Growth |
Market Cap
Scheme Name |
ICICI Prudential PSU Equity Fund - Growth |
SBI PSU Fund - Regular Plan -Growth |
---|---|---|
Others | 8.71 | 5.46 |
Mid Cap | 19.83 | 22.01 |
Large Cap | 67.24 | 69.81 |
Small Cap | 4.23 | 2.73 |
Sector Allocation
Scheme Name |
ICICI Prudential PSU Equity Fund - Growth |
SBI PSU Fund - Regular Plan -Growth |
---|---|---|
Others | 8.71 | 5.46 |
Financial Services | 32.55 | 35.72 |
Energy | 23.24 | 17.09 |
Industrials | 7.43 | 11.13 |
Basic Materials | 3.1 | 6.29 |
Utilities | 24.98 | 24.32 |
Top Comparisons
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.22%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.18%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns17.01%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns16.74%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.18%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.22%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.55%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.55%