- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Quant PSU Fund vs SBI 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 | Very High |
| Asset Size (Cr) | ₹5763 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 | 1.87 | 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 | 3.9% | 2.79% |
| 6 Month | 6.38% | -1.03% |
| 1 Year | 11.78% | -0.45% |
| 3 Year | 29% | - |
| 5 Year | 29.41% | - |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 6 Month | 6.96% | 3.76% |
| 1 Year | 24% | 11.22% |
| 3 Year | 22.96% | - |
| 5 Year | 26.83% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 1 Year | 3.32% | -10.25% |
| 3 Year | 6.86% | - |
| 5 Year | 5.95% | - |
Risk Management
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 20.5% | - |
| Sharp | 0.98% | - |
| Beta | 0.93% | - |
| Alpha | -2.4% | - |
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 |
| Funds Managed | 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 | 3.96 | 31.03 |
| Mid Cap | 21.4 | 22.01 |
| Large Cap | 68.62 | 36.45 |
| Small Cap | 6.02 | 10.52 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 3.96 | 31.03 |
| Finance | 2.43 | 20.41 |
| Banks | 26.07 | - |
| Petroleum Products | 7.24 | - |
| Insurance | 6.32 | 8.8 |
| Gas | 13.67 | - |
| Non - Ferrous Metals | 2.26 | - |
| Oil | 4.22 | - |
| Capital Markets | 1.88 | - |
| Electrical Equipment | 2.02 | - |
| Aerospace & Defense | 9.27 | 11.54 |
| Construction | 1.09 | 4.59 |
| Minerals & Mining | 3.58 | 8.8 |
| Power | 15.99 | 8.66 |
| Metals & Minerals Trading | - | 6.18 |
Top Comparisons
ICICI Prudential Dividend Yield Equity Fund Growth Option
3Y Returns23.85%
HDFC Dividend Yield Fund - Growth Plan
3Y Returns18.57%
Bandhan Short Duration Fund - Regular Plan - Growth
3Y Returns7.36%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.04%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns20.49%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns17.3%
