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Quant PSU Fund vs SBI PSU Fund compare
SBI PSU Fund - Regular Plan -Growth
Quant PSU Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| Fund | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4543 Cr | ₹759 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Jul 2010 | 15 Feb 2024 |
| Category | PSU Themes | PSU Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE PSU TRI | BSE PSU |
| Turn Over | 63% | % |
| Expense Ratio | 1.88 | 2.32 |
| Manager | Richard D'souza | Sandeep Tandon |
| ISIN Code | INF200K01BC0 | INF966L01DQ0 |
| Exits Load | SBI PSU Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 | Quant PSU Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 1 Month | 12.81% | 9.8% |
| 6 Month | -12.23% | -21.72% |
| 1 Year | 5.96% | -1.82% |
| 3 Year | 31.39% | - |
| 5 Year | 32.31% | - |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 6 Month | -2.49% | -6.27% |
| 1 Year | -12.66% | -23.65% |
| 3 Year | 29.89% | - |
| 5 Year | 30.53% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 1 Year | 5.96% | - |
| 3 Year | 6.2% | - |
| 5 Year | 5.31% | - |
Risk Management
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 20.5% | - |
| Sharp | 0.92% | - |
| Beta | 0.92% | - |
| Alpha | -2.42% | - |
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Fund Managers
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| Name | Richard D'souza | Sandeep Tandon |
| Total AUM | ₹1701 Cr | ₹0 Cr |
| Funds Managed | 2 | 11 |
| SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
Market Cap
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 5.46 | 29.47 |
| Mid Cap | 22.01 | 18.73 |
| Large Cap | 69.81 | 48.86 |
| Small Cap | 2.73 | 2.94 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 5.46 | 29.47 |
| Financial Services | 35.72 | 16.93 |
| Energy | 17.09 | 28.5 |
| Industrials | 11.13 | 14.26 |
| Utilities | 24.32 | 10.85 |
| Basic Materials | 6.29 | - |
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