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SBI PSU Direct Plan Growth
+18.48%
3Y annualised
+0.45% 1D
NAV: 05 Oct '26
₹36.11
Min. for SIP
₹500
Fund size (AUM)
₹6,703.16 Cr
Expense ratio
0.97%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹56,972 | -5.05% | |
| 3 years | ₹1,80,000 | ₹1,91,416 | +6.34% | |
| 5 years | ₹3,00,000 | ₹4,67,029 | +55.68% | |
| 10 years | ₹6,00,000 | ₹14,75,576 | +145.93% |
Holdings (27)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| State Bank of India | Financial | Equity | 16.39% |
| NTPC Ltd | Energy & Utilities | Equity | 8.28% |
| Bharat Electronics Ltd | Industrials | Equity | 7.97% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 7.11% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 6.78% |
| Bank Of Baroda | Financial | Equity | 5.11% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 5.07% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 4.69% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 4.29% |
| Container Corporation Of India Ltd | Industrials | Equity | 3.97% |
| Indian Bank | Financial | Equity | 3.79% |
| PNB Housing Finance Ltd | Financial | Equity | 3.04% |
| NMDC Ltd | Materials | Equity | 2.62% |
| National Aluminium Company Ltd | Materials | Equity | 2.59% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 2.44% |
| Repo | Unspecified | Repo | 2.27% |
| General Insurance Corporation of India Ltd | Financial | Equity | 2.20% |
| Life Insurance Corporation of India | Financial | Equity | 2.13% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 1.84% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 1.59% |
| Engineers India Ltd | Industrials | Equity | 1.53% |
| NHPC Ltd | Energy & Utilities | Equity | 1.48% |
| Canara Robeco Asset Management Company Ltd. | Financial | Equity | 1.38% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 1.29% |
| GSPL Transmission Ltd. | Energy & Utilities | Equity | 0.26% |
| GOVERNMENT OF INDIA 36714 364 DAYS TBILL 19NV26 FV RS 100 | Financial | Treasury Bills | 0.07% |
| Net Payables | Unspecified | Net Payables | -0.18% |
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 | +18.5% | +20.7% | +13.2% | +11.1% |
| Category average (Equity Thematic) | +14.5% | +18.7% | +14.3% | +12.8% |
| 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
RSRohit ShimpiJun 2024 - PresentView details
RS
Rohit Shimpi
Jun 2024 - Present
View details
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 ₹13,16,224 Cr and the Latest NAV as of 05 Oct 2026 is ₹36.11.
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.
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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
Fund house
Rank (total assets)#1 in India
Total AUM₹13,16,223.67 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,