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SBI PSU Fund - Regular Plan -Growth

Fund House:
SBI Mutual Fund
Category:
Equity: Thematic-PSU
Status:
Open Ended Schemes
Launch Date:
07-07-2010
ISIN Number:
INF200K01BC0
Minimum Investment:
5000
Minimum SIP:
500
Total Assets: (29-11-2024):
4683.24
Nav (20-12-2024)
30.884
CAGR Since Inception:
8.11
Benchmark:
BSE PSU TRI
Expense Ratio (30-11-2024)::
1.86 %
Risko-Meter:
Very High
Exit Load:
Exit load of 0.50% if redeemed within 30 days.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
SBI PSU Fund - Regular Plan -Growth 34.98 37.87 37.12 24.46 11.92
Invesco India PSU Equity Fund - Growth 33.71 39.13 34.94 27.17 16.45
ICICI Prudential PSU Equity Fund - Growth 29.95 37.48 0 0 0
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth 21.63 34.69 34.39 0 0
Fund Manager
Rohit Shimpi:
Scheme Objective
The scheme seeks to provide opportunities for long-term growth through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs and others. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On SBI PSU Fund - Regular Plan -Growth NIFTY 50 TRI Equity: Thematic-PSU
CAGR since inception 8.11% 13.95% 16.88%
1 Year 34.98% 12.84% 30.07%
3 Year 37.12% 13.73% 35.48%
5 Year 24.46% 15.28% 25.82%
10 Year 11.92% 12.46% 14.18%
Nav / Index Value as on2024-12-22 4,683.24% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 6.11
Equity 93.89
Company Holding
STATE BANK OF INDIA 14.82
POWER GRID CORPORATION OF INDIA LIMITED 8.85
GAIL (INDIA) LIMITED 8.83
BHARAT ELECTRONICS LIMITED 7.87
BHARAT PETROLEUM CORPORATION LTD. 5.55
NMDC LIMITED 4.57
NTPC LIMITED 4.22
BANK OF BARODA 4.1
GENERAL INSURANCE CORPORATION OF INDIA 3.07
PETRONET LNG LIMITED 2.91
FAQ's of SBI PSU Fund - Regular Plan -Growth
How do I use the SIP Calculator to calculate SBI Mutual Fund ?

To calculate the SBI Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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SBI PSU Fund - Regular Plan -Growth plan
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SBI PSU Fund - Regular Plan -Growth