68
PSUBuy
SBI PSU
SBI · Direct–Growth · rank #2 of 5 by Smart Score
Data updated
Trailing returns
1 Year
11.2%
+8.2% vs index
3 Years
21.9%
+10.4% vs index
5 Years
24.1%
+13.7% vs index
Since launch
11.6%
Year-by-year performance
2021
+33.8%+3.1% vs index
2022
+30.4%+26.6% vs index
2023
+55.7%+29.2% vs index
2024
+24.9%+9.2% vs index
2025
+12.4%+4.8% vs index
2026
+1.4%+3.4% vs index
Why this score
SBI PSU scores 68/100 — #2 of 5 PSU fund (Buy). It stands out for sharpe ratio and alpha — beating 90% of peers on sharpe ratio. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs PSU peers — a longer bar beats more of the category.
Sharpe ratio1.06 · 90th percentile in category
Alpha-0.61 · 90th percentile in category
Fund size6678.32 Cr · 90th percentile in category
3Y return21.93% · 63rd percentile in category
Expense ratio0.86% · 70th percentile in category
Sortino ratio0.94 · 70th percentile in category
Top holdings
1.State Bank of India16.66%
2.GAIL (India) Ltd9.28%
3.NTPC Ltd9.07%
4.Power Grid Corporation of India Ltd8.49%
5.Bharat Electronics Ltd8.24%
24 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.