Quant PSU Fund vs SBI PSU Fund compare

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SBI PSU Fund - Regular Plan -Growth

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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)	₹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

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%	-

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%	-

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%	-

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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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)

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

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