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SBI PSU Direct Plan Growth

Equity
Sectoral / Thematic
Very High Risk
12.22%
3Y annualised
+0.39% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Jan 2022₹14.22
Min. SIP amount₹500
RatingNA
Fund size₹434.62Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns37.1%12.2%4.9%5.9%
Category average44.4%7.4%7.3%NA
Rank with in category322NA
Understand terms

Holdings (22)

NameSectorInstrumentAssets
FinancialEquity9.7%
EnergyEquity6.5%
EnergyEquity6.5%
EnergyEquity5.9%
MetalsEquity4.8%
EnergyEquity4.4%
MetalsEquity4.3%
FinancialEquity4.3%
EnergyEquity4.2%
EngineeringEquity4.0%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

3Y annualised returns higher than category average by 3.15%
Lower expense ratio: 1.47%
Consistently top ranked fund

Cons

Lower AUM: 425Cr. Funds with lower AUM tend to have higher expense ratio
1Y and 5Y annualised returns lower than category average
Low rating: 0

Expense ratio, exit load and tax

Expense ratio: 1.47%

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 house & investment objective

Fund house contact details

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