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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 | 10.05% | 7.9% |
| 6 Month | -6.39% | -14.92% |
| 1 Year | 3% | -4.67% |
| 3 Year | 29.3% | - |
| 5 Year | 29.93% | - |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 6 Month | -0.52% | -4.03% |
| 1 Year | -11.76% | -23.33% |
| 3 Year | 27.62% | - |
| 5 Year | 28.8% | - |
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 | 0.99% | - |
| Beta | 0.92% | - |
| Alpha | -2.54% | - |
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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 | 5.93 | 29.47 |
| Mid Cap | 22.94 | 18.73 |
| Large Cap | 68.23 | 48.86 |
| Small Cap | 2.9 | 2.94 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 5.93 | 29.47 |
| Financial Services | 35.9 | 16.93 |
| Energy | 17.02 | 28.5 |
| Industrials | 10.67 | 14.26 |
| Utilities | 24.13 | 10.85 |
| Basic Materials | 6.34 | - |
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