Overview (as on 30 Jul 2021)

NAV

₹12.9157

1y returns

47.564%

Fund AUM

₹384 Cr

Expense Ratio

1.73%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
26.88%
Energy
25.84%
Utilities
25.17%
Basic Materials
13.18%
Industrials
8.93%
Size Breakup
Large Cap
76.17%
Mid Cap
21.62%
Small Cap
2.22%

Key Metrics

Beta 

0.0

Std deviation 

21.72%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
SBI PSU Direct Growth
Scheme Document
Exit Load

For 0 - 30 Days: 0.5%

After 30 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Richard D'souza
Fund House Details
Fund House
SBI Funds Management Private Limited
Email
partnerforlife@sbimf.com
Phone
+912267425687
Address
SBI Funds Management Private Limited,9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East),

Other Related Plans

Peer Funds

SBI PSU Direct Growth

NAV

₹12.9157

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Richard D'souza
Richard D'souza

leader

Qualifications
B.Sc (Physics)
Work Experience
"Richard currently manages thematic funds at SBIMF. He joined SBIFM in 2010 as Fund Manager for the Retail PMS division. Richard had joined us from ASK Investment Managers where he was the portfolio manager for PMS schemes. Prior to joining ASK, Richard was a sell side analyst with various broking firms such as Antique Shares, Sunidhi Consulting and Alchemy Shares for 17 years. He started his career in 1992 as a research analyst at Ajit Vajani Share Brokers. Richard is a Science graduate from Mumbai University."

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