SBI PSU Fund (Equity, Others)

High
7 yrs 8 monthsStarted on:07 Jul 2010
₹ 225.32 Cras on: 16 Feb 2018
Long Term Horizon
2.56%
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)
1 YR3.47
2 YR24.17
3 YR6.24

SIP Returns

TenureReturns (CAGR)
2 YR10.78
3 YR10.57
5 YR10.18

Portfolio

Company Name% Assets
State Bank of India10.77
Oil & Natural Gas Corpn. Ltd.8.39
Engineers India Ltd.6.46
GAIL (India) Ltd.6.27
Bharat Electronics Ltd.5.58
Container Corpn. Of India Ltd.4.86
Power Grid Corporation of India Ltd.4.69
Bharat Heavy Electricals Ltd.4.56
National Aluminium Co. Ltd.4.51
Punjab National Bank4.49

Top Sectoral Holdings

Sector Name% Assets
Energy35.61
Financial28.49
Engineering12.72
Construction9.47
Services8.07
Metals4.51

Indicators

LabelValue
Portfolio turnover ratio73
Standard Deviation17.42%
Beta0.87%
Sharpe Ratio0.32

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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