₹ 15.8647
NAV (May 26)
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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 15.8647
NAV (May 26)
Last 1Y | 23.6% |
Last 3Y | 29.1% |
Last 5Y | 8% |
Last 10Y | 7.4% |
Since Inception | 3.6% |
6 Month CAGR | -1.5% |
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.
Expense Ratio | 2.49 |
Launched (13y ago) | Jul 07, 2010 |
AUM in Crores | 520.812 |
ISIN | INF200K01BC0 |
Lock-in | No Lock-in |
Benchmark | S&P BSE PSU TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 20 |
Standard Deviation (5yr) | 22.6 |
Beta (3yr) | 0.78 |
Beta (5yr) | 0.83 |
Sharpe Ratio (3yr) | 1.032 |
Sharpe Ratio (5yr) | 0.201 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
SBI PSU fund (Growth) | 8,89,549 | 1,56,937 | 8% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
state bank of india
13.9%ntpc ltd shs dematerialised
8.8%treps
7.6%indian bank
7.1%bank of baroda
5.5%financial services
40.2%utilities
18%basic materials
12.6%industrials
11.4%energy
10.5%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 10,178 cr | ||
₹ 8,056 cr | ||
₹ 14,448 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
SBI Funds Management Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
4% | 6.5% | ||
32.9% | 17.2% | ||
28.6% | 11.6% | ||
36% | 15.1% | ||
4.3% | 6.9% |
SBI PSU fund (G) is a Sectoral / Thematic - Psu Equity fund and has delivered an annualised return of 3.6% over a period of 12 years. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Richard D'souza.
Nav of SBI PSU fund (G) as of 5/26/2023 is ₹15.86 with the total AUM as of 5/27/2023 is ₹520.812. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI PSU fund (G) was launched on Jul 07, 2010. The category risk of the fund is Very High Risk.
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 S&P BSE PSU TR INR.
SBI PSU fund (G) is rated as a 1 fund in Equity and delivered 23.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI PSU fund (G).
What is SBI PSU fund (G)?
How to invest in SBI PSU fund (G)?
You can invest in SBI PSU fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI PSU fund (G)?
The minimum sip amount for SBI PSU fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI PSU fund (G) good to invest in?
As per Scripbox experts, SBI PSU fund (G) is a Not Recommended fund. You can investSBI PSU fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI PSU fund (G)?
The expense ratio of the SBI PSU fund (G) is 2.49% for regular plan.