Name	Sector	Instruments	Assets
State Bank of India	Financial	Equity	16.87%
Bharat Electronics Ltd.	Capital Goods	Equity	9.27%
NTPC Ltd.	Energy	Equity	8.24%
GAIL (India) Ltd.	Energy	Equity	7.87%
Power Grid Corporation Of India Ltd.	Energy	Equity	7.75%
Bharat Petroleum Corporation Ltd.	Energy	Equity	6.04%
Bank Of Baroda	Financial	Equity	5.53%
Indian Bank	Financial	Equity	3.67%
NMDC Ltd.	Metals & Mining	Equity	3.58%
General Insurance Corporation of India	Insurance	Equity	2.79%
Oil India Ltd.	Energy	Equity	2.76%
National Aluminium Company Ltd.	Metals & Mining	Equity	2.26%
Life Insurance Corporation of India	Insurance	Equity	2.03%
Bharat Heavy Electricals Ltd.	Capital Goods	Equity	2.02%
Petronet LNG Ltd.	Energy	Equity	1.93%
Canara Robeco Asset Management Company Ltd.	Financial	Equity	1.88%
Indraprastha Gas Ltd.	Energy	Equity	1.73%
SBI Cards And Payment Services Ltd.	Financial	Equity	1.57%
SBI Life Insurance Company Ltd.	Insurance	Equity	1.50%
Oil And Natural Gas Corporation Ltd.	Energy	Equity	1.46%
Gujarat State Petronet Ltd.	Energy	Equity	1.32%
Indian Oil Corporation Ltd.	Energy	Equity	1.20%
Engineers India Ltd.	Construction	Equity	1.09%
REC Ltd.	Financial	Equity	0.86%
Gujarat Gas Ltd.	Energy	Equity	0.82%
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%	+29.3%	+15.4%	+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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

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 ₹12,61,509 Cr and the Latest NAV as of 12 Jan 2026 is ₹37.50. 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)