FAQ : SBI PSU Fund - Regular Plan - Growth

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

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

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