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SBI PSU Fund-Growth

Ranked 300 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Richard D'souza

Objective

The objective of the scheme would be 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 in debt and money market instruments issued by PSUs and others. Asset allocation:- Equity and equity related instruments covered under the universe of PSU Companies including derivatives 65-100%, Debt and Money Market Securities 0-35%.

Performance

India over : 31/08/2015 - 31/08/2018
  • Rank 300/307 Total Return
  • Rank 281/307 Standard Deviation
  • Rank 303/307 Max Drawdown
Fund Name Currency Return
298 Principal Balanced Advantage-Growth INR

24.9%

299 LIC MF Infrastructure-Growth INR

23.5%

300 SBI PSU Fund-Growth INR

22.4%

300 LIC MF Large Cap-Dividend INR

22.4%

302 LIC MF Multi Cap-Growth INR

22.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -14.1% -9.3%
2017 22.0% 10.0% -2.2% 6.8% 6.1%
2016 16.2% -8.6% 7.1% 12.0% 6.0%
2015 -11.1% -8.3% -0.3% -7.5% 5.2%
2014 41.5% 7.2% 30.6% -5.2% 6.6%
2013 -13.2% -8.3% -2.7% -10.0% 8.0%
2012 10.3% 11.7% -3.2% 2.3% -0.2%
2011 -27.1% -5.0% -2.7% -8.5% -13.8%
2010 -6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date12/07/2010
  • Share Class size1,783Mn
  • Base currencyINR
  • ISIN INF200K01BC0

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).