SBI PSU Fund vs ICICI Prudential PSU Equity 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 | 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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