SBI PSU Fund - REGULAR PLAN -Growth

Factsheet

As of 31 Aug 2026

Inception

07 Jul 2010

Fund managers

Mr. Rohit Shimpi (since 01 Jun 2024)

Benchmark

BSE PSU (TRI)

AUM

6693.32 crore

Regular expense

1.88%

Direct expense

0.91%

Portfolio turnover

0.23

Minimum investment

₹ 5,000

SIP minimum

₹ 500

Exit load

For exit on or before 30 days from the date of allotment – 0.50% For exit after 30 days from the date of allotment - Nil The risk of the scheme is Very High The risk of the benchmark is Very High This product is suitable for investors who are seeking^: • Long term capital appreciation. • Investments in diversified basket of equity stocks of domestic Public Sector Undertakings and their subsidiar

Standard deviation

22.33%

Beta

0.92

Sharpe

0.79