The average 1 year return of PSU Mutual Funds is 41.98 % for regular funds and 43.76 % for direct funds. The average 3 year return is 34.88 % for regular funds and 36.65 % for direct funds. The average 1 year SIP return is 10.04 % for regular funds and 11.49 % for direct funds. The average 3 year SIP return is 39.82 % for regular funds and 41.64 % for direct funds. The average Sharpe Ratio is 1.35 and the average Standard Deviation is 20.03%.
Find the best PSU Mutual Funds for November 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Psu Equity Fund | |
44.49% | 33.91% | 27.82% | 17.99% | 16.64% | 46.34% | 35.75% | 29.50% | 19.61% | 18.35% | 19.03% | -10.72% | -19.21% | -1.25% | 0.86 | 0.83 | 1.37 | |
| Sbi Psu Fund | |
45.51% | 36.48% | 25.16% | 14.13% | 12.17% | 47.16% | 38.01% | 26.40% | 15.22% | 13.08% | 20.95% | -9.88% | -21.44% | -2.37% | 0.95 | 0.84 | 1.37 | |
| Aditya Birla Sun Life Psu Equity Fund | |
34.81% | 34.26% | % | % | % | 36.59% | 36.19% | % | % | % | 20.12% | -11.28% | -17.88% | -4.32% | 0.95 | 0.82 | 1.32 |
Return Calculated On: 02 December 2024
Ratios Calculated On: 29 November 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life PSU Equity Fund | 16,177.20 | 12,152.56 | 87,127.20 | 61,146.22 | ||||||||
| ICICI PRUDENTIAL PSU EQUITY FUND | 17,173.20 | 12,805.01 | ||||||||||
| Invesco India Psu Equity Fund | 17,338.80 | 12,827.54 | 86,439.60 | 63,604.91 | 204,696.00 | 139,249.80 | 267,430.80 | 225,414.00 | 559,200.00 | 375,930.72 | 1,117,854.00 | 744,854.94 |
| quant Psu Fund | ||||||||||||
| Sbi Psu Fund | 17,461.20 | 12,777.26 | 91,526.40 | 64,159.78 | 184,314.00 | 143,125.86 | 211,915.20 | 216,419.20 | 378,540.00 | 332,487.84 | ||
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Aditya Birla Sun Life PSU Equity Fund | 16,390.80 | 12,243.97 | 90,932.40 | 62,695.44 | ||||||||
| ICICI PRUDENTIAL PSU EQUITY FUND | 17,395.20 | 12,898.34 | ||||||||||
| Invesco India Psu Equity Fund | 17,560.80 | 12,924.50 | 90,061.20 | 65,172.42 | 218,544.00 | 145,185.30 | 294,235.20 | 238,484.90 | 647,196.00 | 408,694.32 | ||
| quant Psu Fund | ||||||||||||
| Sbi Psu Fund | 17,659.20 | 12,860.69 | 94,629.60 | 65,470.32 | 193,626.00 | 147,920.10 | 226,464.00 | 225,458.77 | 410,328.00 | 350,453.04 | ||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Psu Equity Fund |
-17.88 | -11.28 | -4.54 | 20.12 | 13.35 |
| Invesco India Psu Equity Fund |
-19.21 | -10.72 | -4.69 | 19.03 | 13.09 |
| Sbi Psu Fund |
-21.44 | -9.88 | -6.11 | 20.95 | 14.01 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Psu Equity Fund |
1.32
|
0.82
|
1.65
|
0.39
|
-4.32
|
0.95 |
0.90
|
|
2.70
|
-6.5300
|
| Invesco India Psu Equity Fund |
1.37
|
0.83
|
1.66
|
0.37
|
-1.25
|
0.86 |
0.82
|
|
2.76
|
-7.1300
|
| Sbi Psu Fund |
1.37
|
0.84
|
1.87
|
0.37
|
-2.37
|
0.95 |
0.84
|
|
2.76
|
-4.3300
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
-0.15%
|
0.67%
|
0.12%
|
-8.96%
|
-10.50%
|
34.81%
|
34.26%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
-0.05%
|
0.38%
|
0.38%
|
-6.49%
|
-4.79%
|
43.11%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
0.03%
|
1.40%
|
0.79%
|
-7.39%
|
-9.85%
|
44.49%
|
33.91%
|
27.82%
|
17.99%
|
16.64%
|
12.95%
|
| quant Psu Fund |
0.02%
|
1.28%
|
-0.03%
|
-13.17%
|
-10.17%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
-0.11%
|
0.18%
|
1.28%
|
-6.45%
|
-6.57%
|
45.51%
|
36.48%
|
25.16%
|
14.13%
|
12.17%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
-0.14%
|
0.70%
|
0.22%
|
-8.67%
|
-9.93%
|
36.59%
|
36.19%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
-0.05%
|
0.37%
|
0.47%
|
-6.22%
|
-4.22%
|
44.96%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
0.05%
|
1.42%
|
0.89%
|
-7.08%
|
-9.25%
|
46.34%
|
35.75%
|
29.50%
|
19.61%
|
18.35%
|
%
|
| quant Psu Fund |
0.03%
|
1.31%
|
0.08%
|
-12.86%
|
-9.54%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
-0.10%
|
0.20%
|
1.37%
|
-6.19%
|
-6.04%
|
47.16%
|
38.01%
|
26.40%
|
15.22%
|
13.08%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
2.36%
|
37.55%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
12.63%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
12.99%
|
40.62%
|
34.42%
|
27.74%
|
21.61%
|
17.16%
|
| quant Psu Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
12.18%
|
41.30%
|
35.60%
|
26.58%
|
19.34%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
3.78%
|
39.49%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
14.12%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
14.54%
|
42.53%
|
36.22%
|
29.34%
|
23.15%
|
%
|
| quant Psu Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
13.52%
|
42.89%
|
37.02%
|
27.74%
|
20.31%
|
%
|