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Quant PSU Fund vs SBI PSU Fund compare

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tortoise-icon SBI PSU Fund - Regular Plan -Growth

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tortoise-icon Quant PSU Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5817 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 0.03% -8.68%
6 Month 3.24% -11.69%
1 Year 13.39% -8.23%
3 Year 27.42% -
5 Year 28.74% -

SIP Return Analysis

Scheme Name SBI PSU Fund - Regular Plan -Growth Quant PSU Fund - Regular (G)
6 Month 2.49% -8.76%
1 Year 11.63% -16.24%
3 Year 20% -
5 Year 25.37% -

Rolling Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Quant PSU Fund - Regular (G)
1 Year 3.52% -8.79%
3 Year 6.88% -
5 Year 5.97% -

Risk Management

Scheme Name SBI PSU Fund - Regular Plan -Growth Quant PSU Fund - Regular (G)
Standard Deviation 20.5% -
Sharp 1.01% -
Beta 0.93% -
Alpha -2.45% -

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 4.82 31.17
Mid Cap 23.73 22.01
Large Cap 68.95 36.32
Small Cap 2.5 10.51

Sector Allocation

Scheme Name

SBI PSU Fund - Regular Plan -Growth

Quant PSU Fund - Regular (G)
Others 2.89 31.17
Financial Services 35.24 29.2
Energy 13.87 11.97
Utilities 29.32 8.66
Basic Materials 6.69 2.87
Industrials 12 16.13

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