DEFRecommendable#1 in categoryMODERATE BUYPrimary Pick

SBI PSU Fund

SBI MF · Rohit Shimpi · benchmarked to Nifty PSU TRI

Prospera Research Engine unknown · Data as of 1 Jan 1970 · Synced 1 Jan 1970Review date unknown, validation required

Prospera VerdictProspera Recommended

Prospera Score 69.1. Researched, but not offered in Blueprints: relative score 69.1 is below 70.

Final Score69.1

1Y Return2.0%

3Y CAGR18.0%

5Y CAGR21.8%

AUM₹6.7K Cr

Expense Ratio0.72%

Eligibility: All gates passed

Prospera Research

Score Breakdown

13 weighted parameters, exactly as configured in the Research Engine, 8 qualitative (analyst-scored) plus 5 quantitative (formula-derived), summing to a final score out of 100.

Momentum (7% weight)9.0/10

3–6M price+flow vs benchmark

Consistency (10% weight)8.0/10

3Y/5Y quartile rank stability

Portfolio Quality (11% weight)6.0/10

PE, concentration, churn

Fund Mgr Quality (12% weight)6.0/10

Philosophy, communication, style drift

Valuation Risk (10% weight)9.0/10

Portfolio PE/PB vs category avg

Sector Tailwinds (9% weight)7.0/10

Policy/macro drivers 12-18M

Downside Protection (8% weight)7.0/10

Max DD, Sortino, bear markets

Outperformance Prob. (8% weight)8.0/10

Analyst 12M alpha probability

Mgr Tenure Score (8% weight)2.0/10

Years managing fund → 1-10 score

AMC Quality Score (6% weight)7.0/10

Research depth, AUM scale, compliance

AUM Trend Score (5% weight)9.0/10

Growing=9, Stable=6, Declining=3

Expense Ratio Score (4% weight)5.0/10

Inverse ER — lower cost = higher score

Thesis Strength (2% weight)7.0/10

Analyst 12-24M thesis conviction

Final Score69.1/100

Prospera Research

Why This Fund

Stance: max allocation

Prospera Score 69.1. Researched, but not offered in Blueprints: relative score 69.1 is below 70.

Prospera Research

Analyst Write-Up

A full analyst write-up hasn't been published for this fund yet, only shortlisted funds at the review stage get one. The score breakdown and performance data above are still real and current.

Prospera Research

Risk-Adjusted Performance

3Y AlphaN/A

5Y AlphaN/A

Max Drawdown23.1%

Sharpe (3Y)0.70

Sortino (3Y)0.98

Beta1.10

Alpha Consistency8%

Prospera Research

AMC & Manager Intelligence

SBI MF

AA — TIER 1

35-analyst research team · Clean — minor queries

Largest AMC by AUM. Government backing provides distribution moat. Research quality slightly below ICICI/HDFC but improving. Compliance record has had minor queries (no enforcement). Strong in debt; improving in equity.