72
PSUBuy
SBI PSU
SBI · Direct–Growth · rank #2 of 5 by Smart Score
Data updated
Trailing returns
1 Year
5.5%
+7.6% vs index
3 Years
19.7%
+9.9% vs index
5 Years
23.0%
+13.5% vs index
Since launch
11.5%
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
-0.2%+3.5% vs index
Why this score
SBI PSU scores 72/100 — #2 of 5 PSU fund (Buy). It stands out for 5y return and fund size — beating 83% of peers on 5y 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.
5Y return23.03% · 83rd percentile in category
Fund size6703.16 Cr · 90th percentile in category
3Y return19.69% · 63rd percentile in category
Sharpe ratio0.83 · 70th percentile in category
Volatility22.38 · 70th percentile in category
Expense ratio0.91% · 70th percentile in category
Top holdings
1.State Bank of India16.39%
2.NTPC Ltd8.28%
3.Bharat Electronics Ltd7.97%
4.Power Grid Corporation of India Ltd7.11%
5.GAIL (India) Ltd6.78%
24 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.