The average 1 year return of PSU Mutual Funds is 46.75 % for regular funds and 48.62 % for direct funds. The average 3 year return is 31.79 % for regular funds and 33.53 % for direct funds. The average 1 year SIP return is -5.0 % for regular funds and -3.68 % for direct funds. The average 3 year SIP return is 36.8 % for regular funds and 38.61 % for direct funds. The average Sharpe Ratio is 1.2 and the average Standard Deviation is 20.62%.
Find the best PSU Mutual Funds for October 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 | |
47.53% | 30.47% | 26.21% | 16.86% | 16.22% | 49.41% | 32.28% | 27.85% | 18.46% | 17.92% | 19.66% | -12.21% | -20.80% | -2.54% | 0.87 | 0.69 | 1.20 | |
| Sbi Psu Fund | |
49.49% | 33.03% | 23.52% | 13.06% | 11.85% | 51.20% | 34.52% | 24.74% | 14.14% | 12.75% | 21.69% | -9.88% | -22.26% | -4.32% | 0.97 | 0.69 | 1.18 | |
| Aditya Birla Sun Life Psu Equity Fund | |
41.12% | 31.87% | % | % | % | 43.02% | 33.79% | % | % | % | 20.50% | -11.13% | -19.63% | -3.93% | 0.94 | 0.74 | 1.22 |
Return Calculated On: 19 November 2024
Ratios Calculated On: 31 October 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 | 16,934.40 | 11,221.50 | 82,548.00 | 58,984.06 | ||||||||
| ICICI PRUDENTIAL PSU EQUITY FUND | 17,862.00 | 11,810.41 | ||||||||||
| Invesco India Psu Equity Fund | 17,703.60 | 11,792.09 | 79,959.60 | 60,852.89 | 192,108.00 | 134,002.50 | 250,000.80 | 216,699.42 | 539,460.00 | 358,482.84 | ||
| quant Psu Fund | ||||||||||||
| Sbi Psu Fund | 17,938.80 | 11,854.12 | 84,754.80 | 61,892.39 | 172,542.00 | 138,052.44 | 198,391.20 | 208,496.48 | 367,584.00 | 317,849.40 | ||
| 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 | 17,162.40 | 11,309.26 | 86,216.40 | 60,505.70 | ||||||||
| ICICI PRUDENTIAL PSU EQUITY FUND | 18,100.80 | 11,901.85 | ||||||||||
| Invesco India Psu Equity Fund | 17,929.20 | 11,882.28 | 83,325.60 | 62,365.43 | 204,990.00 | 139,712.76 | 274,999.20 | 229,253.98 | 623,880.00 | 389,675.76 | ||
| quant Psu Fund | ||||||||||||
| Sbi Psu Fund | 18,144.00 | 11,933.76 | 87,638.40 | 63,167.33 | 181,212.00 | 142,672.80 | 211,957.20 | 217,185.86 | 398,352.00 | 334,937.04 | ||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Psu Equity Fund |
-19.63 | -11.13 | -5.00 | 20.50 | 13.68 |
| Invesco India Psu Equity Fund |
-20.80 | -12.21 | -5.51 | 19.66 | 13.64 |
| Sbi Psu Fund |
-22.26 | -9.88 | -6.26 | 21.69 | 14.67 |
| 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 |
1.22
|
0.74
|
1.58
|
0.39
|
-3.93
|
0.94 |
0.90
|
|
2.60
|
-6.1207
|
| Invesco India Psu Equity Fund |
1.20
|
0.69
|
1.43
|
0.37
|
-2.54
|
0.87 |
0.83
|
|
2.58
|
-7.6370
|
| Sbi Psu Fund |
1.18
|
0.69
|
1.71
|
0.37
|
-4.32
|
0.97 |
0.85
|
|
2.55
|
-5.5415
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
0.06%
|
-3.51%
|
-6.87%
|
-11.63%
|
-9.34%
|
41.12%
|
31.87%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
-0.05%
|
-2.67%
|
-5.74%
|
-8.99%
|
-3.70%
|
48.85%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
0.05%
|
-2.93%
|
-7.34%
|
-10.68%
|
-6.88%
|
47.53%
|
30.47%
|
26.21%
|
16.86%
|
16.22%
|
%
|
| quant Psu Fund |
-0.21%
|
-2.80%
|
-9.78%
|
-15.86%
|
-11.87%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
0.06%
|
-2.75%
|
-5.84%
|
-9.62%
|
-6.70%
|
49.49%
|
33.03%
|
23.52%
|
13.06%
|
11.85%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
0.06%
|
-3.50%
|
-6.78%
|
-11.33%
|
-8.73%
|
43.02%
|
33.79%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
-0.05%
|
-2.68%
|
-5.65%
|
-8.69%
|
-3.04%
|
50.84%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
0.04%
|
-2.90%
|
-7.24%
|
-10.39%
|
-6.27%
|
49.41%
|
32.28%
|
27.85%
|
18.46%
|
17.92%
|
%
|
| quant Psu Fund |
-0.20%
|
-2.78%
|
-9.68%
|
-15.57%
|
-11.25%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
0.06%
|
-2.73%
|
-5.76%
|
-9.36%
|
-6.17%
|
51.20%
|
34.52%
|
24.74%
|
14.14%
|
12.75%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
-11.72%
|
34.76%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
-2.89%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
-3.17%
|
37.16%
|
32.77%
|
26.61%
|
20.73%
|
%
|
| quant Psu Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
-2.23%
|
38.47%
|
34.04%
|
25.51%
|
18.50%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
-10.42%
|
36.72%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
-1.50%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
-1.80%
|
39.06%
|
34.55%
|
28.20%
|
22.27%
|
%
|
| quant Psu Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
-1.01%
|
40.06%
|
35.45%
|
26.67%
|
19.47%
|
%
|