SBI Banking and PSU Debt Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Banking and PSU Debt Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹3,512 Cr
Lock In Period
N/A
Expense Ratio
0.77
Exit Load
Nil
Benchmark
Nifty Banking & PSU Debt Index A-II
SBI Banking and PSU Debt 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 | 0.02 | -1.36 | 2.46 |
| 6M | 2.34 | 0.91 | 5.01 |
| 1Y | 3.89 | 2.77 | 9.39 |
| 3Y | 6.63 | 13.11 | 65.09 |
Portfolio Analysis
- Equity:
- Debt: 99.57%
- Others
As on: 2026-09-30
View allocation % by
About Fund SBI Banking and PSU Debt Fund Growth
SBI Banking and PSU Debt Fund Growth managed by SBI Mutual Fund,is a Banking & PSUscheme with Assets Under Management of ₹3,512 Crore. The fund benchmarks its performance against the Nifty Banking & PSU Debt Index A-II while maintaining an expense ratio of 0.77. 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 |
|---|---|---|---|
| ICICI Prudential Banking & PSU Debt Fund Growth | 5 | 8,041 CR | 0.74 |
| Invesco India Banking and PSU Debt Fund Growth | 0 | 80 CR | 0.63 |
| SBI Banking and PSU Debt Fund Growth | 1 | 3,512 CR | 0.77 |
| UTI Banking & PSU Debt Fund Growth | 4 | 1,447 CR | 0.47 |
| Quant BFSI Fund Growth | 0 | 893 CR | 3.49 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Banking & PSU Debt Fund Growth | 3.6965 | 20.9114 |
| This FundInvesco India Banking and PSU Debt Fund Growth | 3.2893 | 21.0454 |
| This FundSBI Banking and PSU Debt Fund Growth | 3.8938 | 21.2283 |
| This FundUTI Banking & PSU Debt Fund Growth | 5.4224 | 23.2434 |
| This FundQuant BFSI Fund Growth | 1.5159 | 57.3094 |
SBI Banking and PSU Debt Fund Growth FAQs
SBI Banking and PSU Debt 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 and PSU Debt Fund Growth is 0.77. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Banking and PSU Debt Fund Growth’s fund performance is as follows:
- 1 Month : 0.02%
- 6 Months : 2.34%
- 1 Year : 3.89%
- 3 Years : 6.63%
You can invest in SBI Banking and PSU Debt 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 and PSU Debt Fund Growth is ₹3,512 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Banking and PSU Debt Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
