ICICI Prudential PSU Equity Fund vs SBI PSU 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) | ₹2059 Cr | ₹5427 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 | 1.87 |
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 | -2.41% | -3.79% |
6 Month | 4.1% | 5.77% |
1 Year | -10.85% | -10.9% |
3 Year | - | 32.84% |
5 Year | - | 30.18% |
SIP Return Analysis
Scheme Name | ICICI Prudential PSU Equity Fund - Growth | SBI PSU Fund - Regular Plan -Growth |
---|---|---|
6 Month | 4.13% | 5.05% |
1 Year | 2.73% | 5.16% |
3 Year | - | 27.04% |
5 Year | - | 29.35% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential PSU Equity Fund - Growth | SBI PSU Fund - Regular Plan -Growth |
---|---|---|
1 Year | 47.74% | 4.28% |
3 Year | - | 6.57% |
5 Year | - | 5.67% |
Risk Management
Scheme Name | ICICI Prudential PSU Equity Fund - Growth | SBI PSU Fund - Regular Plan -Growth |
---|---|---|
Standard Deviation | - | 20.5% |
Sharp | - | 1.35% |
Beta | - | 0.91% |
Alpha | - | 0.47% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.66 |
Large Cap | 70.36 | 69.76 |
Mid Cap | 16.12 | 22.55 |
Small Cap | 4.81 | 3.03 |
Sector Allocation
Scheme Name |
ICICI Prudential PSU Equity Fund - Growth |
SBI PSU Fund - Regular Plan -Growth |
---|---|---|
Others | 8.71 | 4.66 |
Financial Services | 27.71 | 34.3 |
Energy | 24.37 | 15.13 |
Industrials | 8.38 | 12.97 |
Basic Materials | 4.77 | 5.37 |
Utilities | 26.07 | 27.57 |
Top Comparisons
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns17.9%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns19.61%
ICICI Prudential Gilt Fund - Growth
3Y Returns8.62%
SBI Magnum Gilt Fund - Growth - PF (Regular) Option
3Y Returns8.09%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns26.56%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns28.44%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns18.36%
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
3Y Returns7.83%