SBI PSU Fund Growth

Equity
Thematic
Very High Risk
+30.59%
3Y annualised
-0.21% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Dec 2025
₹33.32
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹5,762.54Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (26)

NameSectorInstrumentAssets
FinancialEquity16.87%
Capital GoodsEquity9.27%
EnergyEquity8.24%
EnergyEquity7.87%
EnergyEquity7.75%
EnergyEquity6.04%
FinancialEquity5.53%
FinancialEquity3.67%
Metals & MiningEquity3.58%
InsuranceEquity2.79%
EnergyEquity2.76%
Metals & MiningEquity2.26%
InsuranceEquity2.03%
Capital GoodsEquity2.02%
EnergyEquity1.93%
FinancialEquity1.88%
EnergyEquity1.73%
FinancialEquity1.57%
InsuranceEquity1.50%
EnergyEquity1.46%
EnergyEquity1.32%
EnergyEquity1.20%
ConstructionEquity1.09%
FinancialEquity0.86%
EnergyEquity0.82%
Reserve Bank of India
FinancialT-Bills0.08%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
3Y5Y10YAll
Fund returns30.6%29.1%14.0%8.1%
Category average30.2%30.0%15.5%NA
Rank with in category223NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.86%

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

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%.

Understand terms
Check past data

Fund management

Rohit Shimpi
Jun 2024 - Present
View details

Fund house & investment objective

Fund house contact details

Address
9th Floor & Unit no. 1002, 1003 and 1004 of 10th 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
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 Fund Growth
VS
Add mutual fund to compare