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16394
6051
SBI PSU Fund - Direct (G)
24.97
12.50
24.78
0.71
0.89
0.40
-3.54
11.84
7
3.02
24.78
SBI PSU Fund - Direct (G)
3.02
24.78
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    38.77

    13 Aug 2026

  • -0.01%

     1 Day

  • 24.97%

    3Y CAGR returns

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  • ₹ 500

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 0.86%

    Expense Ratio

  • NA

     Rating

  • 6,678 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 13 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 12.50%
  • 24.97%
  • 24.78%
  • 11.84

Scheme Allocation

By Holding By Sector By Asset
16.66%
9.28%
9.07%
8.49%
8.24%
48.26%
View All

Advance Ratio

  • 17.39Alpha
  • 6.45SD
  • 1.20Beta
  • 0.82Sharpe

Exit Load & Tax Implication

  • Exit Load
  • For exit within 30 Days from the date of allotment 0.50%. For exit after 30 Days from the date of allotment - NIL.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings (and their subsidiaries) and in debt and money market instruments issued by PSUs and others.

Fund Managers

Rohit Shimpi

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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6051
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AMC Contact Details

  • Address :
  • 9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
    • Contact :
    • +91022-61793000
    • Email ID :
    • customer.delight@sbimf.com
Mutual Fund by Category
Equity Debt Hybrid

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