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EQUITY•SECTORAL / THEMATIC

SBI PSU Fund

3 Year return

28.02%
NAV on December 19, 2025
36.2112
1D Returns
-0.1%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
57.72%₹2,078
Total Value ₹5,678

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹5,762.54 Cr.
Expense Ratio
0.83% (inclusive of GST)
Exit Load
For exit within 30 Days from the date of allotment 0.50%. For exit after 30 Days from the date of allotment - NIL.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

SBI Mutual Fund Manager

RS

Rohit Shimpi

Fund Manager since Jun 2024

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Infrastructure Fund24.2586%
0
Aditya Birla Sun Life PSU Equity Fund26.1293%
0
Quant Infrastructure Fund16.4325%
0

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI PSU Fund Direct Plan Growth

SBI PSU Fund Direct Plan Growth is an open-ended equity scheme that is offered by SBI Mutual Fund House. This scheme falls within the umbrella of the thematic-PSU category of funds. SBI PSU Fund Direct Plan Growth is benchmarked against the S & P BSE PSU Index.

Investment Objective of the Scheme

SBI PSU Fund Direct Plan Growth is focused on providing long term growth through an active management of investments in equity stocks of the domestic PSUs, and in money and debt market instruments that are issued by PSU and others. Due to falling within the thematic PSU category, SBI PSU Fund Direct Plan Growth fund invests in various sectors and it is classified under a varied equity category. This helps balance out the associated risks.

Key Features of The Fund

5-year return
29.3627%
Expense Ratio
0.83%
Fund Manager
Rohit Shimpi
Fund Size
₹5762.54 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

SBI PSU Fund Direct Plan Growth could be a considerable option for you if you are seeking a regular mode of income, given you have a very high risk appetite. To reduce the downside risks associated and ensure that your returns are more predictable, the suggested investment horizon is considered to be three years or more. Therefore, be sure to look closely into your financial goals and risk tolerance before investing in this scheme.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Take the Guessing out of Investing

Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI PSU Fund on December 19, 2025, is ₹36.2112
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI PSU Fund, is ₹5762.54 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI PSU Fund is 0.83%
The SBI PSU Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI PSU Fund is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,678 in 3Y at 28.0223% returns
SIP Date1st of every month

Your next SIP Payment will be on 20 January 2026

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