SBI PSU Direct Plan Growth

Equity
Sectoral / Thematic
Very High Risk
39.43%
3Y annualised
+2.26% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Mar 2024₹31.46
Min. SIP amount₹500
RatingNA
Fund size₹1,432.29Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns94.6%39.4%26.2%12.5%
Category average93.7%41.0%26.9%NA
Rank with in category222NA
Understand terms

Holdings (25)

NameSectorInstrumentAssets
FinancialEquity10.18%
EnergyEquity6.30%
EnergyEquity6.08%
EnergyEquity6.04%
FinancialEquity5.23%
Metals & MiningEquity4.83%
Capital GoodsEquity4.78%
FinancialEquity4.33%
Metals & MiningEquity4.16%
FinancialEquity4.06%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

Consistently top ranked fund
3Y, 5Y and 10Y annualised returns lower than category average
Lower expense ratio: 0.97%
1Y annualised returns higher than category average by 0.88%

Expense ratio, exit load and tax

Expense ratio: 0.97%

Inclusive of GST

Exit load

Exit load of 0.50% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Richard D'souza
Aug 2014 - Present
View details

Education
Mr. D'souza is a B.Sc (Physics) from University of Mumbai.
Experience
Prior to joining SBI Fund Management in 2010 he has worked with Ask Investment Managers Pvt. Ltd., Antique Share & Stock Brokers Pvt. Ltd, Sunidhi Consultancy Ltd. and Alchemy Share & Stock Brokers Pvt. Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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