SBI PSU Fund
Direct · Growth ₹40.47
21 Apr 2026
NAV
14.2%
3Y CAGR
11.8%
5Y CAGR
13.0%
10Y CAGR
12.9%
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.
2.43
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 | 19.1% | -55.6% | 143.3% |
| 3 Years | ₹36.00 L | ₹45.45 L | 15.6% | -26.2% | 61.0% |
| 5 Years | ₹60.00 L | ₹77.89 L | 14.3% | -14.1% | 44.7% |
| 10 Years | ₹1.20 Cr | ₹3.26 Cr | 17.2% | 8.5% | 22.8% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 19.1% | 2.1% | +17.0% |
| 3 Years | 15.6% | 11.2% | +4.4% |
| 5 Years | 14.3% | 11.1% | +3.1% |
| 10 Years | 17.2% | 11.9% | +5.3% |