SBI PSU Direct Plan-Growth
SBI PSU Direct Plan-Growth: Mutual Fund Overview
SBI PSU Direct Plan-Growth is an Thematic-PSU mutual fund with over 13.22 years of performance history. The scheme manages an AUM of ₹6545.07 Cr and has a NAV of ₹36.4954. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 12.48%.
Equity, Thematic-PSU, Principal at very high risk
1 Year Return 12.48% at 24 Mar 2026 03:07 PM
Fund Details
NAV 36.4954
Sub-Type Thematic-PSU
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 13.22
Fund Size(in Crores) 6545.07
Fund Performance
1 Month -10.66%
3 Month -1.17%
6 Month 2.45%
1 Year 12.48%
3 Year 31.6%
5 Year 26.6%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life PSU Equity Fund Regular-Growth Ret 1M -10.91% Ret 1Y 9.93% Ret 3Y 26.86% Ret 5Y 24.28%
Equity, Flexi Cap funds Aditya Birla Sun Life PSU Equity Fund Regular-IDCW Ret 1M -10.91% Ret 1Y 9.93% Ret 3Y 26.86% Ret 5Y 24.28%
Equity, Flexi Cap funds Groww Nifty India Railways PSU Index Fund Regular-Growth Ret 1M -16.33% Ret 1Y -19.58% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww Nifty India Railways PSU Index Fund Regular-IDCW Payout Ret 1M -16.33% Ret 1Y -19.58% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww Nifty India Railways PSU Index Fund Regular-IDCW Reinvestment Ret 1M -16.33% Ret 1Y -19.58% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww Nifty PSE ETF FOF Regular-Growth Ret 1M -7.67% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww Nifty PSE ETF FOF Regular-IDCW Payout Ret 1M -7.67% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww Nifty PSE ETF FOF Regular-IDCW Reinvestment Ret 1M -7.67% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds ICICI Prudential PSU Equity Fund - Growth Ret 1M -9.8% Ret 1Y 6.91% Ret 3Y 26.02% Ret 5Y 0%
Equity, Flexi Cap funds ICICI Prudential PSU Equity Fund - IDCW Ret 1M -9.8% Ret 1Y 6.91% Ret 3Y 26.02% Ret 5Y 0%
Equity, Flexi Cap funds ICICI Prudential PSU Equity Fund - IDCW Payout Ret 1M -9.8% Ret 1Y 6.91% Ret 3Y 26.02% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.85%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Rohit Shimpi
Education Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.
Experience Prior to joining SBI Mutual Fund, he has worked with CNBC TV18, JP Morgans offshore research centre and HDFC Standard Life Insurance.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 2
Date of Incorporation 2013-01-01
Total AUM 1268212.63
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
SBI PSU Direct Plan-Growth FAQs
How to invest in SBI PSU Direct Plan-Growth?
Investing in SBI PSU Direct Plan-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for SBI PSU Direct Plan-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of SBI PSU Direct Plan-Growth?
The term expense ratio for SBI PSU Direct Plan-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of SBI PSU Direct Plan-Growth is 0.85% as of 24 Mar 2026.
What is the NAV of SBI PSU Direct Plan-Growth?
The NAV of SBI PSU Direct Plan-Growth is ₹36.4954 as of 24 Mar 2026.
What is the AUM of SBI PSU Direct Plan-Growth?
The AUM (Assets Under Management) of SBI PSU Direct Plan-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of SBI PSU Direct Plan-Growth is ₹6545.07 Cr as of 24 Mar 2026.
What is the PE and PB ratio of SBI PSU Direct Plan-Growth?
The PE ratio of SBI PSU Direct Plan-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in SBI PSU Direct Plan-Growth?
Yes, you can invest in SBI PSU Direct Plan-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of SBI PSU Direct Plan-Growth in the last 5 years?
The return of SBI PSU Direct Plan-Growth in the last 5 years is 26.6%.
What is the minimum SIP investment required in SBI PSU Direct Plan-Growth?
The minimum SIP investment in SBI PSU Direct Plan-Growth depends on the fund's scheme rules and usually starts at a small amount. For SBI PSU Direct Plan-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of SBI PSU Direct Plan-Growth?
The NAV of SBI PSU Direct Plan-Growth, as of 24 Mar 2026, is ₹36.4954.
Who manages the SBI PSU Direct Plan-Growth?
The fund managers responsible for SBI PSU Direct Plan-Growth are:
- Rohit Shimpi