
SBI PSU Fund(G)-Direct Plan
+24.87%
5Y annualised
+24.87%
5Y annualised
-0.57% 1D
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Buy, Hold or Sell?
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NAV : 27 Aug 2026
₹38.09
Min. SIP amount
₹500
Fund size (AUM)
6678 Cr
Expense ratio
0.85%
Launched on
02 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 27 Aug 2026
₹38.09
Min. SIP amount
₹500
Fund size (AUM)
6678 Cr
Expense ratio
0.85%
Launched on
02 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
70.52%
Mid Cap
20.73%
Small Cap
6.54%
Others
2.21%
Sector Allocation
Bank
24.61%
Power
17.14%
Capital Goods
11.21%
Gas Transmission
10.97%
Crude Oil
10.58%
Insurance
10.10%
Mining
3.49%
Cash & Cash Equivalents And Net Assets
3.12%
Others
8.60%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.50% on or before 30D, Nil after 30D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Rohit Shimpi
Present
Similar/Peer Fund Comparison
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FAQs
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