SBI PSU Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 96.25 | 42.36 | 25.26 | 14.51 |
Average Rolling Returns(%) | 14.49 | 8.33 | 4.85 | 4.81 |
The Current NAV of SBI PSU Fund - Regular Plan - Growth is ₹30.89.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
SBI PSU Fund - Regular Plan - Growth fund’s expense ratio is 2.03%
The process for redemption is
The AUM of SBI PSU Fund - Regular Plan - Growth is currently ₹2,352 Crores.
The Top three stocks are SBI, Power Grid Corp and NTPC and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 34% and 53% of fund’s portfolio respectively.
Top three sectors of SBI PSU Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Metals & Mining accounting for 71% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI PSU Fund - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Richard Dsouza manages the SBI PSU Fund - Regular Plan - Growth Fund.
SBI PSU Fund - Regular Plan - Growth current PE ratio is 24.07 and PB ratio is 4.22
The asset allocation of SBI PSU Fund - Regular Plan - Growth is Stocks : 90.60%, Debt : 9.39% and Gold : 0%
The minimum SIP amount for SBI PSU Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI PSU Fund - Regular Plan - Growth is 0.50% on or before 30 days, Nil after 30 days