SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF200K01BD8

NAV · 06-Jul-2026

₹34.5627

-0.44%

-0.22%

1Y (CAGR)

+6.61%

3Y (CAGR)

+26.81%

5Y (CAGR)

+23.07%

Since inception (CAGR)

+8.02%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

21.24%

Downside dev (3y)

19.39%

Max drawdown (3y)

-24.6%

Sharpe (3y)

0.96

SIP XIRR (3y)

+11.45%

SIP XIRR (5y)

+21.77%

Calendar-year returns

2020 -10.0%2021 +32.4%2022 +29.0%2023 +54.0%2024 +23.4%2025 +11.3%

Fund facts

Fund managerRohit Shimpi

AUM₹65,936 Cr

Launch date17-May-2010

Plan typeOpen Ended · Equity

Min lumpsum5000

Lock-inNone

Volatility19.94

AMCSBI Funds Management Limited

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.

scheme documents ↗