RD
Richard D'souzaFund Manager Since 1 Aug 2014
EquityEquity - Other
SBI PSU Direct Growth
3Y Annualised
31.99%
-0.07% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
5.85%
-0.07% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
2 years 6 months
NIFTY 50
5 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹4788.77 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.005%
Exit on or before 30 days from the date of allotment 0.50 % . Exit after 30 days from the date of allotment - Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal Nifty Capital Market ETF
13.58%
2nd
HDFC Defence Fund Direct Payout Inc Dist cum Cap Wdrl
9.70%
3rd
HDFC Defence Fund Direct Reinvestment Inc Dist cum Cap Wdrl
9.70%
4th
HDFC Defence Fund Direct Growth
9.70%
5th
HDFC Defence Fund Regular Reinvestment Inc Dist cum Cap Wdrl
9.61%
46th
SBI PSU Direct Growth
5.85%
Fund Managers
About SBI PSU Direct Growth
SBI PSU Direct Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. SBI PSU Direct Growth has ₹4788.77 Cr worth of assets under management (AUM) as of Thu Apr 24 2025. The latest Net Asset Value (NAV) of SBI PSU Direct Growth as of Wed Apr 23 2025 is ₹34.3307. The fund has an expense ratio of 0.83%, which is medium comparable to most other Equity funds.
SBI PSU Direct Growth returns for the last 1 year are 5.92%. Since launch, it has delivered 12.13% average annual returns.
The SBI PSU Direct Growth has the majority of its money invested in Financial Services, Utilities, Industrials, Energy, Basic Materials sectors.
Top 5 Holdings of SBI PSU Direct Growth.
- State Bank of India: 13.82%
- GAIL (India) Ltd: 9.84%
- Power Grid Corp Of India Ltd: 9.18%
- Bharat Electronics Ltd: 8.54%
- NTPC Ltd: 8.02%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI PSU Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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