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SBI PSU Fund (G) Equity - Diversified
INVEST

Plan: OPEN | Option: Growth | Rohit Shimpi

25 Jul 24 | 12:00 AM

33.93 0.26 (0.77%)

  • Underperforms

    86.12%

    Return (1Y)

    underperformed BSE PSU TRI by -22.10%

  • Less Volatile

    1.76%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.07%

  • Inconsistent

    3/8

    Months

    Has underperformed 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 4th 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

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year SBI PSU Fund (G), has underperformed by -22.10% (CAGR difference)

86.12%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

01 Sep 2023

Risk

In last 1 year , the volatility of SBI PSU Fund (G) is Lower than by -0.07%

1.76%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 8 Months, i.e 37.5% of the times It underperformed 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