
SBI PSU Fund(G)-Direct Plan
+19.93%
5Y annualised
+19.93%
5Y annualised
-1.91% 1D
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Buy, Hold or Sell?
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NAV : 23 Oct 2026
₹34.64
Min. SIP amount
₹500
Fund size (AUM)
6353 Cr
Expense ratio
0.85%
Launched on
02 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 23 Oct 2026
₹34.64
Min. SIP amount
₹500
Fund size (AUM)
6353 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
64.06%
Mid Cap
24.13%
Small Cap
10.20%
Others
1.60%
Sector Allocation
Bank
24.45%
Power
17.51%
Capital Goods
14.15%
Gas Transmission
9.81%
Crude Oil
8.29%
Finance
5.44%
Insurance
4.29%
Logistics
3.66%
Others
12.34%
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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