SBI PSU Fund vs Quant PSU Fund compare

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tortoise-icon SBI PSU Fund - Regular Plan -Growth

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tortoise-icon Quant PSU Fund - Regular (G)

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Chart Comparison

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

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) ₹3700 Cr ₹884 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 07 Jul 2010 20 Feb 2024
Category PSU Themes PSU Themes
Fund Type Open Ended Open Ended
Benchmark BSE PSU BSE PSU
Turn Over 63% %
Expense Ratio 1.92 2.24
Manager Richard D'souza Sandeep Tandon
ISIN Code INF200K01BC0 INF966L01DQ0
Exits Load Exit load of 0.50% if redeemed within 30 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Quant PSU Fund - Regular (G)
1 Month -7.78% -12.89%
6 Month -4.27% -10.1%
1 Year 48.11% -
3 Year 32.48% -
5 Year 23.26% -

SIP Return Analysis

Scheme Name SBI PSU Fund - Regular Plan -Growth Quant PSU Fund - Regular (G)
6 Month - -
1 Year 24.69% -
3 Year 43.2% -
5 Year 36.24% -

Rolling Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Quant PSU Fund - Regular (G)
1 Year 5.2% -
3 Year 5.96% -
5 Year 5.16% -

Risk Management

Scheme Name SBI PSU Fund - Regular Plan -Growth Quant PSU Fund - Regular (G)
Standard Deviation 20.5% -
Sharp 1.21% -
Beta 0.97% -
Alpha -6.89% -

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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
Fund Manage 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 11.39 26.55
Large Cap 42.85 48.06
Small Cap 20.45 2.81
Mid Cap 25.31 22.6

Sector Allocation

Scheme Name

SBI PSU Fund - Regular Plan -Growth

Quant PSU Fund - Regular (G)

Others 10.09 26.55
Financial 25.69 -
Services 2.07 -
Capital Goods 9.19 -
Energy 26.61 -
Insurance 4.19 9.33
Metals & Mining 13.06 -
Construction 4.7 -
Materials 4.4 -
Petroleum Products - 20.63
Transport Services - 7.52
Ferrous Metals - 7.9
Gas - 0.91
Diversified FMCG - 8.97
Oil - 1.82
Commercial Services & Supplies - 1.7
Leisure Services - 4.02
Engineering Services - 1.11
Power - 9.56

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