How to Invest in SBI PSU Direct Plan Growth?

You can easily invest in SBI PSU Direct Plan Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for SBI PSU Direct Plan Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in SBI PSU Direct Plan Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does SBI PSU Direct Plan Growth provide?

The SBI PSU Direct Plan Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 15.13% since its inception.

How much expense ratio is charged by SBI PSU Direct Plan Growth?

The term Expense Ratio used for SBI PSU Direct Plan Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of SBI PSU Direct Plan Growth is 0.83% as of 20 Jan 2026...

What is the AUM of SBI PSU Direct Plan Growth?

The AUM, short for Assets Under Management of SBI PSU Direct Plan Growth is ₹5,816.55Cr as of 20 Jan 2026.

How to Redeem SBI PSU Direct Plan Growth?

If you want to sell your SBI PSU Direct Plan Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of SBI PSU Direct Plan Growth?

You can select either SIP or Lumpsum investment of SBI PSU Direct Plan Growth based on your investment objective and risk tolerance.

What is the NAV of SBI PSU Direct Plan Growth?

The NAV of SBI PSU Direct Plan Growth is ₹37.70 as of 19 Jan 2026.

What is the PE and PB ratio of SBI PSU Direct Plan Growth?

The PE ratio ratio of SBI PSU Direct Plan Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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SBI PSU Direct Plan Growth

Name: SBI PSU Direct Plan Growth
Brand: SBI Mutual Fund

Equity

Thematic

Very High Risk

+29.93%

3Y annualised

-0.33% 1D

All

NAV: 19 Jan '26

₹37.70

Min. SIP amount

₹500

Fund size

₹5,816.55 Cr

Expense ratio

0.83%

Return calculator

Monthly SIP

One time

Monthly investment

₹5,000

Over the past	Total investment	Would've become	Returns
1 year	₹60,000	₹65,625	+9.38%
3 years	₹1,80,000	₹2,48,064	+37.81%
5 years	₹3,00,000	₹5,80,678	+93.56%
10 years	₹6,00,000	₹16,81,235	+180.21%

Holdings (25)

Name	Sector	Instruments	Assets
State Bank of India	Financial	Equity	16.76%
Bharat Electronics Ltd.	Capital Goods	Equity	8.91%
NTPC Ltd.	Energy	Equity	8.75%
GAIL (India) Ltd.	Energy	Equity	8.63%
Power Grid Corporation Of India Ltd.	Energy	Equity	8.02%
Bharat Petroleum Corporation Ltd.	Energy	Equity	6.40%
Bank Of Baroda	Financial	Equity	5.60%
NMDC Ltd.	Metals & Mining	Equity	3.99%
Indian Bank	Financial	Equity	3.49%
Oil India Ltd.	Energy	Equity	2.81%
General Insurance Corporation of India	Insurance	Equity	2.72%
National Aluminium Company Ltd.	Metals & Mining	Equity	2.70%
Petronet LNG Ltd.	Energy	Equity	2.00%
Bharat Heavy Electricals Ltd.	Capital Goods	Equity	1.98%
Life Insurance Corporation of India	Insurance	Equity	1.93%
Canara Robeco Asset Management Company Ltd.	Financial	Equity	1.93%
Indraprastha Gas Ltd.	Energy	Equity	1.67%
SBI Cards And Payment Services Ltd.	Financial	Equity	1.52%
Oil And Natural Gas Corporation Ltd.	Energy	Equity	1.43%
Gujarat State Petronet Ltd.	Energy	Equity	1.40%
SBI Life Insurance Company Ltd.	Insurance	Equity	1.29%
Indian Oil Corporation Ltd.	Energy	Equity	1.23%
Engineers India Ltd.	Construction	Equity	1.11%
Gujarat Gas Ltd.	Energy	Equity	0.85%
Reserve Bank of India	Financial	T-Bills	0.08%

See All

Minimum investments

Min. for 1st investment

₹5,000

Min. for 2nd investment

₹1,000

Min. for SIP

₹500

Returns and rankings

Annualised returns

Absolute returns

Name	3Y	5Y	10Y	All
Fund returns	+29.9%	+29.7%	+16.1%	+12.1%
Category average (Equity Thematic)	+28.3%	+29.8%	+15.4%	--
Rank (Equity Thematic)	2	1	2	--

Exit load, stamp duty and tax

Exit load

Exit load of 0.50% if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Check past data

Fund management

RS
Rohit Shimpi
Jun 2024 - Present
View details

Education

Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.

Experience

Prior to joining SBI Mutual Fund, he has worked with CNBC TV18, JP Morgans offshore research centre and HDFC Standard Life Insurance.

Also manages these schemes

SBI Retirement Benefit Fund Aggressive Plan Direct Growth

SBI US Specific Equity Active FoF Direct Growth

SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Growth

SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Growth

SBI ESG Exclusionary Strategy Fund Direct Plan Growth

SBI Retirement Benefit Fund Conservative Plan Direct Growth

SBI PSU Direct Plan Growth

About SBI PSU Direct Plan Growth

SBI PSU Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Rohit Shimpi is the Current Fund Manager of SBI PSU Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,56,070 Cr and the Latest NAV as of 19 Jan 2026 is ₹37.70. The SBI PSU Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.50% if redeemed within 30 days. ;

Investment Objective

The scheme seeks to provide opportunities for long-term growth through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs and others.

Fund benchmarkBSE PSU Total Return Index

Scheme Information Document(SID)