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- SBI Mutual Fund
- SBI PSU Fund (G)
SBI PSU Fund (G)
₹ 29.98
NAV (May 08)
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 | 1.9 % |
Launched 14Y ago | 2010-07-07 |
AUM in Crores | 4788.8 |
ISIN | INF200K01BC0 |
Lock-in (days) | No Lock-in |
Benchmark | BSE PSU Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 22.2 |
Beta | 1 |
Sharpe Ratio | 0.9 |
YTM | - |
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
38.72%Financial
27.85%Capital Goods
9.52%Insurance
8.06%Metals & Mining
6.34%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 49,131 cr | ||
₹ 16,217 cr |
SBI PSU Fund (G) Review
SBI PSU Fund (G) is a Sectoral / Thematic - Psu Equity fund and has delivered an annualised return of 7.8% over 14 years. The fund has grown over a period of 14 years. The fund is managed by SBI Mutual Fund. The fund manager’s name is Rohit Shimpi.
Nav of SBI PSU Fund (G) as of 5/8/2025 is ₹29.98 with the total AUM as of 5/9/2025 is ₹4788.77. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI PSU Fund (G) was launched on 2010-07-07. The category risk of the fund is Very High.
The minimum SIP amount for SBI PSU Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
SBI PSU Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE PSU Total Return Index.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 0.39% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI PSU Fund (G).