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SBI PSU Fund vs ICICI Prudential PSU Equity Fund compare

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tortoise-icon ICICI Prudential PSU Equity Fund - Growth

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tortoise-icon SBI PSU Fund - Regular Plan -Growth

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Chart Comparison

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

Overview

Scheme Name ICICI Prudential PSU Equity Fund - Growth SBI PSU Fund - Regular Plan -Growth
Fund ICICI Prudential PSU Equity Fund - Growth SBI PSU Fund - Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2059 Cr ₹5427 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Sep 2022 12 Jul 2010
Category PSU Themes PSU Themes
Fund Type Open Ended Open Ended
Benchmark BSE PSU BSE PSU TRI
Turn Over 20% 63%
Expense Ratio 2.06 1.87
Manager Mittul Kalawadia Richard D'souza
ISIN Code INF109KC19H2 INF200K01BC0
Exits Load Data not available./365 SBI PSU Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential PSU Equity Fund - Growth SBI PSU Fund - Regular Plan -Growth
1 Month -1.24% -1.57%
6 Month 8.42% 10.15%
1 Year -5.65% -6.4%
3 Year - 36.6%
5 Year - 30.45%

SIP Return Analysis

Scheme Name ICICI Prudential PSU Equity Fund - Growth SBI PSU Fund - Regular Plan -Growth
6 Month 7.46% 8.64%
1 Year 6.18% 8.73%
3 Year - 28.34%
5 Year - 29.77%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential PSU Equity Fund - Growth SBI PSU Fund - Regular Plan -Growth
1 Year 55.22% 5.13%
3 Year - 6.43%
5 Year - 5.49%

Risk Management

Scheme Name ICICI Prudential PSU Equity Fund - Growth SBI PSU Fund - Regular Plan -Growth
Standard Deviation - 22.09%
Sharp - 1.31%
Beta - 0.96%
Alpha - -0.07%

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Fund Managers

Scheme Name ICICI Prudential PSU Equity Fund - Growth SBI PSU Fund - Regular Plan -Growth
Name Mittul Kalawadia Richard D'souza
Total AUM ₹45730 Cr ₹1701 Cr
Funds Managed 5 2
ICICI Prudential PSU Equity Fund - Growth SBI PSU Fund - Regular Plan -Growth

Market Cap

Scheme Name

ICICI Prudential PSU Equity Fund - Growth

SBI PSU Fund - Regular Plan -Growth

Others 9.44 4.6
Large Cap 69.4 70.62
Mid Cap 16.18 21.73
Small Cap 4.98 3.05

Sector Allocation

Scheme Name

ICICI Prudential PSU Equity Fund - Growth

SBI PSU Fund - Regular Plan -Growth

Others 9.44 4.6
Financial Services 28.73 35.24
Energy 22.88 15.29
Industrials 9.1 11.32
Basic Materials 4.69 5.49
Utilities 25.16 28.05

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