SBI PSU Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 88.13 | 36.97 | 24.56 | 12.35 |
Average Rolling Returns(%) | 12.99 | 7.76 | 4.47 | 4.50 |
The Current NAV of SBI PSU Fund - Regular Plan - Growth is ₹27.86.
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 PSU - TRI returns, as Funds portfolio is significantly different.
SBI PSU Fund - Regular Plan - Growth fund’s expense ratio is 2.11%
The process for redemption is
The AUM of SBI PSU Fund - Regular Plan - Growth is currently ₹1,763 Crores.
The Top three stocks are SBI, NTPC and Power Grid Corp and account for 25% of its portfolio. Top 5 and 10 stocks of fund account for 35% and 55% 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 72% 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 - 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 18.86 and PB ratio is 3.09
The asset allocation of SBI PSU Fund - Regular Plan - Growth is Stocks : 93.30%, Debt : 6.70% 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