SBI PSU Regular Growth
Medium
Risk
Equity
Other
+
39.10
%
39.10
%
3Y annualised
+
0.25
%
0.25
%
1D
1M
6M
1Y
3Y
All
Fund size
1763
NAV:
Mar 7, 2024
29.6661
Sector
Tech
Type
Equity
Launched
Jul 2010
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
State Bank of India
9.67
%
NTPC Ltd
8.27
%
Power Grid Corp Of India Ltd
7.28
%
Oil & Natural Gas Corp Ltd
5.19
%
Housing & Urban Development Corp Ltd
4.72
%
RITES Ltd Ordinary Shares
4.12
%
Indian Oil Corp Ltd
4.02
%
Bharat Heavy Electricals Ltd
3.87
%
NHPC Ltd
3.8
%
Punjab National Bank
3.75
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 0.5% if redeemed within 30.0 Days, 0.0 % if redeemed after 30.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI PSU Regular Growth
More details
Investment objective
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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