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EQUITY•SECTORAL / THEMATIC

SBI PSU Fund Direct Plan IDCW Reinvestment

3 Year return

32.01%
NAV on December 25, 2025
36.7982
1D Returns
-0.08%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
68.92%₹2,481
Total Value ₹6,081

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹5,762.54 Cr.
Expense Ratio
0.83% (inclusive of GST)
Exit Load
For exit within 30 Days from the date of allotment 0.50%. For exit after 30 Days from the date of allotment - NIL.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

SBI Mutual Fund Manager

RS

Rohit Shimpi

Fund Manager since Jun 2024

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Infrastructure Fund27.1125%
0
SBI PSU Fund32.1444%
0
Aditya Birla Sun Life PSU Equity Fund29.6356%
0

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI PSU Fund Direct Plan IDCW Reinvestment

The SBI PSU Fund Direct Plan IDCW Reinvestment is a sectoral equity fund managed by SBI Mutual Fund. This fund invests in a diversified portfolio of stocks of companies that are either Public Sector Undertakings (PSUs) or have significant exposure to the PSU sector. The SBI PSU Fund Direct Plan IDCW Reinvestment is an open-ended fund. This means that investors can buy and sell units of the fund in the secondary market at any time. The expense ratio of the SBI PSU Fund Direct Plan IDCW Reinvestment is slightly higher than the category average.

Investment Objectives of the Scheme

The fund seeks to achieve its investment objective by investing at least 80% of its assets in equity and equity-related instruments of companies that are either PSUs or have significant exposure to the PSU sector. The fund may also invest in derivatives, debt securities, and money market instruments, but only to the extent necessary for hedging or liquidity management purposes.

Key Features of The Fund

5-year return
30.8136%
Expense Ratio
0.83%
Fund Manager
Rohit Shimpi
Fund Size
₹5762.54 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

This fund is suitable for investors who have a long-term investment horizon and are willing to take moderate to high risks. The fund is also suitable for investors who are familiar with the PSU sector and believe that it has the potential to generate long-term growth. However, it is important to remember that this is a sectoral fund and is subject to the risks associated with the healthcare sector. Investors should do their own research before investing in this fund.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Enhance the Creation of Long-Term Wealth With SIPs

SIPs are an effective strategy for building long-term wealth. SIPs leverage the power of compounding by continuously making small, regular investments at regular periods, which lets your money increase substantially over time. This tactic works especially well for reaching financial goals in the long run. With the help of mutual fund SIP calculator, you can efficiently plan your SIP investments and estimate possible returns.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI PSU Fund Direct Plan IDCW Reinvestment on December 25, 2025, is ₹36.7982
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI PSU Fund Direct Plan IDCW Reinvestment, is ₹5762.54 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI PSU Fund Direct Plan IDCW Reinvestment is 0.83%
The SBI PSU Fund Direct Plan IDCW Reinvestment was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI PSU Fund Direct Plan IDCW Reinvestment is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹6,081 in 3Y at 32.0146% returns
SIP Date1st of every month

Your next SIP Payment will be on 26 January 2026

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