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SBI PSU Fund vs Quant 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) | ₹5179 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 | 3.18% | 1.87% |
| 6 Month | 15.67% | 9.4% |
| 1 Year | -1.66% | -16.26% |
| 3 Year | 29.72% | - |
| 5 Year | 31.01% | - |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.36% | -2.08% |
| 1 Year | 7.52% | -4.59% |
| 3 Year | 23.41% | - |
| 5 Year | 26.97% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 1 Year | 4.28% | -8.7% |
| 3 Year | 6.57% | - |
| 5 Year | 5.67% | - |
Risk Management
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 20.5% | - |
| Sharp | 0.99% | - |
| Beta | 0.92% | - |
| Alpha | -1.88% | - |
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 | 3.77 | 15.48 |
| Mid Cap | 23.25 | 19.07 |
| Large Cap | 70.28 | 60.86 |
| Small Cap | 2.71 | 4.59 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 3.77 | 15.48 |
| Financial Services | 36.11 | 35.21 |
| Energy | 13.5 | 32.92 |
| Utilities | 29.04 | 3.51 |
| Basic Materials | 5.5 | - |
| Industrials | 12.09 | 11.87 |
| Technology | - | 1.01 |
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