63
PSUBuy
SBI PSU
SBI · Direct–Growth · rank #2 of 5 by Smart Score
Data updated
Trailing returns
1 Year
-0.7%
+4.0% vs index
3 Years
18.1%
+8.7% vs index
5 Years
20.0%
+12.1% vs index
Since launch
11.1%
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
-3.9%+2.1% vs index
Why this score
SBI PSU scores 63/100 — #2 of 5 PSU fund (Buy). It stands out for fund size and 3y return — beating 90% of peers on fund size. 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.
Fund size6353.85 Cr · 90th percentile in category
3Y return18.06% · 63rd percentile in category
Sharpe ratio0.61 · 70th percentile in category
Expense ratio0.98% · 70th percentile in category
Sortino ratio0.75 · 70th percentile in category
Alpha-0.01 · 70th percentile in category
Top holdings
1.State Bank of India15.66%
2.NTPC Ltd8.61%
3.Bharat Electronics Ltd7.87%
4.Power Grid Corporation of India Ltd7.41%
5.GAIL (India) Ltd6.87%
25 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.