SBI PSU Regular Growth - Latest NAV ₹8.8271, Returns, Performance & Portfolio

SBI PSU Regular Growth

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 2.36 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years-1.25%
5 Years-0.17%
3 Years-12.18%
1 Year-15.78%
6 Months17.86%
Fund Details
RiskHigh Risk
Fund TypeEquity - Other
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
State Bank of India9.4%
Power Grid Corp Of India Ltd8.68%
NTPC Ltd8.56%
Bharat Petroleum Corp Ltd7.76%
Hindustan Petroleum Corp Ltd7.44%
Can Fin Homes Ltd6.09%
SBI Life Insurance Co Ltd4.61%
RITES Ltd Ordinary Shares4.58%
Oil & Natural Gas Corp Ltd4.12%
The New India Assurance Co Ltd3.66%

About SBI PSU Fund

SBI PSU Fund is an open-ended Equity scheme investing in PSU/PSU subsidiaries sector. The fund may also invest in debt and money market instruments issued by PSUs and others. Primarily, the fund will focus on PSU and its subsidiaries to ensure long-term capital appreciation for the investors.

Pros & Cons of SBI PSU Fund

SBI PSU Fund offers the following benefits:

  1. The fund offers opportunities to investors to grow their capital with PSU companies.
  2. However, the returns with the SBI PSU Fund have been lower than average category return for multiple timeframes.

Fund Information and Statistics of SBI PSU Fund

i) Inception / Launch date

The SBI PSU Fund was launched on July 07, 2010, by SBI Mutual Funds.

ii) Risk level

Investment in this fund is a high-risk bet. It is suitable only if you are well-versed with investment in Mutual Funds and have a long-term goal.

iii) Redemption

Redemption of Units will be done at applicable NAV prices on every business day. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days.

iv) Fund Manager

SBI PSU Fund is managed by Mr Richard D’souza since August 2016. He comes with 26 years of experience.

v) Entry / Exit load

The fund house does not charge any entry load or exit load if redeemed one year after the date of allotment. However, 1% exit load is charged if redeemed after before one year from the date of allotment.

Tax benefits of investing in SBI PSU Fund

A short-term capital gain tax of 15% is applicable if sold within a year from the date of allotment, whereas Long term capital gains , in excess of Rs 1 lakh, will be taxed at 10% if sold after one year. A dividend distribution tax of 10% is also levied on dividends.

About SBI Mutual Fund

SBI Mutual fund is formed by multiple investors who seek to invest on bonds, stock etc.The capital gains are registered with the Securities and Exchange Board of India (SEBI), and professional fund managers operate the funds and invest the fund capitals and attempts to produce capital gains.

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Frequently Asked Questions

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 2.36 Lakhs in a period of 20 years
High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns