SBI PSU Fund Direct Growth

Scheme code: INF200K01UY4 NAV value: ₹ 33.4838 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-9.79	117.72	52.06	29.45
3 year	3.78	47.81	29.19	21.23
5 year	-5.05	35.54	11.19	15.79
7 year	-1.57	18.50	8.48	14.27
10 year	6.33	17.04	12.13	16.08
12 year	10.76	13.14	12.07	16.41

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	52.06
3 year	6.28	33.32	15.79	29.19
5 year	3.54	26.02	13.5	11.19
7 year	3.33	15.62	11.71	8.48
10 year	3.49	17.22	10.6	12.13
12 year	3.07	16.17	10.84	12.07
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	52.06
3 year	9.08	58.7	29.31	29.19
5 year	3.67	48	18.04	11.19
7 year	3.8	31.03	14.14	8.48
10 year	3.8	28.93	12.39	12.13
12 year	3.63	26.65	12.59	12.07
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	52.06
3 year	7.68	33.37	17.09	29.19
5 year	2.35	27.63	13.51	11.19
7 year	3.76	16.01	12.07	8.48
10 year	3.56	16.94	10.92	12.13
12 year	3.31	16.54	11.01	12.07
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	52.06
3 year	8.04	34.46	18.26	29.19
5 year	3.37	28.64	14.21	11.19
7 year	3.97	16.42	12.41	8.48
10 year	3.53	17.72	11.22	12.13
12 year	3.1	16.97	11.31	12.07
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 52.06% - Median return: 59.34% - Average standard deviation: 9.2

Rolling return for 3 year

- Average return: 29.19% - Median return: 31.88% - Average standard deviation: 2.67

Rolling return for 5 year

- Average return: 11.19% - Median return: 6.67% - Average standard deviation: 1.26

Rolling return for 7 year

- Average return: 8.48% - Median return: 7.9% - Average standard deviation: 0.88

Rolling return for 10 year

- Average return: 12.13% - Median return: 12.67% - Average standard deviation: 0.65

Rolling return for 12 year

- Average return: 12.07% - Median return: 12.11% - Average standard deviation: 0.53

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,65,861	1,65,861	13.83
3 year	36,00,000	58,14,870	22,14,870	17.33
5 year	60,00,000	95,86,658	35,86,658	9.83
7 year	84,00,000	1,36,70,690	52,70,690	7.21
10 year	1,20,00,000	2,88,96,727	1,68,96,727	9.19
12 year	1,44,00,000	4,04,83,978	2,60,83,978	9.00

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	13.83
3 year	7.3	17.33
5 year	7.48	9.83
7 year	6.39	7.21
10 year	5.95	9.19
12 year	6.11	9

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	13.83
3 year	20.64	17.33
5 year	13	9.83
7 year	9.48	7.21
10 year	7.99	9.19
12 year	8.12	9

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	13.83
3 year	8.22	17.33
5 year	7.77	9.83
7 year	6.6	7.21
10 year	6.23	9.19
12 year	6.37	9

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	13.83
3 year	8.71	17.33
5 year	8.22	9.83
7 year	6.82	7.21
10 year	6.47	9.19
12 year	6.6	9

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,65,861 - Absolute Returns: ₹1,65,861 - CAGR: 13.83%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹58,14,870 - Absolute Returns: ₹22,14,870 - CAGR: 17.33%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹95,86,658 - Absolute Returns: ₹35,86,658 - CAGR: 9.83%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,36,70,690 - Absolute Returns: ₹52,70,690 - CAGR: 7.21%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,88,96,727 - Absolute Returns: ₹1,68,96,727 - CAGR: 9.19%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,04,83,978 - Absolute Returns: ₹2,60,83,978 - CAGR: 9%