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SBI PSU Fund vs Quant 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 Risk | Very High Risk |
| 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 | -6.23% | -7.22% |
| 6 Month | -18.22% | -23.87% |
| 1 Year | -3.18% | -5.94% |
| 3 Year | 29.51% | - |
| 5 Year | 21.94% | - |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -18.73% | - |
| 3 Year | 27.15% | - |
| 5 Year | 28.63% | - |
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 | 1.03% | - |
| Beta | 0.94% | - |
| Alpha | -4.37% | - |
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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 | 3.38 | 26.55 |
| Mid Cap | 20.84 | 22.6 |
| Large Cap | 72.65 | 48.06 |
| Small Cap | 3.13 | 2.81 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 3.38 | 26.55 |
| Finance | 3.88 | - |
| Banks | 24.56 | - |
| Petroleum Products | 7.56 | 20.63 |
| Aerospace & Defense | 9.49 | - |
| Insurance | 8.32 | 9.33 |
| Gas | 13 | 0.91 |
| Non - Ferrous Metals | 2.54 | - |
| Oil | 4.49 | 1.82 |
| Construction | 1.39 | - |
| Consumable Fuels | 2.78 | - |
| Minerals & Mining | 4.61 | - |
| Power | 14 | 9.56 |
| Transport Services | - | 7.52 |
| Ferrous Metals | - | 7.9 |
| Diversified FMCG | - | 8.97 |
| Commercial Services & Supplies | - | 1.7 |
| Leisure Services | - | 4.02 |
| Engineering Services | - | 1.11 |
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