SBI PSU Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 89.07 | 40.26 | 22.95 | 13.9 |
Average Rolling Returns(%) | 14.59 | 9.30 | 6.12 | 9.19 |
The Current NAV of SBI PSU Fund - Growth - Direct Plan is ₹31.92.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark S&P BSE SENSEX - TRI returns, as Funds portfolio is significantly different.
SBI PSU Fund - Growth - Direct Plan fund’s expense ratio is 0.96%
The process for redemption is
The AUM of SBI PSU Fund - Growth - Direct Plan is currently ₹1,876 Crores.
The Top three stocks are SBI, Power Grid Corp and NTPC and account for 28% of its portfolio. Top 5 and 10 stocks of fund account for 37% and 57% of fund’s portfolio respectively.
Top three sectors of SBI PSU Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Metals & Mining accounting for 68% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a fair amount of Red and Orange 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 - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Richard Dsouza manages the SBI PSU Fund - Growth - Direct Plan Fund.
SBI PSU Fund - Growth - Direct Plan current PE ratio is 19.34 and PB ratio is 3.19
The asset allocation of SBI PSU Fund - Growth - Direct Plan is Stocks : 91.05%, Debt : 8.95% and Gold : 0%
The minimum SIP amount for SBI PSU Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI PSU Fund - Growth - Direct Plan is 0.50% on or before 30 days, Nil after 30 days