-
Mutual Funds
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Compare Mutual Funds
Comparing Aditya Birla Sun Life PSU Equity Fund vs SBI PSU 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
- ₹5,035 Crs
- 3 months
- 13.1%
- 13.06%
- 6 months
- 1.73%
- 2.02%
- 1 year
- -7.9%
- -2.98%
- 3 year
- 36.91%
- 40.97%
- 5 year
- 32.06%
- 32.25%
- Standard Deviation
- 22.36
- 22.76
- Sharpe
- 1.07
- 1.21
- Beta
- 0.97
- 0.97
- Sortino
- 1.95
- 2.21
- Alpha
- -2.99
- 0.37
- Top 3 sectors
- Energy (41.6%)
- Financial (31.959999999999997%)
- Capital Goods (10.629999999999999%)
- Energy (44.76%)
- Financial (28.02%)
- Capital Goods (8.47%)
- 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%)
- State Bank of India (13.43%)
- GAIL (India) Ltd. (9.67%)
- Power Grid Corporation Of India Ltd. (9.24%)
- NTPC Ltd. (8.55%)
- Bharat Electronics Ltd. (8.47%)
- Equity%
- 96.77737706%
- 96.3%
- Debt%
- 0.0%
- 0.1%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 1.79%
- 0.81%
- Exit Load
- 1.0% know more
- 0.5% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- BSE PSU TRI
- BSE PSU TRI
- Min. Investment
- NA
- SIP ₹500 & Lumpsum ₹5000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Dhaval Gala
- Rohit Shimpi
