- Mutual Funds
- SBI Mutual Fund
- SBI PSU Fund Direct Growth
SBI PSU Fund Direct Plan Growth
₹ 30.52
NAV (Mar 17)
Sectoral / Thematic - Psu funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
This category has few funds and relatively small amounts invested in them.
The benchmark Index has performed poorly over time.This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
Scheme Information
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.
Expense Ratio | 0.78 % |
Launched | - |
AUM in Crores | 4149.5 |
ISIN | INF200K01UY4 |
Lock-in (days) | No Lock-in |
Benchmark | BSE PSU Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 22.2 |
Beta | 1 |
Sharpe Ratio | 1 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
State Bank of India
14.55%Others
9.63%Power Grid Corporation Of India Ltd.
9.49%GAIL (India) Ltd.
9.09%Bharat Electronics Ltd.
6.3%
Allocation by Sector
Energy
39.19%Financial
28.37%Capital Goods
9.47%Insurance
7.85%Metals & Mining
6.34%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr |
