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) | ₹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 | 4.49% | 5.35% |
6 Month | 2.83% | -0.76% |
1 Year | 0.75% | -5.74% |
3 Year | 35.34% | - |
5 Year | 32.98% | - |
SIP Return Analysis
Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
---|---|---|
6 Month | 7.19% | 5.13% |
1 Year | 2.15% | -8.53% |
3 Year | 30.93% | - |
5 Year | 30.84% | - |
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 | 1.05% | - |
Beta | 0.93% | - |
Alpha | -1.45% | - |
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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 |
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 | 2.17 | 29.47 |
Mid Cap | 22.59 | 18.73 |
Large Cap | 72.56 | 48.86 |
Small Cap | 2.68 | 2.94 |
Sector Allocation
Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Quant PSU Fund - Regular (G) |
---|---|---|
Others | 2.17 | 29.47 |
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 | - |
Energy | - | 28.5 |
Financial Services | - | 16.93 |
Industrials | - | 14.26 |
Utilities | - | 10.85 |
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