The average 1 year return of PSU Mutual Funds is 24.42 % for regular funds and 26.01 % for direct funds. The average 3 year return is 34.3 % for regular funds and 36.05 % for direct funds. The average 1 year SIP return is -1.75 % for regular funds and -0.45 % for direct funds. The average 3 year SIP return is 35.93 % for regular funds and 37.72 % 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 | |
27.89% | 33.73% | 27.03% | 16.91% | 16.41% | 29.56% | 35.57% | 28.70% | 18.51% | 18.11% | 19.03% | -10.72% | -19.21% | -1.25% | 0.86 | 0.83 | 1.37 | |
| Sbi Psu Fund | |
27.83% | 35.91% | 24.17% | 13.15% | 11.74% | 29.29% | 37.42% | 25.40% | 14.23% | 12.65% | 20.95% | -9.88% | -21.44% | -2.37% | 0.95 | 0.84 | 1.37 | |
| Aditya Birla Sun Life Psu Equity Fund | |
16.19% | 33.26% | % | % | % | 17.78% | 35.17% | % | % | % | 20.12% | -11.28% | -17.88% | -4.32% | 0.95 | 0.82 | 1.32 |
Return Calculated On: 27 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 | 13,942.80 | 11,382.82 | 85,197.60 | 57,670.20 | ||||||||
| ICICI PRUDENTIAL PSU EQUITY FUND | 15,091.20 | 12,007.14 | ||||||||||
| Invesco India Psu Equity Fund | 15,346.80 | 12,091.92 | 86,108.40 | 60,760.01 | 198,438.00 | 133,054.14 | 250,798.80 | 212,977.88 | 548,244.00 | 357,759.24 | 1,061,226.00 | 720,551.52 |
| quant Psu Fund | ||||||||||||
| Sbi Psu Fund | 15,339.60 | 12,053.26 | 90,370.80 | 61,248.31 | 177,078.00 | 136,955.82 | 199,407.60 | 204,845.93 | 364,104.00 | 316,523.76 | ||
| 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 | 14,133.60 | 11,468.52 | 88,909.20 | 59,140.48 | ||||||||
| ICICI PRUDENTIAL PSU EQUITY FUND | 15,288.00 | 12,094.73 | ||||||||||
| Invesco India Psu Equity Fund | 15,547.20 | 12,181.94 | 89,697.60 | 62,258.26 | 211,872.00 | 138,723.48 | 275,721.60 | 225,299.09 | 633,888.00 | 388,999.68 | ||
| quant Psu Fund | ||||||||||||
| Sbi Psu Fund | 15,514.80 | 12,130.68 | 93,423.60 | 62,504.03 | 186,078.00 | 141,573.54 | 213,192.00 | 213,430.06 | 394,884.00 | 333,753.36 | ||
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| quant Psu Fund |
-0.47%
|
-0.20%
|
-4.87%
|
-17.91%
|
-11.26%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Aditya Birla Sun Life PSU Equity Fund |
-0.91%
|
-0.32%
|
-4.95%
|
-13.25%
|
-10.38%
|
16.19%
|
33.26%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
-0.80%
|
-0.20%
|
-4.37%
|
-10.39%
|
-4.92%
|
25.76%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
-0.38%
|
-0.13%
|
-3.75%
|
-10.08%
|
-10.03%
|
27.89%
|
33.73%
|
27.03%
|
16.91%
|
16.41%
|
12.56%
|
| Sbi Psu Fund |
-0.99%
|
-0.57%
|
-3.97%
|
-9.86%
|
-5.76%
|
27.83%
|
35.91%
|
24.17%
|
13.15%
|
11.74%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
-0.90%
|
-0.29%
|
-4.82%
|
-12.96%
|
-9.79%
|
17.78%
|
35.17%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
-0.82%
|
-0.19%
|
-4.32%
|
-10.12%
|
-4.28%
|
27.40%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
-0.36%
|
-0.10%
|
-3.65%
|
-9.77%
|
-9.44%
|
29.56%
|
35.57%
|
28.70%
|
18.51%
|
18.11%
|
%
|
| quant Psu Fund |
-0.47%
|
-0.18%
|
-4.76%
|
-17.61%
|
-10.63%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
-0.99%
|
-0.55%
|
-3.88%
|
-9.61%
|
-5.23%
|
29.29%
|
37.42%
|
25.40%
|
14.23%
|
12.65%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
-9.36%
|
33.06%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
0.11%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
1.42%
|
37.05%
|
32.48%
|
26.12%
|
20.69%
|
16.78%
|
| quant Psu Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
0.82%
|
37.67%
|
33.71%
|
25.02%
|
18.43%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
-8.08%
|
34.98%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
1.46%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
2.81%
|
38.94%
|
34.26%
|
27.72%
|
22.24%
|
%
|
| quant Psu Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
2.02%
|
39.25%
|
35.13%
|
26.18%
|
19.41%
|
%
|