SBI PSU Fund - DIRECT PLAN - GROWTH

SBI PSU Fund - DIRECT PLAN - GROWTH of SBI Mutual Fund has asset class type as Sector. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

High

Expense Ratio (%)

2.26

Age

NA Years

Fund Manager

Richard D'souza

AuM (Rs Crores)

160.3861

Asset Class

Sector

Net Asset Value:

10.4897

Rating

3

Exit Load

0.01

Benchmark

S&P BSE PSU TRI

Fund Type

Multi Cap

SEBI Category

Sectoral / Thematic

Turnover Ratio(Monthly)

.66 Times

Fund Manager Details:

Richard D'souza B.Sc Physics from Mumbai University Prior to joining SBI Fund Management in 21 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.

Objective:

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.

Top Holdings:

  • Banks (22.44)
  • Power Generation & Distribution (12.85)
  • Gas Distribution (1.82)
  • Crude Oil & Natural Gas (8.97)
  • Infrastructure Developers & Operators (7.57)
  • Refineries (7.39)
  • Non Ferrous Metals (5.57)
  • Capital Goods - Electrical Equipment (4.55)
  • Logistics (3.57)
  • Ship Building (3.13)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition