Return
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- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹5,891 Cr
Lock In Period
N/A
Expense Ratio
1.86
Benchmark
BSE PSU Total Return
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.
Summary
Latest details for SBI PSU Fund Growth include a ₹36.2641 NAV as of Apr 17,2026 and returns since inception of 134.56%. Minimum investments start at SIP ₹500. The SBI PSU Fund Growth AUM is ₹5,891 Cr, with a lock-in of N/A years, expense ratio of 1.86%, and benchmark BSE PSU Total Return. Exit load is - For exit on or before 30 days from the date of allotment - 0.50%.For exit after 30 days from the date of allotmentNil.. In the growth review for 1M Month/Year, the fund recorded 4.76% returns, against a category average of 0.86% and a category best of 9.50%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.76 | 0.86 | 9.50 |
| 6M | 9.07 | 1.41 | 27.47 |
| 1Y | 18.65 | 5.73 | 73.00 |
| 3Y | 32.87 | 14.68 | 196.29 |
Portfolio Analysis
- Equity: 95.13%
- Debt: 4.87%
- Others
As on: 2026-03-31
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About Fund
SBI PSU Fund Growth managed by SBI Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹5,891 Crore. The fund benchmarks its performance against the BSE PSU Total Return while maintaining an expense ratio of 1.86. 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 |
|---|---|---|---|
| This FundAditya Birla Sun Life PSU Equity Fund Growth | 0 | 5334.01 CR | 1.85 |
| This FundInvesco India PSU Equity Fund Growth | 0 | 1334.55 CR | 2.14 |
| This FundSBI PSU Fund Growth | 0 | 5891.3 CR | 1.86 |
| This FundUTI Gold Exchange Traded Fund Growth | 0 | 4098.98 CR | 0.47 |
| This FundICICI Prudential Gold ETF Growth | 4 | 24470.19 CR | 0.5 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life PSU Equity Fund Growth | 15.818 | 116.4783 |
| This FundInvesco India PSU Equity Fund Growth | 16.4097 | 122.1641 |
| This FundSBI PSU Fund Growth | 18.6519 | 134.5612 |
| This FundUTI Gold Exchange Traded Fund Growth | 58.4736 | 144.0449 |
| This FundICICI Prudential Gold ETF Growth | 59.6594 | 144.0949 |
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 1.86. 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 : 4.76%
- 6 Months : 9.07%
- 1 Year : 18.65%
- 3 Years : 32.87%
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 ₹5,891 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.
Min Inv Amount: ₹500