The average 1 year return of PSU Mutual Funds is 68.56 % for regular funds and 70.73 % for direct funds. The average 3 year return is 33.02 % for regular funds and 34.78 % for direct funds. The average 1 year SIP return is 13.45 % for regular funds and 14.98 % for direct funds. The average 3 year SIP return is 43.47 % for regular funds and 45.33 % for direct funds. The average Sharpe Ratio is 1.43 and the average Standard Deviation is 19.7%.
Find the best PSU Mutual Funds for September 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 | |
70.63% | 31.87% | 28.88% | 18.58% | 17.73% | 72.82% | 33.71% | 30.56% | 20.21% | 19.47% | 18.80% | -10.72% | -16.99% | -3.59% | 0.88 | 0.88 | 1.42 | |
| Sbi Psu Fund | |
71.77% | 33.97% | 25.92% | 14.38% | 12.72% | 73.72% | 35.47% | 27.15% | 15.46% | 13.62% | 20.80% | -9.88% | -20.81% | -5.39% | 0.99 | 0.87 | 1.41 | |
| Aditya Birla Sun Life Psu Equity Fund | |
63.95% | 33.20% | % | % | % | 66.23% | 35.17% | % | % | % | 19.50% | -11.13% | -14.39% | -4.86% | 0.96 | 0.97 | 1.46 |
Return Calculated On: 21 October 2024
Ratios Calculated On: 30 September 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 | 19,674.00 | 12,440.81 | 85,086.00 | 64,452.13 | ||||||||
| ICICI PRUDENTIAL PSU EQUITY FUND | 20,145.60 | 12,915.52 | ||||||||||
| Invesco India Psu Equity Fund | 20,475.60 | 13,083.14 | 82,562.40 | 66,575.02 | 213,360.00 | 146,860.80 | 276,948.00 | 235,945.25 | 613,944.00 | 394,427.76 | ||
| quant Psu Fund | ||||||||||||
| Sbi Psu Fund | 20,612.40 | 12,982.21 | 86,558.40 | 66,838.86 | 189,954.00 | 148,662.96 | 215,140.80 | 222,968.26 | 397,416.00 | 342,717.72 | ||
| 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 | 19,947.60 | 12,538.22 | 88,905.60 | 66,108.67 | ||||||||
| ICICI PRUDENTIAL PSU EQUITY FUND | 20,419.20 | 13,016.98 | ||||||||||
| Invesco India Psu Equity Fund | 20,738.40 | 13,182.02 | 86,050.80 | 68,219.78 | 227,610.00 | 153,096.36 | 304,676.40 | 249,553.16 | 710,844.00 | 428,811.84 | ||
| quant Psu Fund | ||||||||||||
| Sbi Psu Fund | 20,846.40 | 13,068.13 | 89,496.00 | 68,204.45 | 199,416.00 | 153,586.56 | 229,731.60 | 232,161.30 | 430,428.00 | 361,013.28 | ||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Psu Equity Fund |
-14.39 | -11.13 | -4.11 | 19.50 | 12.72 |
| Invesco India Psu Equity Fund |
-16.99 | -10.72 | -4.48 | 18.80 | 12.88 |
| Sbi Psu Fund |
-20.81 | -9.88 | -5.28 | 20.80 | 13.89 |
| 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 |
1.46
|
0.97
|
1.76
|
0.40
|
-4.86
|
0.96 |
0.89
|
|
2.79
|
-6.7247
|
| Invesco India Psu Equity Fund |
1.42
|
0.88
|
1.71
|
0.37
|
-3.59
|
0.88 |
0.82
|
|
2.74
|
-8.6265
|
| Sbi Psu Fund |
1.41
|
0.87
|
1.91
|
0.38
|
-5.39
|
0.99 |
0.84
|
|
2.72
|
-5.9487
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
-1.27%
|
-2.45%
|
-3.91%
|
-5.60%
|
4.01%
|
63.95%
|
33.20%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
-1.12%
|
-1.44%
|
-2.61%
|
-2.92%
|
9.75%
|
67.88%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
-1.19%
|
-1.09%
|
-1.66%
|
-5.67%
|
13.68%
|
70.63%
|
31.87%
|
28.88%
|
18.58%
|
17.73%
|
%
|
| quant Psu Fund |
-1.72%
|
-2.70%
|
-4.14%
|
-7.76%
|
10.63%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
-1.15%
|
-1.76%
|
-1.49%
|
-3.99%
|
9.16%
|
71.77%
|
33.97%
|
25.92%
|
14.38%
|
12.72%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
-1.25%
|
-2.42%
|
-3.82%
|
-5.30%
|
4.72%
|
66.23%
|
35.17%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
-1.08%
|
-1.39%
|
-2.49%
|
-2.62%
|
10.52%
|
70.16%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
-1.18%
|
-1.05%
|
-1.55%
|
-5.35%
|
14.41%
|
72.82%
|
33.71%
|
30.56%
|
20.21%
|
19.47%
|
%
|
| quant Psu Fund |
-1.70%
|
-2.67%
|
-4.04%
|
-7.44%
|
11.42%
|
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
-1.14%
|
-1.73%
|
-1.41%
|
-3.72%
|
9.78%
|
73.72%
|
35.47%
|
27.15%
|
15.46%
|
13.62%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
6.86%
|
41.66%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
14.39%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
17.09%
|
44.22%
|
36.71%
|
29.03%
|
22.50%
|
%
|
| quant Psu Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
15.46%
|
44.54%
|
37.24%
|
27.43%
|
19.90%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund |
8.39%
|
43.66%
|
%
|
%
|
%
|
%
|
| ICICI PRUDENTIAL PSU EQUITY FUND |
16.02%
|
%
|
%
|
%
|
%
|
%
|
| Invesco India Psu Equity Fund |
18.68%
|
46.17%
|
38.51%
|
30.63%
|
24.04%
|
%
|
| quant Psu Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Psu Fund |
16.84%
|
46.15%
|
38.65%
|
28.57%
|
20.86%
|
%
|