FundLens
73
PSUBuy

SBI PSU

SBI · Direct–Growth · rank #1 of 5 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
7.2%
+6.7% vs index
3 Years
26.2%
+14.0% vs index
5 Years
24.3%
+12.4% vs index
Since launch
11.8%

Year-by-year performance

last entry = YTD
2021
+33.8%
2022
+30.4%
2023
+55.7%
2024
+24.9%
2025
+12.4%
2026
+2.0%

Why this score

SBI PSU scores 73/100 — the top-rated PSU fund of 5 (Buy). It stands out for 3y return and sharpe ratio — beating 88% of peers on 3y return. 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.

3Y return26.24% · 88th percentile in category
Sharpe ratio1.06 · 90th percentile in category
Alpha-0.61 · 90th percentile in category
Fund size6683.53 Cr · 90th percentile in category
Expense ratio0.90% · 70th percentile in category
Sortino ratio1.26 · 70th percentile in category

Other PSU funds