The scheme seeks to provide opportunities for long-term growth 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.
Exit Load0.50%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Rohit Shimpi
Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.
Prior to joining SBI Mutual Fund, he has worked with CNBC TV18, JP Morgans offshore research centre and HDFC Standard Life Insurance.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of SBI PSU Fund is ₹34.33 as of 2026-08-28.
SBI PSU Fund is classified as a Thematic-PSU fund.
The Assets Under Management (AUM) of SBI PSU Fund is ₹2,023 Cr.
The expense ratio of SBI PSU Fund is 1.88%.
SBI PSU Fund is managed by Rohit Shimpi.
The minimum SIP investment for SBI PSU Fund is ₹500.
The exit load for SBI PSU Fund is 0.5%.
As per the SEBI Riskometer, SBI PSU Fund carries a Very High risk level.
SBI PSU Fund has delivered 13.25% (1Y), 22.33% (3Y) and 23.6% (5Y) annualised returns as of 2026-08-28.
SBI PSU Fund was launched on 1987-06-29.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
