SBI PSU Regular Growth

• Alpha -0.19%
• Beta 0.80
• Sharpe Ratio1.19
• Std Deviation 20.40%
• 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 679.00 crores & has delivered CAGR of 14.80% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.43%. 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 Medium & Exceptional respectively.

The top holdings of the fund include State Bank Of India, NTPC, Treps & Bharat Heavy Electricals.

The major sectors where the fund is invested are Regional Banks, Electric Utilities, Water Transportation & Consumer Financial Services.

Some of the similar funds are SBI PSU Regular Growth, DSP Natural Resources & New Energy Fund Regular Plan Growth, HSBC Business Cycles Regular Growth, Aditya Birla Sun Life Manufacturing Equity Fund Regular Plan Growth, Aditya Birla Sun Life Special Opportunities Fund Reg Growth. SBI PSU Regular Growth has a sharpe ratio of 1.19 & a standard deviation of 20.40%.