Top 4 PSU Mutual Fund Generates Rs 4.84 Lakh from Rs 5,000 Monthly SIP in 3 Years
Top Performing PSU Mutual Funds Over 3 Years: The equity thematic PSU fund emerges as the standout performer across all mutual fund categories, boasting impressive returns of 94.66% in one year, 45.87% in three years, and 45.87% in five years, as per Value Research data. This exceptional performance is attributed to the significant surge in PSU stocks.
Consequently, certain PSU mutual funds have delivered remarkable returns over the three-year period. Here’s a compilation of the top five thematic PSU mutual funds over the past three years, along with the current value of Rs 5,000 SIP investment in each fund.”
CPSE ETF
The leading PSU fund in this category has generated returns of 65.60% over the three-year period.
Hailing from Nippon India, this fund has a decade-long track record and currently manages assets worth Rs 36,231.32 crore.
In its direct plan, the net asset value (NAV) stands at Rs 88.4613.
A staggering 99.94% of its investments are allocated to domestic equities, with a substantial portion, 74.34%, dedicated to large-cap stocks.
Remarkably, the fund maintains a concentrated portfolio, holding only 11 stocks, significantly below the category average of 44.01.
Among its key holdings are National Thermal Corporation of India (NTPC), Power Grid Corporation of India, ONGC, and Coal India.
An investment of Rs 5,000 through SIP in this mutual fund over the past three years (36 months) has yielded a total of Rs 5,58,943 (Rs 5.60 lakh).
ABSL PSU Equity Direct
In the past three years, Fund No. 2 has delivered an annualized return of 57.95%.
Compared to the S&P BSE PSU TRI benchmark, the fund has an AUM of Rs 3,403.63 crore and an NAV of Rs 37.39.
The fund allocates 94.39% of its investments to domestic equities, with 57.47% in large-cap stocks.
Its expense ratio stands at 0.52%.
With 42 stocks in its portfolio, SBI, ONGC, NTPC, and Coal India are among the top holdings.
A Rs 5,000 SIP in the fund has generated a total of Rs 4,84,301 over the three-year period.
SBI PSU Fund Growth
Over the three-year period, the PSU mutual fund managed by SBI has delivered a commendable return of 56.98%.
Compared against the S&P BSE PSU TRI benchmark, the fund currently holds assets under management (AUM) totaling Rs 1,875.84, with a net asset value (NAV) of Rs 34.5914.
The fund predominantly invests in domestic equities, with 91.05% of its portfolio allocated to this category, of which 39.26% is dedicated to large-cap stocks.
With a history spanning 11 years, this fund maintains a portfolio consisting of 23 stocks, with SBI, Power Grid, NTPC, and ONGC among its top holdings.
A monthly SIP investment of Rs 5,000 in this fund has yielded a total of Rs 4,75,666 over the three-year period.
Invesco India PSU Equity Direct
The mutual fund ranking fourth has generated a solid return of 52.87% over the three-year period.
Compared against the S&P BSE PSU TRI benchmark, the fund currently manages assets worth Rs 858.92 crore, with a net asset value (NAV) standing at Rs 70.58.
Predominantly focused on domestic equities, the fund allocates 95.28% of its investments to this category, with a significant portion, 20.21%, dedicated to small-cap stocks.
With a portfolio comprising 22 stocks, key holdings include Bharat Electronics, NTPC, SBI, and Hindustan Aeronautics Limited.
An investment of Rs 5,000 through SIP in this fund has resulted in a total of Rs 3,65,373 over the three-year period.
For more details click on the links : CPSE ETF, ABSL PSU Equity Direct, SBI PSU Fund Growth, Invesco India PSU Equity Direct
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