SBI PSU Fund - Regular Plan -Growth

SBI PSU Fund - Regular Plan -Growth is a fund scheme from SBI mutual fund. It falls under a PSU Themes category. After being launched on 2010-07-12. SBI PSU Fund - Regular Plan -Growth has achieved Rs 4542.83 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 5000 to start the investment. The expense ratio of this fund is 1.88%.

• 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 -Growth trailing returns over different times are -1.87% (1 year), 31.45% (3 year), 30.77% (5 year). The average annual return of this fund stands at -1.87%

• Fund Manager & Portfolio Allocation:

  Rohit Shimpi are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Utilities, Energy, Industrials, Basic Materials, , Sectors. First five holdings of this fund are State Bank of India, GAIL (India) Ltd, Power Grid Corp Of India Ltd, Bharat Electronics Ltd, Bharat Petroleum Corp Ltd, 182 DTB 05062025, Treps, Net Receivable / Payable Companies.