Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI PSU Fund vs Quant PSU Fund compare

Link copied to clipboard!

tortoise-icon SBI PSU Fund - Regular Plan -Growth

Invest Now

tortoise-icon Quant PSU Fund - Regular (G)

Invest Now

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 4.03% 3.53%
6 Month -2.65% -8.29%
1 Year -0.98% -7.53%
3 Year 31.91% -
5 Year 31.58% -

SIP Return Analysis

Scheme Name SBI PSU Fund - Regular Plan -Growth Quant PSU Fund - Regular (G)
6 Month 3.64% 0.79%
1 Year -5.13% -16.76%
3 Year 30.55% -
5 Year 30.69% -

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 0.99% -
Beta 0.92% -
Alpha -2.54% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 5.93 29.47
Mid Cap 22.94 18.73
Large Cap 68.23 48.86
Small Cap 2.9 2.94

Sector Allocation

Scheme Name

SBI PSU Fund - Regular Plan -Growth

Quant PSU Fund - Regular (G)

Others 5.93 29.47
Financial Services 35.9 16.93
Energy 17.02 28.5
Industrials 10.67 14.26
Utilities 24.13 10.85
Basic Materials 6.34 -

Top Comparisons

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns17.08%

VS

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

3Y Returns17.5%

Compare Now

ICICI Prudential Retirement Fund - Pure Equity - Growth Option ICICI Prudential Retirement Fund - Pure Equity - Growth Option

3Y Returns20.77%

VS

HDFC Retirement Savings Fund - Equity Plan - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option

3Y Returns19.03%

Compare Now

Axis Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth

3Y Returns17.48%

VS

Quant Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth

3Y Returns21.61%

Compare Now

SBI Contra Fund Regular Plan Growth SBI Contra Fund Regular Plan Growth

3Y Returns21.42%

VS

Invesco India Contra Fund - Growth Invesco India Contra Fund - Growth

3Y Returns20.16%

Compare Now
Add to Cart Successfully