Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹ 500 | ₹ 5,000 | 1.45 % | 0★ | ₹ 463 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹ 500 | ₹ 5,000 | 1.45 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 0★ | ₹ 463 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme 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. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 8.9% | 14.2% | 3.9% | 6.1% | ||||
| Category Average | 7.6% | 15.5% | 5% | - |
Scheme Allocation
Holding
Sector
Asset
St Bk of India
Power Grid Corpn
NTPC
TREPS
Bharat Electron
Others
Fund House and Investment Objective
SBI PSU Fund
Fund Manager
Richard Dsouza
Exit Load
| Exit Load | For exit within 30 Days from th date of allotment. 0.50%. For exit after 30 Days from the date of allotment - NIL. |
|---|
Advance Ratio
| 0 | 1.3 | 0.8 | 0 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
SBI Mutual Fund
AUM:
6,48,640 Cr
Address:
9th Floor,Crescenzo, C-39&39,
G Block, Bandra kurla complex,
Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com
Frequently Asked Questions
You can invest in SBI PSU Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI PSU Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The SBI PSU Fund has delivered 6.1% since inception
The NAV of SBI PSU Fund is ₹15.1 as of 04 October 2022.
The expense ratio of SBI PSU Fund is 1.45 % as of 04 October 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
