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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 | 3.08% | 1.9% |
| 6 Month | 6.79% | 0.26% |
| 1 Year | 12.07% | 1.1% |
| 3 Year | 28.79% | - |
| 5 Year | 29.61% | - |
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 |
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