Top PSU Mutual Funds in 3 Years: Know maturity amount on Rs 5,000 and Rs 10,000 monthly SIPs
PSU Mutual Funds: PSU mutual funds fall in the category of thematic equity mutual funds as they invest money in the PSU theme. The category has been the highest-achiever mutual fund category in the one-, three- and five-year timeframes. The PSU mutual fund category has skyrocketed by 95.03 per cent in the one year, 40.69 per cent in the three years, and 26.69 per cent in the five years (As per Value Research data). Here's a list of top 3 PSU mutual funds in the three years.
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Invesco India PSU Equity Fund - Direct Plan
The fund has 54.59 per cent annualised SIP returns in the three years. The fund has an AUM of Rs 1,138 crore, while its NAV is priced at Rs 75.5100. It has 20 stocks in its portfolio with Hindustan Aeronautics Limited, BEL, NTPC, and SBI.
SBI PSU Fund - Direct Plan
The fund has given 53.93 per cent annualised SIP return in the three-year period. It has an AUM of Rs 3,071 crore, while its NAV is worth Rs 34.9679. It has 28 stocks in its portfolio with SBI, Power Grid, NTPC, and Coal India as its main stocks.
SBI PSU Fund - Direct Plan
A Rs 5,000 SIP in the fund has given Rs 3,74,564 in the three years.
A Rs 10,000 SIP in the fund has given Rs 7,49,129 in the three years.
Aditya Birla Sun Life PSU Equity Fund - Direct Plan
The fund has given annualised SIP returns of 53.75 per cent in the three years. The fund has assets under management (AUM) of Rs 4,711 crore, while its net asset value (NAV) is worth Rs 37.3100. The fund has 43 stocks in its portfolio with SBI, NTPC, ONGC, and Power Grid as its main stocks.
Aditya Birla Sun Life PSU Equity Fund - Direct Plan
A Rs 5,000 SIP in the fund has given Rs 3,73,744 in the three years.
A Rs 10,000 SIP in the fund has given Rs 7,47,488 in the three years.