SBI PSU Fund vs Quant 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)	₹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	4.52%	-4.66%
6 Month	10.65%	-3.94%
1 Year	20.61%	-0.62%
3 Year	31.65%	-
5 Year	30.59%	-

SIP Return Analysis

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Quant PSU Fund - Regular (G)
6 Month	3.46%	1.21%
1 Year	16.61%	6.45%
3 Year	20.05%	-
5 Year	25.36%	-

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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Compare Mutual Funds

Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation