
SBI PSU Fund(G)-Direct Plan
+23.67%
5Y annualised
+23.67%
5Y annualised
-0.74% 1D
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Buy, Hold or Sell?
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NAV : 11 Sep 2026
₹37.66
Min. SIP amount
₹500
Fund size (AUM)
6703 Cr
Expense ratio
0.85%
Launched on
02 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 11 Sep 2026
₹37.66
Min. SIP amount
₹500
Fund size (AUM)
6703 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
63.52%
Mid Cap
25.22%
Small Cap
8.84%
Others
2.41%
Sector Allocation
Bank
25.29%
Power
16.87%
Capital Goods
12.26%
Crude Oil
9.76%
Gas Transmission
9.66%
Finance
5.48%
Insurance
4.33%
Logistics
3.97%
Others
12.30%
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
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FAQs
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