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  • SBI PSU fund (RIDCW-A)
SBI Mutual Fund

SBI PSU fund (RIDCW-A)

EquitySectoral / Thematic - Psu

13.3455

NAV (Aug 05)

1.9%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 419 Cr

Outperformance Consistency

View all 7 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.3455

NAV (Aug 5)

Fund Returns

Last 1Y

7.9%

Last 3Y

11%

Last 5Y

1.9%

Last 10Y

5.4%

Since Inception

2.4%

6 Month CAGR

-0.7%

Scheme Information

Investment 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.

Expense Ratio

2.49

Launched (12y ago)

Jul 07, 2010

AUM in Crores

418.981

ISIN

INF200K01BE6

Lock-in

No Lock-in

Benchmark

S&P BSE PSU TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Richard D'souza

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

state bank of india

12.7%
12.7%

power grid corp of india ltd

9.1%
9.1%

treps

9%
9%

ntpc ltd

7.7%
7.7%

hindustan aeronautics ltd ordinary shares

5.7%
5.7%
See all holdings

Allocation by Sector

financial services

27.4%
27.4%

utilities

24%
24%

industrials

16%
16%

energy

12.4%
12.4%

basic materials

11.2%
11.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 444,382 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,198 debt and 37 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    18.5%

    19%

    4.9%

    7.4%

    21.2%

    17.4%

    17.1%

    12%

    4.9%

    %

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    SBI PSU fund (RIDCW-A) Review

    SBI PSU fund (RIDCW-A) is a Sectoral / Thematic - Psu Equity fund and has delivered an annualised return of 2.4% 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 (RIDCW-A) as of 8/5/2022 is ₹13.35 with the total AUM as of 8/6/2022 is ₹418.981. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI PSU fund (RIDCW-A) was launched on Jul 07, 2010. The category risk of the fund is Very High Risk.

    The minimum SIP amount for SBI PSU fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 1 fund in Equity and delivered 7.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI PSU fund (RIDCW-A).

    Frequently Asked Questions

    What is SBI PSU fund (RIDCW-A)?

    SBI PSU fund (RIDCW-A) is a Sectoral / Thematic - Psu Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in SBI PSU fund (RIDCW-A)?

    You can invest in SBI PSU fund (RIDCW-A) 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 (RIDCW-A)?

    The minimum sip amount for SBI PSU fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is SBI PSU fund (RIDCW-A) good to invest in?

    As per Scripbox experts, SBI PSU fund (RIDCW-A) is a Not Recommended fund. You can investSBI PSU fund (RIDCW-A) 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 (RIDCW-A)?

    The expense ratio of the SBI PSU fund (RIDCW-A) is 2.49% for regular plan.