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Compare Mutual Funds
Comparing Aditya Birla Sun Life PSU Equity Fund vs Invesco India PSU Equity FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - thematic-psu, equity
- thematic-psu, equity
- Fund Age
- 5 yrs 6 m
- 12 yrs 5 m
- Fund Size
- ₹5,391 Crs
- ₹1,394 Crs
- 3 months
- 13.46%
- 19.68%
- 6 months
- 2.36%
- 3.22%
- 1 year
- -6.74%
- -5.45%
- 3 year
- 38.83%
- 42.28%
- 5 year
- 34.16%
- 31.16%
- Standard Deviation
- 22.39
- 22.97
- Sharpe
- 1.14
- 1.24
- Beta
- 0.97
- 0.97
- Sortino
- 2.07
- 2.15
- Alpha
- -1.62
- 1.39
- Top 3 sectors
- Energy (41.6%)
- Financial (31.959999999999997%)
- Capital Goods (10.629999999999999%)
- Energy (43.68%)
- Capital Goods (27.669999999999998%)
- Financial (17.79%)
- Top 5 holdings
- State Bank of India (12.95%)
- NTPC Ltd. (8.68%)
- Power Grid Corporation Of India Ltd. (8.19%)
- Oil And Natural Gas Corporation Ltd. (5.56%)
- PNB Housing Finance Ltd. (5.34%)
- Bharat Electronics Ltd. (8.77%)
- State Bank of India (7.95%)
- Bharat Petroleum Corporation Ltd. (7.87%)
- Hindustan Aeronautics Ltd. (7.62%)
- Power Grid Corporation Of India Ltd. (7.48%)
- Equity%
- 96.77737706%
- 97.53%
- Debt%
- 0.0%
- 0.0%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 0.53%
- 0.94%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- BSE PSU TRI
- BSE PSU TRI
- Min. Investment
- SIP ₹500 & Lumpsum ₹500
- SIP ₹500 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Dhaval Gala
- Dhimant Kothari
