SBI PSU Fund (G) Equity - Diversified

Plan: OPEN | Option: Growth | Richard D'souza

25 Apr 24 | 12:00 AM

30.92 0.53 (1.74%)

  • Underperforms

    96.23%

    Return (1Y)

    underperformed S&P BSE PSU TRI by -8.30%

  • Less Volatile

    1.29%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.20%

  • Not so consistent

    5/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • SBI PSU Fund (G) fund has been the 2nd best in 5Y performance in the Equity - Diversified category

  • SBI PSU Fund (G) fund has been the 2nd best in the 5Y SIP performance in the Equity - Diversified category

  • SBI PSU Fund (G) fund has been the 2nd best in 3Y performance in the Equity - Diversified category

Critical Parameters

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Returns

In last 1 year SBI PSU Fund (G), has beaten by -8.30% (CAGR difference)

96.23%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of SBI PSU Fund (G) is Lower than by -0.20%

1.29%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition