SBI PSU Direct Plan-Growth
Equity: Thematic-PSU - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Thematic-PSUBenchmark: BSE PSU Total Return IndexCheck Portfolio Overlap →
NAV: ₹37.93-0.48%
07 Sept 2026
Similar Funds
Side-by-side comparison of SBI PSU Direct Plan-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +11.41% | 6.05% | 2 / 7 |
| 3Y Return | +20.73% | 17.75% | 2 / 4 |
| 5Y Return | +24.06% | 21.27% | 1 / 3 |
| 10Y Return | +13.89% | 14.63% | 2 / 2 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Thematic-PSU
Top funds by AUM in the Equity: Thematic-PSU category — see how SBI PSU Direct Plan-Growth compares on size and returns.
Funds Tracking BSE PSU Total Return Index
Top funds tracking the BSE PSU Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to SBI PSU Direct Plan-Growth?
Funds similar to SBI PSU Direct Plan-Growth in the Equity: Thematic-PSU category include Aditya Birla Sun Life PSU Equity Fund Direct-Growth, ICICI Prudential PSU Equity Fund Direct-Growth, and Invesco India PSU Equity Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of SBI PSU Direct Plan-Growth in its category?
On a 3-year return basis SBI PSU Direct Plan-Growth is ranked 2 out of 4 funds in the Equity: Thematic-PSU category as of 6 Sep 2026. On a 5-year return basis it ranks 1 out of 3. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does SBI PSU Direct Plan-Growth's expense ratio compare to similar funds?
SBI PSU Direct Plan-Growth has an expense ratio of 0.96%. The peers Aditya Birla Sun Life PSU Equity Fund Direct-Growth has an expense ratio of 0.75% and ICICI Prudential PSU Equity Fund Direct-Growth has 1.28%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does SBI PSU Direct Plan-Growth's AUM compare to similar funds?
SBI PSU Direct Plan-Growth has an AUM of ₹6,678.32 crore. The peers Aditya Birla Sun Life PSU Equity Fund Direct-Growth has an AUM of ₹5,986.46 crore and ICICI Prudential PSU Equity Fund Direct-Growth has ₹1,874.84 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-PSU?
The top performing fund in the Equity: Thematic-PSU category on a 3-year basis is ICICI Prudential PSU Equity Fund Direct-Growth with a CAGR of 21.46% as of 6 Sep 2026. SBI PSU Direct Plan-Growth has delivered 20.73% CAGR over the same period, ranking 2 out of 4 funds. You can view and compare the full category ranking on sharpely.
How does SBI PSU Direct Plan-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, SBI PSU Direct Plan-Growth has a Sharpe ratio of 0.81 compared to the Equity: Thematic-PSU average of 0.81 as of 6 Sep 2026. It ranks 2 out of 4 funds in its category on Sharpe ratio.