Sectoral · Thematic
SBI PSU FUND - Direct Plan - Growth
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.67
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.74
Downside-only Sharpe
Max Drawdown
-47.1%
Peak-to-trough · full history
Vol (3Y)
21.0%
Annualised σ of daily returns
Positive Days
54%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.67). Its worst peak-to-trough drop over the full history was 47.1% (large drawdowns) between 2017-11-06 and 2020-03-24. About 54% of trading days closed up.
YTD
-0.5%
Calendar YTD
1 Year
+5.2%
Trailing 12 mo
3 Year
+19.7%
CAGR
5 Year
+23.8%
CAGR
10 Year
+14.0%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2648 windows
- Best window CAGR
- +45.83%
- Median CAGR
- +10.76%
- Avg CAGR
- +14.75%
- Worst window CAGR
- -15.37%
- Positive windows
- 85.1%
5-Year Rolling Windows
- Sample size
- 2155 windows
- Best window CAGR
- +35.48%
- Median CAGR
- +7.44%
- Avg CAGR
- +12.47%
- Worst window CAGR
- -5.12%
- Positive windows
- 92.1%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Sectoral
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
HDFC Transportation and Logistics Fund
HDFC Mutual Fund
|
+6.9% | +25.0% | — | — |
|
SBI Healthcare Opportunities Fund
SBI Mutual Fund
|
+20.6% | +24.5% | +18.9% | — |
|
UTI - Healthcare Fund
UTI Mutual Fund
|
+16.3% | +24.4% | +16.5% | — |
|
LIC MF Infrastructure Fund
LIC Mutual Fund
|
+8.6% | +24.1% | +22.3% | — |
|
Franklin Asian Equity Fund
Franklin Templeton Mutual Fund
|
+35.2% | +23.6% | +10.0% | — |
|
LIC MF Healthcare Fund
LIC Mutual Fund
|
+15.4% | +22.7% | — | — |
|
SBI PSU Fund (this fund)
SBI Mutual Fund
|
+5.2% | +19.7% | +23.8% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.