SBI PSU Direct Plan Growth

Equity
Sectoral / Thematic
Very High Risk
30.07%
3Y annualised
-0.79% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 Mar 2023₹16.00
Min. SIP amount₹500
RatingNA
Fund size₹505.13Cr

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 returns15.0%30.1%7.4%6.4%
Category average14.3%33.0%8.3%NA
Rank with in category232NA
Understand terms

Holdings (22)

NameSectorInstrumentAssets
State Bank of IndiaFinancialEquity13.9%
NTPC Ltd.EnergyEquity7.6%
Indian BankFinancialEquity6.3%
GAIL (India) Ltd.EnergyEquity5.3%
Bank Of BarodaFinancialEquity5.1%
Power Grid Corporation Of India Ltd.EnergyEquity4.4%
National Aluminium Company Ltd.Metals & MiningEquity4.2%
Bank of IndiaFinancialEquity3.9%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity3.6%
Punjab National BankFinancialEquity3.5%
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: 1.41%
1Y annualised returns higher than category average by 0.71%

Expense ratio, exit load and tax

Expense ratio: 1.41%

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

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
Website
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,

Compare funds

SBI PSU Direct Plan Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2023 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.7.9
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI