SBI PSU Fund (Equity, Others)

High
7 yrs 11 monthsStarted on:07 Jul 2010
₹ 189.4 Cras on: 25 May 2018
Long Term Horizon
2.58%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide opportunities for long-term growth through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs and others.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR15.50
3 YR5.00

SIP Returns

TenureReturns (CAGR)
3 YR3.69
5 YR5.91

Portfolio

Company Name% Assets
Oil & Natural Gas Corpn. Ltd.8.86
GAIL (India) Ltd.6.75
State Bank of India6.73
National Thermal Power Corp. Ltd.6.54
Engineers India Ltd.6.04
Power Grid Corporation of India Ltd.5.98
National Aluminium Co. Ltd.5.74
Container Corpn. Of India Ltd.5.42
Bharat Heavy Electricals Ltd.4.75
Bank Of Baroda4.61

Top Sectoral Holdings

Sector Name% Assets
Energy40.54
Financial18.99
Construction9.36
Services9.19
Engineering8.21
Metals5.74

Indicators

LabelValue
Portfolio turnover ratio79
Standard Deviation17.81%
Sharpe Ratio0.09

Richard D'souza

Mr. D'souza is a B.Sc (Physics) from University of Mumbai.
Prior to joining SBI Fund Management in 2010 he has worked with Ask Investment Managers Pvt. Ltd., Antique Share & Stock Brokers Pvt. Ltd, Sunidhi Consultancy Ltd. and Alchemy Share & Stock Brokers Pvt. Ltd.
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