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Business News/Market/Market Stats/    SBI PSU Regular Growth

SBI PSU Regular Growth

+
  • Equity
  • Equity - Other
  • Rating 1
  • Plan
29.72 +0.10 (0.33%) NAV as on 16 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1875.84
  • CAGR 93.81%
  • Exit Load0.50%
  • Expense ratio2.11%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2010-07-07

Morning Star Rating 1

High
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 18 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 190.14
  • 10.14%
View More

Risk & Volitility

  • Alpha -0.19%
  • Beta 0.80
  • Sharpe Ratio1.48
  • Std Deviation 20.33%
  • Tracking Error 8.33%

About Fund

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 1875.84 crores & has delivered CAGR of 23.20% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.11%. 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, Treps, Power Grid Corporation Of India & NTPC.

 

The major sectors where the fund is invested are Electric Utilities, Regional Banks, Metal Mining & Oil & Gas Operations.

 

Some of the similar funds are SBI PSU Regular Growth, Tata Business Cycle Fund Regular Growth, Quant Quantamental Fund Regular Growth, Kotak Manufacture in India Fund Regular Growth, Aditya Birla Sun Life Business Cycle Fund Regular Growth. SBI PSU Regular Growth has a sharpe ratio of 1.48 & a standard deviation of 20.33%.

FAQs about SBI PSU Regular Growth

According to the morning star rating SBI PSU Regular Growth has a High risk & Exceptional return.
SBI PSU Regular Growth is managed by Richard D'souza.
The expense ratio of SBI PSU Regular Growth is 2.11%.
The 5 year annualized return on SBI PSU Regular Growth is 23.20% & it has generated 93.81% in the last 1 year.
The minimum investment in SBI PSU Regular Growth is 5000 Rs.
SBI PSU Regular Growth has an AUM of 1875.84 crores.
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