3 Year return
41.27%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2352.22 Cr.
Expense Ratio
0.89% (inclusive of GST)
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.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
SBI Mutual Fund Managers
RD
Richard D`souza
Fund Manager since Aug 2014
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Invesco India PSU Equity Fund Direct Plan IDCW (Payout / Payout) |
42.14% |
0 |
Quant Infrastructure Fund IDCW Direct Plan Payout |
38.55% |
0 |
Invesco India Infrastructure Fund Direct Plan IDCW (Payout / Payout) |
37.43% |
0 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About SBI PSU Fund Direct Plan Growth
SBI PSU Fund Direct Plan Growth is an open-ended equity scheme that is offered by SBI Mutual Fund House. This scheme falls within the umbrella of the thematic-PSU category of funds. SBI PSU Fund Direct Plan Growth is benchmarked against the S & P BSE PSU Index.
Investment Objective of the Scheme
SBI PSU Fund Direct Plan Growth is focused on providing long term growth through an active management of investments in equity stocks of the domestic PSUs, and in money and debt market instruments that are issued by PSU and others. Due to falling within the thematic PSU category, SBI PSU Fund Direct Plan Growth fund invests in various sectors and it is classified under a varied equity category. This helps balance out the associated risks.
Key Features of The Fund
5-year return | 25.71% |
Expense Ratio | 0.89% |
Fund Manager | Richard D`souza |
Fund Size | ₹2352.22 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
SBI PSU Fund Direct Plan Growth could be a considerable option for you if you are seeking a regular mode of income, given you have a very high risk appetite. To reduce the downside risks associated and ensure that your returns are more predictable, the suggested investment horizon is considered to be three years or more. Therefore, be sure to look closely into your financial goals and risk tolerance before investing in this scheme.
AMC Contact Details
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 33331800 425 5425 |
customer.delight@sbimf.com | |
Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Take the Guessing out of Investing
FAQs
What is today's NAV of SBI PSU Fund?
What is the AUM of SBI PSU Fund?
What is the expense ratio of SBI PSU Fund?
What are the returns of SBI PSU Fund since inception?
What is the minimum SIP amount to invest in SBI PSU Fund?
How do I invest in SBI PSU Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI PSU Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI PSU Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI PSU Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.