SBI PSU Fund Direct Growth

Scheme code: INF200K01UY4 NAV value: ₹ 37.5068 NAV date: 19 March, 2026 TER: 0.82%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-30.95	116.01	13.17	17.30	13.63
3 year	-15.31	45.83	9.69	14.07	18.78
5 year	-5.41	35.75	7.13	11.66	15.46
7 year	-1.16	23.79	10.02	10.13	13.55
10 year	6.58	18.39	13.55	12.95	14.92
12 year	11.30	16.34	14.54	13.96	16.54

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.3
3 year	6.28	30.95	15.04	14.07
5 year	8.38	26.02	14.22	11.66
7 year	10.18	15.62	12.93	10.13
10 year	11.42	12.93	12.18	12.95
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	17.3
3 year	6.56	19.64	13.57	14.07
5 year	9.22	12.29	10.75	11.66

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.3
3 year	7.68	21.49	15.06	14.07
5 year	10.37	13.5	11.93	11.66

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	17.3
3 year	8.04	32.03	17.81	14.07
5 year	8.18	28.64	15.34	11.66
7 year	10.64	16.42	13.77	10.13
10 year	12.56	14.06	13.31	12.95

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,87,717 - Absolute Returns: ₹87,717 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,54,975 - Absolute Returns: ₹9,54,975 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹83,54,731 - Absolute Returns: ₹23,54,731 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,36,28,296 - Absolute Returns: ₹52,28,296 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,12,62,775 - Absolute Returns: ₹1,92,62,775 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,29,31,473 - Absolute Returns: ₹2,85,31,473 - CAGR: %

Drawdown Metrics

Max Drawdown

-47.06 %

Drawdown Duration

29 months

Recovery Time

19 months

Avg Drawdown

-12.29 %

Calmar Ratio by Duration

1 Y

0.3676

3 Y

0.299

5 Y

0.2478

7 Y

0.2153

10 Y

0.2752

12 Y

0.2967

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	20.17	0.96	109.8	84.7	24.28 %	4.00 %
3 years	20.73	1.22	127.2	102.2	33.07 %	11.28 %
5 years	17.29	1.08	115.3	96.0	26.97 %	9.44 %
7 years	9.74	0.92	104.6	94.9	20.12 %	10.74 %
10 years	5.00	0.93	102.4	97.0	16.67 %	12.06 %
12 years	3.93	0.93	102.4	96.8	13.68 %	10.00 %
15 years	2.98	0.93	102.4	96.8	10.80 %	7.92 %