Best PSU Mutual Funds April 2025

  1. Sbi Psu Fund

    The 4 star rating shows a very good past performance of the Sbi Psu Fund in PSU Fund. The Sbi Psu Fund has a Jensen Alpha of 0.97% which is higher than the category average of -0.75%. Here the Sbi Psu Fund has shown very good performance in terms of risk adjusted returns. The Sbi Psu Fund has a Sharpe Ratio of 1.05 which is higher than the category average of 0.99. Here the Sbi Psu Fund has shown very good performance in terms of risk adjusted returns. Read Full Review

  2. Invesco India Psu Equity Fund

    The 4 star rating shows a very good past performance of the Invesco India Psu Equity Fund in PSU Fund. The Invesco India Psu Equity Fund has a Jensen Alpha of -0.42% which is lower than the category average of -0.75%, showing poor performance. The Invesco India Psu Equity Fund has a Sharpe Ratio of 1.0 which is higher than the category average of 0.99. Here the Invesco India Psu Equity Fund has shown good performance in terms of risk adjusted returns. Read Full Review

  3. Aditya Birla Sun Life PSU Equity Fund

    The Aditya Birla Sun Life PSU Equity Fund has shown an average past performence in PSU Fund. The Aditya Birla Sun Life PSU Equity Fund has a Jensen Alpha of -2.79% which is lower than the category average of -0.75%, reflecting poor performance. The Aditya Birla Sun Life PSU Equity Fund has a Sharpe Ratio of 0.92 which is lower than the category average of 0.99, showing poor performance. Read Full Review

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
-3.23% 35.38% 33.87% 16.72% 13.04% -2.17% 36.87% 35.25% 17.83% 13.98% 23.02% -24.59% -22.26% 0.97% 0.91 0.61 1.05
-1.68% 35.93% 32.17% 19.90% 16.86% -0.40% 37.77% 33.97% 21.52% 18.55% 23.17% -29.94% -20.80% -0.42% 0.92 0.55 1.00
-6.69% 32.19% 35.00% % % -5.45% 34.05% 37.18% % % 22.71% -27.30% -25.75% -2.79% 0.92 0.53 0.92

Return Calculated On: 21 May 2025 | Ratios Calculated On: 30 April 2025

Performance Indicators


As On: 21 May 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life PSU Equity Fund
0.83
1.58
1.20
13.46
4.03
-6.69
32.19
35.00
ICICI PRUDENTIAL PSU EQUITY FUND
0.49
1.54
0.44
11.37
3.23
-1.68
Invesco India Psu Equity Fund
1.54
3.46
5.43
19.95
6.98
-1.68
35.93
32.17
19.90
16.86
12.94
quant Psu Fund
0.54
1.21
1.99
9.45
1.22
-12.36
Sbi Psu Fund
1.03
2.46
1.69
13.88
4.69
-3.23
35.38
33.87
16.72
13.04
Nifty PSE Total Return Index
1.21
3.00
2.36
16.55
5.01
-4.65
37.90
39.02
18.53
14.88
10.14

As On: 21 May 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life PSU Equity Fund
0.85
1.62
1.33
13.85
4.72
-5.45
34.05
37.18
ICICI PRUDENTIAL PSU EQUITY FUND
0.47
1.58
0.57
11.65
3.81
-0.42
Invesco India Psu Equity Fund
1.54
3.48
5.53
20.30
7.65
-0.40
37.77
33.97
21.52
18.55
quant Psu Fund
0.54
1.24
2.11
9.82
1.93
-11.12
Sbi Psu Fund
1.03
2.48
1.78
14.17
5.24
-2.17
36.87
35.25
17.83
13.98
Nifty PSE Total Return Index
1.21
3.00
2.36
16.55
5.01
-4.65
37.90
39.02
18.53
14.88
10.14

As On: 21 May 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life PSU Equity Fund
-1.28
28.27
30.24
ICICI PRUDENTIAL PSU EQUITY FUND
0.05
Invesco India Psu Equity Fund
4.81
32.63
30.64
26.62
20.91
16.97
quant Psu Fund
-9.42
Sbi Psu Fund
1.84
32.01
31.51
25.48
18.69

As On: 21 May 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life PSU Equity Fund
-0.01
30.10
32.22
ICICI PRUDENTIAL PSU EQUITY FUND
1.23
Invesco India Psu Equity Fund
6.10
34.45
32.42
28.25
22.45
quant Psu Fund
-8.17
Sbi Psu Fund
2.91
33.54
32.96
26.69
19.70

Calculated On: 30 April 2025

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Psu Equity Fund -25.75 -27.30 -7.64 22.71 15.30
Invesco India Psu Equity Fund -20.80 -29.94 -8.00 23.17 16.32
Sbi Psu Fund -22.26 -24.59 -8.79 23.02 15.53

Calculated On: 30 April 2025

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
0.92
0.53
0.76
0.40
-2.79
0.92
0.92
2.37
-5.4200
Invesco India Psu Equity Fund
1.00
0.55
0.76
0.43
-0.42
0.92
0.88
2.50
-3.1500
Sbi Psu Fund
1.05
0.61
0.91
0.39
0.97
0.91
0.87
2.58
-2.1300