SBI PSU Direct Plan-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -3.07%
NAV: ₹37.32 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of SBI PSU Direct Plan-Growth

  • ₹6,353.8 Cr
    AUM
  • ₹37.32
    NAV
  • 0.98%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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SBI PSU Direct Plan-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -3.07% NA -2.98%
6 Months -6.38% NA 9.91%
1 Year 0.27% 0.27% -10.94%
2 Years 6.63% 3.26% 29.93%
3 Years 75.83% 20.70% 32.29%
5 Years 165.82% 21.60% 29.74%
7 Years 230.53% 18.62% NA
10 Years 264.59% 13.81% 15.71%
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As on Thu Nov 05, 2026

Asset Allocation of SBI PSU Direct Plan-Growth

equities

97.84%

debt instruments

0.07%

other assets or cash equivalents

2.09%
Large Cap: 72.87%
Mid Cap: 16.52%
Small Cap: 10.61%
Other: 0.00%
Top Holdings
State Bank Of India
18.23%
State Bank Of India
16.87%
State Bank Of India
16.64%
State Bank Of India
16.64%
State Bank Of India
16.64%
 
Top Sectors
Financial
331.25%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About SBI PSU Direct Plan-Growth

SBI PSU Direct Plan-Growth is one Equity mutual fund offered by SBI Mutual Fund. Launched on 01 Jan 2013, the fund aims Long term capital appreciation. Investments in diversified basket of equity stocks of domestic Public Sector Undertakings and their subsidiaries. It manages assets worth ₹6,353.8 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.98%.
The portfolio allocation consists of 97.84% in equities, 0.07% in debt instruments, 2.09% in other assets or cash equivalents.Managed by Rohit Shimpi, it has delivered a return of 0.27% in the last year, a total return since inception of 11.32%.
To take informed investment decisions it makes sense to also compare best sip that align with individual risk appetite.

Read more
  • Rohit Shimpi

    Fund Manager

  • Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.

    Manager Education

Key Metrics of SBI PSU Direct Plan-Growth

  • Standard Deviation
    22.09%
  • Mean
    20.09%
  • Sharpe Ratio
    0.66%
  • Alpha
    1.11%
  • Beta
    0.92%
  • Sortino Ratio
    1.17%

SBI PSU Direct Plan-Growth Fund Details

Fund Names SBI PSU Direct Plan-Growth
Inception Date 01 Jan 2013
Lock In No Lock-in
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
SBI PSU Direct Plan-Growth Fund Returns Comparison

Compare SBI PSU Direct Plan-Growth with other mutual funds in the same category

SBI PSU Direct Plan-Growth

CPSE ETF-Growth

Aditya Birla Sun Life PSU Equity Fund Direct-Growth

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
CPSE ETF-Growth trend ₹18,645 0.42% -4.30% -2.47% 19.11% 24.88%
Aditya Birla Sun Life PSU Equity Fund Direct-Growth trend ₹5,775 3.19% -2.24% 3.46% 19.43% 21.68%
Aditya Birla Sun Life PSU Equity Fund Direct-IDCW trend ₹5,775 3.19% -2.24% 3.46% 19.43% 21.68%
SBI PSU Direct Plan-Growth trend ₹6,354 3.36% -3.07% 0.27% 20.70% 21.60%
SBI PSU Direct Plan-IDCW trend ₹6,354 3.36% -3.07% 0.27% 20.70% 21.60%
SBI PSU Fund-Growth trend ₹6,354 3.27% -3.31% -0.72% 19.43% 20.30%
SBI PSU Fund-IDCW trend ₹6,354 3.27% -3.31% -0.72% 19.43% 20.30%
Aditya Birla Sun Life PSU Equity Fund Regular-Growth trend ₹5,775 3.09% -2.51% 2.23% 17.94% 20.04%
Aditya Birla Sun Life PSU Equity Fund Regular-IDCW trend ₹5,775 3.09% -2.51% 2.23% 17.94% 20.04%
Invesco India PSU Equity Fund Direct-Growth trend ₹1,361 1.42% -4.42% -5.41% 18.42% 19.12%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from SBI Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
SBI PSU Fund-Growth increase ₹6,354 3.27% -3.31% -6.84% -0.72% 19.43%
SBI PSU Fund-IDCW increase ₹6,354 3.27% -3.31% -6.84% -0.72% 19.43%
SBI PSU Direct Plan-IDCW increase ₹6,354 3.36% -3.07% -6.38% 0.27% 20.70%
increase growth is based on 1-month returns of the funds

