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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹259 Cr

Lock In Period

N/A

Expense Ratio

0.72

Benchmark

BSE PSU Bank Total Return

Exit Load

For exit on or before 15 days from the date of allotment: 0.25%.For exit after 15 daysfrom the date of allotment: Nil.

Summary

Latest details for SBI BSE PSU Bank Index Fund Growth include a ₹14.3572 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The SBI BSE PSU Bank Index Fund Growth AUM is ₹259 Cr, with a lock-in of N/A years, expense ratio of 0.72%, and benchmark BSE PSU Bank Total Return. Exit load is - For exit on or before 15 days from the date of allotment: 0.25%.For exit after 15 daysfrom the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded 4.81% returns, against a category average of 0.37% and a category best of 19.17%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.810.3719.17
6M13.220.8761.10
1Y33.454.55159.29
3Y0.0013.17224.97

Portfolio Analysis

  • Equity: 99.64%
  • Debt: 0.36%
  • Others
As on: 2026-03-31
View allocation % by

1. State Bank of India25.17%
2. Bank of Baroda15.44%
3. Canara Bank13.90%
4. Punjab National Bank11.62%
5. Union Bank of India10.50%
6. Indian Bank9.93%
7. Bank of India5.65%
8. Bank of Maharashtra4.11%
9. Indian Overseas Bank1.42%
10. Central Bank of India1.05%
11. UCO Bank0.85%

About Fund

SBI BSE PSU Bank Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹259 Crore. The fund benchmarks its performance against the BSE PSU Bank Total Return while maintaining an expense ratio of 0.72. Under the expert guidance of Viral Chhadva ,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

Viral Chhadva

Mr. Viral Chhadva holds CFA Charter Holder from CFA Institute, USA, Master’s in Financial Management (MFM) from Jamnalal Bajaj Institute of Management Studies (JBIMS). Prior to joining SBIFML, he was previously associated with IIFL Securities Limited (June 2008 till December 2020) and ICICI Securities Limited (June 2006 till June 2008) wherein he primarily handled execution of trades into Direct Market Access, Exchange Traded Funds and Derivatives.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBandhan Nifty Total Market Index Fund Growth036.9 CR1.06
This FundBandhan BSE Healthcare Index Fund Growth016 CR1.03
This FundSBI BSE PSU Bank Index Fund Growth0259.45 CR0.72
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundBandhan Nifty Total Market Index Fund Growth4.48250
This FundBandhan BSE Healthcare Index Fund Growth2.90770
This FundSBI BSE PSU Bank Index Fund Growth33.45040
This FundKotak Silver ETF Growth155.5388224.0972
This FundICICI Prudential Silver ETF Growth156.1729224.9749

FAQs

SBI BSE PSU Bank Index 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 BSE PSU Bank Index Fund Growth is 0.72. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI BSE PSU Bank Index Fund Growth’s fund performance is as follows:
  • 1 Month : 4.81%
  • 6 Months : 13.22%
  • 1 Year : 33.45%
  • 3 Years : 0.00%
Returns of SBI BSE PSU Bank Index Fund Growth are updated daily based on NAV of ₹ 14.3572 as on Apr 22,2026. Since inception, the return has been 0.00%.

You can invest in SBI BSE PSU Bank Index 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 BSE PSU Bank Index Fund Growth is ₹259 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI BSE PSU Bank Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500