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SBI PSU Fund vs ICICI Prudential PSU Equity Fund compare

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tortoise-icon ICICI Prudential PSU Equity Fund - Growth

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tortoise-icon SBI PSU Fund - Regular Plan -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 5.81% 5.78%
6 Month -1.31% -0.78%
1 Year 4.99% 4.27%
3 Year - 30.5%
5 Year - 31.28%

SIP Return Analysis

Scheme Name ICICI Prudential PSU Equity Fund - Growth SBI PSU Fund - Regular Plan -Growth
6 Month 3.16% 3.05%
1 Year -3.9% -4.99%
3 Year - 30.76%
5 Year - 30.88%

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 - 0.99%
Beta - 0.92%
Alpha - -2.54%

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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 5.93
Mid Cap 19.83 22.94
Large Cap 67.24 68.23
Small Cap 4.23 2.9

Sector Allocation

Scheme Name

ICICI Prudential PSU Equity Fund - Growth

SBI PSU Fund - Regular Plan -Growth

Others 8.71 5.93
Financial Services 32.55 35.9
Energy 23.24 17.02
Industrials 7.43 10.67
Basic Materials 3.1 6.34
Utilities 24.98 24.13

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