SBI PSU Direct Plan-Growth Calculator

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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
CPSE ETF-Growth trend ₹18,645 ₹90.72 19.11% 24.88% 13.85%
SBI PSU Direct Plan-Growth trend ₹6,354 ₹37.32 20.70% 21.60% 13.81%
SBI PSU Fund-Growth trend ₹6,354 ₹33.46 19.43% 20.30% 12.77%
SBI PSU Direct Plan-IDCW trend ₹6,354 ₹37.27 20.70% 21.60% 13.81%
SBI PSU Fund-IDCW trend ₹6,354 ₹33.45 19.43% 20.30% 12.77%
Aditya Birla Sun Life PSU Equity Fund Direct-Growth trend ₹5,775 ₹39.19 19.43% 21.68% -
Aditya Birla Sun Life PSU Equity Fund Regular-Growth trend ₹5,775 ₹35.32 17.94% 20.04% -
Aditya Birla Sun Life PSU Equity Fund Direct-IDCW trend ₹5,775 ₹29.77 19.43% 21.68% -
Aditya Birla Sun Life PSU Equity Fund Regular-IDCW trend ₹5,775 ₹25.33 17.94% 20.04% -
ICICI Prudential PSU Equity Fund Direct-Growth trend ₹1,755 ₹22.64 19.58% - -
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Top funds are based on Fund AUM

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SBI PSU Direct Plan-Growth Detailed Portfolio

Stocks Sector % of Holding Value
State Bank Of IndiaFinancial18.23%₹1,192.99 Cr
State Bank Of IndiaFinancial16.87%₹1,124.81 Cr
State Bank Of IndiaFinancial16.64%₹1,111.88 Cr
State Bank Of IndiaFinancial16.64%₹1,111.88 Cr
State Bank Of IndiaFinancial16.64%₹1,111.88 Cr
State Bank Of IndiaFinancial16.64%₹1,111.88 Cr
State Bank Of IndiaFinancial16.86%₹1,111.71 Cr
State Bank Of IndiaFinancial16.39%₹1,098.96 Cr
State Bank Of IndiaFinancial16.39%₹1,098.96 Cr
State Bank Of IndiaFinancial16.39%₹1,098.96 Cr
State Bank Of IndiaFinancial16.39%₹1,098.96 Cr
State Bank Of IndiaFinancial16.39%₹1,098.96 Cr
State Bank Of IndiaFinancial16.39%₹1,098.96 Cr
State Bank Of IndiaFinancial16.39%₹1,098.96 Cr
State Bank Of IndiaFinancial16.39%₹1,098.96 Cr
State Bank Of IndiaFinancial17.88%₹1,069.34 Cr
State Bank Of IndiaFinancial15.66%₹994.76 Cr
State Bank Of IndiaFinancial15.66%₹994.76 Cr
State Bank Of IndiaFinancial15.66%₹994.76 Cr
State Bank Of IndiaFinancial16.76%₹975.08 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
CPSE ETF-Growth increase ₹90.72 19.11% 24.88% -
Aditya Birla Sun Life PSU Equity Fund Direct-Growth increase ₹39.19 19.43% 21.68% -
Aditya Birla Sun Life PSU Equity Fund Direct-IDCW increase ₹29.77 19.43% 21.68% -
SBI PSU Direct Plan-Growth increase ₹37.32 20.70% 21.60% -
SBI PSU Direct Plan-IDCW increase ₹37.27 20.70% 21.60% -
SBI PSU Fund-Growth increase ₹33.46 19.43% 20.30% -
SBI PSU Fund-IDCW increase ₹33.45 19.43% 20.30% -
Aditya Birla Sun Life PSU Equity Fund Regular-Growth increase ₹35.32 17.94% 20.04% -
Aditya Birla Sun Life PSU Equity Fund Regular-IDCW increase ₹25.33 17.94% 20.04% -
Invesco India PSU Equity Fund Direct-Growth increase ₹75.12 18.42% 19.12% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

SBI PSU Direct Plan-Growth

What is the current AUM of SBI PSU Direct Plan-Growth?

As of Wed Sep 30, 2026, SBI PSU Direct Plan-Growth manages assets worth ₹6,353.8 crore

What is the long-term performance of SBI PSU Direct Plan-Growth?

  • 3 Years CAGR: 20.70%
  • 5 Years CAGR: 21.60%
  • Since Inception: 11.32%

What is the portfolio composition of SBI PSU Direct Plan-Growth?

Equity: 97.84%, Debt: 0.07%, Others: 2.09%.

Who manages SBI PSU Direct Plan-Growth?

SBI PSU Direct Plan-Growth is managed by Rohit Shimpi from SBI Mutual Fund.

What is the market-cap allocation of SBI PSU Direct Plan-Growth?

Large Cap: 72.87%, Mid Cap: 16.52%, Small Cap: 10.61%.

Which are the top companies SBI PSU Direct Plan-Growth has invested in?

  • State Bank of India – 18.23% of the fund's portfolio
  • State Bank of India – 16.87% of the fund's portfolio
  • State Bank of India – 16.64% of the fund's portfolio
  • State Bank of India – 16.64% of the fund's portfolio
  • State Bank of India – 16.64% of the fund's portfolio

Which are the major sectors SBI PSU Direct Plan-Growth focuses on?

  • Financial – 331.25% of the fund's portfolio
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