SBI PSU Regular Growth
Get the latest NAV of SBI PSU Regular Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹32.52
▲0.4%1D
NAV as on 04 Jul 2025
8.18%/per year
Since Inception
▲▼
SBI PSU Regular Growth Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (04-Jul-25)
The fund has outperformed the benchmark (Nifty 500) over 3Y, 5Y, but underperformed over 1Y.
Peer comparison
SBI PSU Regular Growth Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
SBI PSU Regular Growth Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 95.4%
Debt & Cash 4.6%
SBI PSU Regular Growth Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 95.4%
Debt & Cash 4.6%
Top 3 Sectors in May were Financial Services, Utilities & Energy
Financial Services
37%
Utilities
29%
Energy
16%
Financial Services
37%
Utilities
31%
Energy
16%
SBI PSU Regular Growth Holdings Details
as on (30-Jun-25)
Equity
Debt & Cash
SBI PSU Regular Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.86% |
Benchmark | BSE PSU TR INR |
| AUM | ₹5259 Cr |
| Inception Date | 7 July, 2010 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 58.88% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About SBI PSU Regular Growth
SBI PSU Regular Growth is an equity fund. This fund was started on 7 July, 2010. The fund is managed by . The fund could potentially beat inflation in the long-run.
Key Parameters
- SBI PSU Regular Growth has ₹5259 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 1.9.
Returns
SBI PSU Regular Growth has given a CAGR return of 8.18% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -2.21%, 38.57% and 30.60% respectively.
Holdings
SBI PSU Regular Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Utilities, Energy, Industrial, Basic Materials. Its top holdings are State Bank of India, Bharat Electronics Ltd, GAIL (India) Ltd, Power Grid Corp Of India Ltd, NTPC Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of SBI PSU Regular Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI PSU Regular Growth has no lock in period.
- AUM of the fund stands at 5.3K Cr as of May'25
- AUM increased by 223.6 Cr between May'25 and Apr'25
More funds from SBI
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5Y CAGR
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5Y CAGR
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5Y CAGR
▲ 34.13
Frequently Asked Questions for SBI PSU Regular Growth
How do I invest in SBI PSU Regular Growth?
- Download the INDmoney app.
- Search for ‘SBI PSU Regular Growth’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.