SBI BSE PSU Bank Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI BSE PSU Bank Index Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹355 Cr
N/A
0.84
For exit on or before 15 days from the date of allotment: 0.25%.For exit after 15 daysfrom the date of allotment: Nil.
BSE PSU Bank Total Return
SBI BSE PSU Bank Index Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.48 | -2.39 | 3.79 |
| 6M | 2.50 | 1.56 | 46.19 |
| 1Y | 5.83 | 2.23 | 56.38 |
| 3Y | 0.00 | 9.58 | 200.69 |
Portfolio Analysis
- Equity: 100.23%
- Debt: -0.23%
- Others
About Fund SBI BSE PSU Bank Index Fund Growth
SBI BSE PSU Bank Index Fund Growth managed by SBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹355 Crore. The fund benchmarks its performance against the BSE PSU Bank Total Return while maintaining an expense ratio of 0.84. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Angel One Silver ETF Growth | 0 | 34 CR | |
| 360 ONE Gold ETF Growth | 0 | 139 CR | 0.47 |
| SBI BSE PSU Bank Index Fund Growth | 0 | 354 CR | 0.84 |
| HDFC Silver ETF Growth | 0 | 8,312 CR | 0.58 |
| Axis Silver ETF Growth | 0 | 2,068 CR | 0.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAngel One Silver ETF Growth | 0 | 0 |
| This Fund360 ONE Gold ETF Growth | 27.1103 | 0 |
| This FundSBI BSE PSU Bank Index Fund Growth | 5.8287 | 0 |
| This FundHDFC Silver ETF Growth | 53.4026 | 199.5158 |
| This FundAxis Silver ETF Growth | 53.9436 | 200.6906 |
SBI BSE PSU Bank Index Fund Growth FAQs
- 1 Month : -6.48%
- 6 Months : 2.50%
- 1 Year : 5.83%
- 3 Years : 0.00%
