Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Annualised returns
Absolute returns
Name
3Y
5Y
10Y
All
Fund returns
+36.1%
+28.0%
+17.4%
+8.7%
Category average (Equity Thematic)
+28.3%
+29.8%
+15.4%
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Rank (Equity Thematic)
2
2
3
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Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company's fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Exit Load
07 Jun 2021
Exit load of 0.50% if redeemed within 30 days.
01 Oct 2010
Exit load of 1% if redeemed within 1 year
17 May 2010
Exit load of 1% if redeemed within 3 years.
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.
SBI PSU Fund 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 Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,60,926 Cr and the Latest NAV as of 02 Mar 2026 is ₹36.72.
The SBI PSU Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. 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.