SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) is a scheme launched by SBI Mutual Fund on July 12, 2010, and falls under the PSU Themes fund category. It currently manages an AUM of Rs 5,278.16 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.88% for managing the portfolio.

• Investing Strategy:

  To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings (and their subsidiaries) and in debt and money market instruments issued by PSUs and others.

• Performance:

  SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) trailing returns over different times are -4.02% (1 year), 28.51% (3 year) and 30.51% (5 year). The average annual return of this fund stands at 3.37%.