SBI PSU Fund
Direct · Growth ₹38.44
05 Jun 2026
NAV
14.5%
3Y CAGR
12.1%
5Y CAGR
13.2%
10Y CAGR
13.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.44
Sharpe
-47.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.81 L | 19.0% | -55.6% | 143.3% |
| 3 Years | ₹36.00 L | ₹45.49 L | 15.6% | -26.2% | 61.0% |
| 5 Years | ₹60.00 L | ₹78.28 L | 14.4% | -14.1% | 44.7% |
| 7 Years | ₹84.00 L | ₹1.28 Cr | 14.3% | -8.2% | 31.8% |
| 10 Years | ₹1.20 Cr | ₹3.27 Cr | 17.3% | 8.5% | 22.8% |
| 12 Years | ₹1.44 Cr | ₹4.31 Cr | 17.1% | 15.0% | 18.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 19.0% | 14.6% | 13.6% | +4.5% |
| 3 Years | 15.6% | 11.2% | 17.5% | +4.4% |
| 5 Years | 14.4% | 10.5% | 17.1% | +4.0% |
| 7 Years | 14.3% | 10.6% | 16.6% | +3.7% |
| 10 Years | 17.3% | 11.5% | 16.9% | +5.8% |
| 12 Years | 17.1% | 11.4% | 16.6% | +5.7% |