Business

Top 4 thematic PSU mutual funds with up to 52.51% returns in 3 years; top fund has given Rs 2.55 lakh return on Rs 1 lakh investment


Thematic PSU fairness mutual funds are the largest gainer mutual fund class within the final three years (As per Worth Analysis information as on April 1, 2024). The class that invests its funds in PSU shares has gained 42.42 per cent within the final three years. The identical class can also be the largest gainer within the final one 12 months with 91.95 per cent returns. Know which of the 4 thematic PSU funds have gained the utmost within the final three years and what one would have gotten with Rs 1 lakh funding in every of the funds three years in the past.

CPSE ETF

The fund from Nippon India Mutual Fund has given returns of 52.51 per cent annualised returns within the final three years in opposition to the class common of 16.50 per cent.

The asset below administration (AUM) for the fund is Rs 36337.22 crore, which is 4.29 per cent of the class.

The online asset worth (NAV) measurement is Rs 81.505.

Its expense ratio is 0.05 per cent in opposition to the class common of 0.46 per cent.

The fund has 99.36 per cent of its investments in home equities of which 73.71 per cent are in massive caps.

An funding of Rs 1 lakh three years in the past within the fund has grown to Rs 355139.34 in at this time’s date.

Aditya Birla Solar Life PSU Fairness Fund

The fund has grown 43.68 per cent within the final three years.

It has AUM of Rs 3329.97 crore and NAV of Rs 32.25.

The fund’s expense ratio is 1.9 per cent in opposition to the class common of two.13 per cent.

It has its 90.96 per cent investments in home equities with 52.98 per cent in massive caps.

A Rs 1 lakh funding within the fund three years in the past has grown to Rs 283,391.92.

SBI PSU Fund

The fund from SBI Mutual Fund has grown 40.58 per cent within the final three years.

It has AUM of Rs 1762.63 crore and its NAV fee is Rs 28.9463.

The fund’s expense ratio is 2.11 per cent in opposition to the class common of two.13 per cent.

The fund has 93.three per cent of its investments in home fairness funds with 44.57 per cent in massive caps.

A Rs 1 lakh funding within the fund three years in the past has given Rs 26706.70 within the final three years.

Invesco India PSU Fairness 

This fund at No. Four place has given returns of 38.53 per cent within the final three years.

The fund’s AUM is Rs 842.37 crore whereas its NAV is 55.92.

The fund has its 98.28 per cent investments in home equities with the largest chunk in massive caps at 60.06 per cent.

The fund’s expense ratio is 2.three per cent in opposition to the class common of Rs 2.13 per cent.

An funding of Rs 1 lakh within the fund has grown to Rs 255,437.





Source link

LEAVE A RESPONSE

Your email address will not be published. Required fields are marked *