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SBI PSU Fund vs Quant 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) ₹5521 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 4.34% 3.31%
6 Month 9.21% 4.59%
1 Year 6.04% -4.09%
3 Year 30.32% -
5 Year 33.5% -

SIP Return Analysis

Scheme Name SBI PSU Fund - Regular Plan -Growth Quant PSU Fund - Regular (G)
6 Month 1.86% 0.4%
1 Year 11.59% 4.13%
3 Year 21.44% -
5 Year 26.15% -

Rolling Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Quant PSU Fund - Regular (G)
1 Year 3.36% -10.25%
3 Year 6.66% -
5 Year 5.75% -

Risk Management

Scheme Name SBI PSU Fund - Regular Plan -Growth Quant PSU Fund - Regular (G)
Standard Deviation 21.76% -
Sharp 1.04% -
Beta 0.94% -
Alpha -1.18% -

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 2.18 23.07
Mid Cap 25.19 15.61
Large Cap 70.02 56.85
Small Cap 2.6 4.47

Sector Allocation

Scheme Name

SBI PSU Fund - Regular Plan -Growth

Quant PSU Fund - Regular (G)
Others 2.18 23.07
Financial Services 36.21 36.86
Energy 13.58 24.15
Utilities 29.89 3.71
Basic Materials 5.79 -
Industrials 12.34 12.21
Technology - 0

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