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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) ₹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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