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

22 Jan 21 | 12:00 AM

9.43 -0.18 (-1.85%)

  • Underperforms

    -8.85%

    Return (1Y)

    underperformed by -1.15%

  • Less Volatile

    1.77%

    Standard Deviation (1Y)

    Lower than by -1.01%

  • Not so consistent

    5/12

    Months

    Has beaten

  • Value research rating

    Not Rated

Scheme Trivia

  • 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 4th best in the 3Y SIP performance in the Equity - Diversified category

  • SBI PSU Fund (G) fund has been the 4th best in the 1Y SIP 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 its benchmark, by -1.15% (CAGR difference)

-8.85%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of SBI PSU Fund (G),is Lower than its benchmark, by -1.01%

1.77%

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 has beaten its benchmark,

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 1 Stocks beating the benchmark 21 Stocks not beating the benchmark

View Stock Composition