SBI PSU IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI PSU IDCW Reinvest Direct Plan

NAV
₹36.4459
+0.97%
(12 Dec)
AUM
5,763 Cr
TER
0.85%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+2.6%
+1.1%
+1.1%
+1.1%
+0.4%
3Y
+27.6%
+28.3%
+28.3%
+28.3%
+27.9%
5Y
+29.9%
+24.0%
+24.0%
+24.0%
+28.3%
ALL
+12.0%
+17.6%
+17.6%
+17.6%
+16.4%
VOL
20.1%
17.8%
17.8%
17.8%
20.1%
TER
0.8%
0.5%
0.5%
0.5%
0.9%
AUM
₹5,763 Cr
₹8,189 Cr
₹8,189 Cr
₹8,189 Cr
₹1,445 Cr
INFO
0.60
0.99
0.99
0.99
0.82
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI PSU IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
State Bank of India
16.9%
Bharat Electronics Ltd
9.3%
NTPC Ltd
8.2%
GAIL (India) Ltd
7.9%
Power Grid Corp Of India Ltd
7.7%
Bharat Petroleum Corp Ltd
6.0%
Bank of Baroda
5.5%
Treps
4.0%
Indian Bank
3.7%
NMDC Ltd
3.6%
Top industry exposure
Financial Services
36.7%
Utilities
27.7%
Energy
13.4%
Industrials
12.4%
Basic Materials
5.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
9%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 days
Fund 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.
Fund manager(s)
Rohit Shimpi

FAQs