- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹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 | 3.64% | 3.88% |
| 6 Month | -1.92% | -3.47% |
| 1 Year | -2.53% | -9.82% |
| 3 Year | 36.12% | - |
| 5 Year | 31.24% | - |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 6 Month | 10.23% | 8.44% |
| 1 Year | 6.39% | -2.98% |
| 3 Year | 29.78% | - |
| 5 Year | 30.31% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| 1 Year | 5.13% | -6.19% |
| 3 Year | 6.43% | - |
| 5 Year | 5.49% | - |
Risk Management
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Quant PSU Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 20.5% | - |
| Sharp | 1.17% | - |
| Beta | 0.92% | - |
| Alpha | -0.15% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.7 | 29.47 |
| Mid Cap | 21.65 | 18.73 |
| Large Cap | 71.8 | 48.86 |
| Small Cap | 2.85 | 2.94 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Quant PSU Fund - Regular (G) |
|---|---|---|
| Others | 3.7 | 29.47 |
| Finance | 4.63 | - |
| Banks | 23.39 | - |
| Petroleum Products | 7.14 | - |
| Insurance | 7.58 | - |
| Gas | 15.01 | - |
| Non - Ferrous Metals | 1.55 | - |
| Oil | 4.82 | - |
| Aerospace & Defense | 8.47 | - |
| Construction | 1.14 | - |
| Consumable Fuels | 1.19 | - |
| Minerals & Mining | 3.59 | - |
| Power | 17.79 | - |
| Energy | - | 28.5 |
| Financial Services | - | 16.93 |
| Industrials | - | 14.26 |
| Utilities | - | 10.85 |
Top Comparisons
HDFC Gilt Fund - Growth Plan
3Y Returns8.03%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns7.93%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns26.6%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns15.71%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns17.56%
PGIM India Small Cap Fund - Regular Plan - Growth Option
3Y Returns17.56%
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
3Y Returns0%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns13.17%
