SBI PSU Regular Growth

• Alpha -0.19%
• Beta 0.80
• Sharpe Ratio1.24
• Std Deviation 21.45%
• Tracking Error 8.33%

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.

The SBI PSU Regular Growth has an AUM of 4471.14 crores & has delivered CAGR of 26.18% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.88%. The minimum investment in SBI PSU Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are High & Exceptional respectively.

The top holdings of the fund include State Bank Of India, Power Grid Corporation Of India, GAIL India & Bharat Electronics.

The major sectors where the fund is invested are Regional Banks, Electric Utilities, Natural Gas Utilities & Aerospace & Defense.

Some of the similar funds are SBI PSU Regular Growth, Franklin India Opportunities Fund Growth, Aditya Birla Sun Life PSU Equity Fund Regular Growth, Aditya Birla Sun Life MNC Fund Growth, HDFC Defence Fund Regular Growth. SBI PSU Regular Growth has a sharpe ratio of 1.24 & a standard deviation of 21.45%.