SBI PSU Direct growth

Equity • Other • Direct growth

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Insufficient fund history to generate its report card

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₹1,000 invested for 5 years

Fund Info

Equity

Other

Direct growth

Launched On
01 Jan 2013
11.9 years ago
Lock-in Period
No lock-in
NAV
as of 11 Dec 2024
₹35.88
-0.3153% (-0.10)
AUM
₹4,686 Cr
Expense ratio
0.74%
Benchmark
BSE PSU
Fund Plan
Open demat account

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Taxes

Units held less than 1Y

20%

Units held more than 1Y

12.5%

Exit Load

If units sold before 30D

0.5%

If units sold after 30D

0%

Distribution

Asset split
Equity93.90%
Cash6.10%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

38.06%
Energy

Energy

17.54%
Industrials

Industrials

11.84%
Basic Materials

Basic Materials

7.61%

Fund House

SBI

SBI

Inc: 01 Jan 1991 • Total AUM: ₹7,25,215 Cr • Rank #1
SBI Mutual Fund, started in 1987, has State Bank of India as its sponsors. The fund house is headed by Shamsher Singh as the CEO. As of 31 March 2024, it has an AUM of ₹9,64,182 Cr. It functions under the holding company AMUNDI Asset Management.

Fund Managers

Rohit Shimpi

Experience: 3.10 yrs • Total AUM: 1,37,738 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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