SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
-6.39
36.39
30.46
12.6
8.08
Benchmark
-
-
-
-
-
Equity: Thematic-PSU
-9.3
35.54
30.02
14.27
15.4
Yearly Performance (%)
Nav Movement
Fund Managers
Rohit Shimpi,
Investment Objective
The objective of the scheme would be toprovide investors with opportunities forlong-term growth in capital along with theliquidity of an open-ended scheme throughan active management of investments in adiversified basket of equity stocks ofdomestic Public Sector Under takings and indebt and money market instruments issuedby PSUs and others.
Returns Calculator for
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)