SBI Banking & PSU Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Banking & PSU Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹4,000 Cr
Lock In Period
N/A
Expense Ratio
0.79
Exit Load
Nil
Benchmark
Nifty Banking & PSU Debt Index A-II
SBI Banking & PSU Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.30 | 0.37 | 2.46 |
| 6M | 3.01 | 2.46 | 5.84 |
| 1Y | 4.87 | 4.81 | 9.60 |
| 3Y | 6.88 | 13.60 | 28.10 |
Portfolio Analysis
- Equity:
- Debt: 99.62%
- Others
As on: 2026-07-15
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About Fund SBI Banking & PSU Fund Growth
SBI Banking & PSU Fund Growth managed by SBI Mutual Fund,is a Banking & PSUscheme with Assets Under Management of ₹4,000 Crore. The fund benchmarks its performance against the Nifty Banking & PSU Debt Index A-II while maintaining an expense ratio of 0.79. Under the expert guidance of Ardhendhu Bhattacharya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Ardhendhu Bhattacharya
Mr. Ardhendu Bhattacharya is a MBA (Marketing) and Bachelor of Engineering. Prior to joining SBI Mutual Fund, he has worked with ICICI Bank and Citibank.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Aditya Birla Sun Life Banking & PSU Debt Fund - Retail Plan - Growth Growth | 0 | 8,915 CR | 0.65 |
| ICICI Prudential Banking & PSU Debt Fund - Retail Option Growth | 0 | 16,025 CR | 1.3 |
| SBI Banking & PSU Fund Growth | 1 | 3,999 CR | 0.79 |
| Kotak Banking and PSU Debt Fund - Growth | 5 | 4,993 CR | 0.75 |
| Franklin India Banking & PSU Debt Fund Growth | 4 | 582 CR | 0.51 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Banking & PSU Debt Fund - Retail Plan - Growth Growth | 4.5382 | 21.9098 |
| This FundICICI Prudential Banking & PSU Debt Fund - Retail Option Growth | 8.5213 | 22.0394 |
| This FundSBI Banking & PSU Fund Growth | 4.8693 | 22.0789 |
| This FundKotak Banking and PSU Debt Fund - Growth | 5.3532 | 23.1524 |
| This FundFranklin India Banking & PSU Debt Fund Growth | 5.9202 | 23.3634 |
SBI Banking & PSU Fund Growth FAQs
SBI Banking & PSU Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI Banking & PSU Fund Growth is 0.79. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Banking & PSU Fund Growth’s fund performance is as follows:
- 1 Month : 0.30%
- 6 Months : 3.01%
- 1 Year : 4.87%
- 3 Years : 6.88%
You can invest in SBI Banking & PSU Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI Banking & PSU Fund Growth is ₹4,000 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Banking & PSU Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
