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SBI PSU Fund - REGULAR PLAN -Growth is an equity scheme managed by SBI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 33.39%, with the bottom and top quartiles at 29.75% and 37.49% respectively. It has ranked in the top half of its category for 2 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.81% on assets of ₹6,669Cr. The fund is currently managed by Mr. Rohit Shimpi, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 77% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Bank of Baroda | Financial Services | 5.17% |
| Indian Bank | Financial Services | 3.10% |
| General Insurance Corporation of India | Financial Services | 2.45% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 2 | 25.14% |
| Power | 2 | 18.76% |
| Gas | 5 | 14.22% |
| Aerospace & Defense | 1 | 8.66% |
| Oil | 1 | 6.58% |
| Insurance | 1 | 4.95% |
| Petroleum Products | 1 | 4.37% |
| Minerals & Mining | 1 | 3.78% |
| Electrical Equipment | 1 | 3.43% |
| Non - Ferrous Metals | 1 | 2.99% |
| Capital Markets | 1 | 1.35% |
| Construction | 1 | 1.21% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -12.07% | 9.13% | 26.06% | 46.97% | 108.54% | 87.8% |
| 3Y | 23.40% | 29.75% | 33.39% | 37.49% | 44.28% | 100.0% |
| 5Y | 22.56% | 27.77% | 29.30% | 30.81% | 33.77% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 10.7% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth | Aditya Birla Sun Life Mutual Fund | ₹6,044 Cr | 1.95% | +26.19% | +22.95% | 2★ |
| Invesco India PSU Equity Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹1,520 Cr | 3.39% | +25.52% | +21.69% | 2★ |
| quant PSU Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹506 Cr | 3.25% | — | — | 1★ |