SBI PSU Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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BankFD:
Showing Funds Performance since Sep 07, 2020
SBI PSU Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹6,354 Cr
Lock In Period
N/A
Expense Ratio
1.94
Exit Load
For exit on or before 30 days from the date of allotment - 0.50%.For exit after 30 days from the date of allotmentNil.
Benchmark
BSE PSU Total Return
SBI 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 | -2.79 | -0.24 | 8.60 |
| 6M | -11.66 | 1.69 | 15.00 |
| 1Y | -5.82 | 3.13 | 75.71 |
| 3Y | 18.04 | 13.25 | 270.82 |
Portfolio Analysis
- Equity: 98.68%
- Debt: 1.32%
- Others
As on: 2026-09-30
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About Fund SBI PSU Fund Growth
SBI PSU Fund Growth managed by SBI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹6,354 Crore. The fund benchmarks its performance against the BSE PSU Total Return while maintaining an expense ratio of 1.94. Under the expert guidance of Rohit Shimpi ,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
Rohit Shimpi
Mr. Rohit Shimpi is a B. Com., PGDBM (Finance), CFA. Prior to joining SBI Mutaul Fund, he has worked with CNBC TV18, JP Morgan’s offshore research centre and HDFC Standard Life Insurance.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Franklin India Opportunities Fund Growth | 5 | 9,577 CR | 2.08 |
| Kotak Pioneer Fund Growth | 3 | 4,294 CR | 1.9 |
| SBI PSU Fund Growth | 3 | 6,353 CR | 1.94 |
| HDFC Defence Fund Growth | 5 | 11,493 CR | 1.79 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,147 CR | 2.34 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Opportunities Fund Growth | -5.6721 | 64.457 |
| This FundKotak Pioneer Fund Growth | 2.6581 | 65.6601 |
| This FundSBI PSU Fund Growth | -5.2666 | 65.9372 |
| This FundHDFC Defence Fund Growth | 15.0289 | 141.1614 |
| This FundNippon India Taiwan Equity Fund Growth | 82.5904 | 279.003 |
SBI PSU Fund Growth FAQs
SBI 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 PSU Fund Growth is 1.94. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI PSU Fund Growth’s fund performance is as follows:
- 1 Month : -2.79%
- 6 Months : -11.66%
- 1 Year : -5.82%
- 3 Years : 18.04%
You can invest in SBI 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 PSU Fund Growth is ₹6,354 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI PSU Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
