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) | ₹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 | 3.78% | 4.87% |
6 Month | 0.94% | 1.96% |
1 Year | 1.04% | 0.16% |
3 Year | - | 35.65% |
5 Year | - | 32.78% |
SIP Return Analysis
Scheme Name | ICICI Prudential PSU Equity Fund - Growth | SBI PSU Fund - Regular Plan -Growth |
---|---|---|
6 Month | 0.76% | 1.96% |
1 Year | -9.24% | -7.86% |
3 Year | - | 27.14% |
5 Year | - | 28.69% |
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 | - | 1.05% |
Beta | - | 0.93% |
Alpha | - | -1.45% |
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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 | 2.17 |
Mid Cap | 19.83 | 22.59 |
Large Cap | 67.24 | 72.56 |
Small Cap | 4.23 | 2.68 |
Sector Allocation
Scheme Name |
ICICI Prudential PSU Equity Fund - Growth |
SBI PSU Fund - Regular Plan -Growth |
---|---|---|
Others | 8.71 | 2.17 |
Financial Services | 32.55 | - |
Energy | 23.24 | - |
Industrials | 7.43 | - |
Basic Materials | 3.1 | - |
Utilities | 24.98 | - |
Finance | - | 4.94 |
Banks | - | 23.54 |
Petroleum Products | - | 6.78 |
Insurance | - | 7.75 |
Gas | - | 14.99 |
Non - Ferrous Metals | - | 1.83 |
Oil | - | 4.89 |
Aerospace & Defense | - | 8.54 |
Construction | - | 1.07 |
Consumable Fuels | - | 2.29 |
Minerals & Mining | - | 4.01 |
Power | - | 17.2 |
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