PSU Themes Mutual Funds

Find here some best PSU Themes fund to invest

Annual Returns 14.62%
Average Risk High
Total Funds 5

What is PSU Themes Mutual Fund?

PSU Mutual Funds invest only in PSUs. These funds are not focused on investing in any one sector as they concentrate on various sectors across PSUs. As PSU funds invest in multiple sectors, they are classified under a diversified equity category. Investing in PSUs indicates that your portfolio is diversified across different industries but you are focused thematically for PSUs. An individual, minor, FII, NRI, societies, banks, trusts, banks and partners of the firm can invest in this thematic fund.

Top Performing PSU Themes Funds in India for High Returns

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Fund Name	AUM (Cr.)	Fund Age	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y
BSE PSU			3.14%	14.45%	-3.86%	-15.34%	-3.89%	-0.40%	40.31%	28.16%	33.44%	9.36%
SBI PSU Fund - Regular Plan -Growth	4542.83	14 years	2.97%	10.11%	-2.47%	-12.08%	-2.09%	7.49%	43.01%	31.55%	32.37%	12.54%	Invest
Invesco India PSU Equity Fund - Growth	1229.51	15 years	3.47%	13.45%	-4.76%	-14.36%	-4.22%	6.27%	40.44%	29.68%	31.41%	15.91%	Invest
ICICI Prudential PSU Equity Fund - Growth	2068.04	2 years	3.28%	9.53%	-1.91%	-12.1%	-1.86%	4.88%	38.35%	-	-	-	Invest
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth	5168.64	5 years	3.45%	10.63%	-1.84%	-14.84%	-2.06%	-0.87%	38.52%	28.62%	34.27%	-	Invest
Quant PSU Fund - Regular (G)	759.28	1 years	2.03%	6.89%	-4.66%	-21.73%	-5.07%	-1.11%	-	-	-	-	Invest

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	Mar-2025	Mar-2025	Feb-2025	Jan-2025	Dec-2024	Nov-2024	Oct-2024	Sep-2024	Aug-2024	Jul-2024	Jun-2024	May-2024

Fund Name	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4	2023-Q3	2023-Q2	2023-Q1	2022-Q4	2022-Q3	2022-Q2

Fund Name	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	AUM (Cr.)	Initial NAV	Final NAV	NAV Change	Absolute Ret.	Annalized Ret.

Fund Name	AUM (Cr.)	Risk	6M	1Y	2Y	3Y	5Y	10Y	From Launch
SBI PSU Fund - Regular Plan -Growth	4542.83	Very High	-1.77%	-11.75%	21.32%	29.7%	30.32%	17.74%	13.07%	Invest
Invesco India PSU Equity Fund - Growth	1229.51	Very High	-3.03%	-16.23%	17.74%	27.23%	27.68%	19.31%	15.67%	Invest
ICICI Prudential PSU Equity Fund - Growth	2068.04	Very High	-2.09%	-11.3%	19.69%	-	-	-	25.48%	Invest
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth	5168.64	Very High	-2.17%	-16.15%	15.61%	25.66%	29.05%	-	29.02%	Invest
Quant PSU Fund - Regular (G)	759.28	Very High	-4.91%	-22.01%	-	-	-	-	-16.78%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
SBI PSU Fund - Regular Plan -Growth	Very High	20.5%	-	0.92%	0.92%	Invest
Invesco India PSU Equity Fund - Growth	Very High	18.39%	-	0.91%	0.84%	Invest
ICICI Prudential PSU Equity Fund - Growth	Very High	-	-	-	-	Invest
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth	Very High	20.487%	-	-	1.023%	Invest
Quant PSU Fund - Regular (G)	Very High	-	-	-	-	Invest

Fund Name	Min SIP	Min Lumpsum	Expense Ratio	Fund Manager	Launch Date
SBI PSU Fund - Regular Plan -Growth	₹500	₹5000	1.88%	Rohit Shimpi	12-Jul 2010	Invest
Invesco India PSU Equity Fund - Growth	₹500	₹1000	2.14%	Dhimant Kothari	27-Nov 2009	Invest
ICICI Prudential PSU Equity Fund - Growth	₹100	₹5000	2.06%	Mittul Kalawadia	12-Sep 2022	Invest
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth	₹100	₹500	1.81%	Dhaval Gala	31-Dec 2019	Invest
Quant PSU Fund - Regular (G)	₹1000	₹5000	2.32%	Sanjeev Sharma	15-Feb 2024	Invest

Fund Name	Current NAV	Previous NAV	1D NAV Change	52- Week High NAV	52- Week Low NAV
SBI PSU Fund - Regular Plan -Growth	29.9506 (27-03-2025)	29.5024 (26-03-2025)	1.52%	35.1497	26.5057	Invest
Invesco India PSU Equity Fund - Growth	57.61 (27-03-2025)	56.69 (26-03-2025)	1.62%	70.92	49.35	Invest
ICICI Prudential PSU Equity Fund - Growth	19.54 (27-03-2025)	19.25 (26-03-2025)	1.51%	22.88	17.47	Invest
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth	30.92 (27-03-2025)	30.41 (26-03-2025)	1.68%	37.55	27.27	Invest
Quant PSU Fund - Regular (G)	9.7202 (27-03-2025)	9.6003 (26-03-2025)	1.25%	12.8601	8.7922	Invest

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Quant PSU Fund - Regular (G) 3Y Returns 0% VS

Invesco India PSU Equity Fund - Growth 3Y Returns 29.68%

ICICI Prudential PSU Equity Fund - Growth 3Y Returns 0% VS

Invesco India PSU Equity Fund - Growth 3Y Returns 29.68%

Invesco India PSU Equity Fund - Growth 3Y Returns 29.68% VS

ICICI Prudential PSU Equity Fund - Growth 3Y Returns 0%

SBI PSU Fund - Regular Plan -Growth 3Y Returns 31.55% VS

ICICI Prudential PSU Equity Fund - Growth 3Y Returns 0%

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Invested Amount ₹43,855
Interest Earned ₹6,145

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Frequently Asked Questions

Who should invest in PSU Themes Mutual Funds?

PSU Themes funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.

What is the minimum investment required for investing in PSU Themes funds?

The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.

What is the investment philosophy followed by PSU Themes companies?

The fund manager of PSU Themes fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.

Why to invest in PSU Themes funds?

PSU Themes funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.

How risky are PSU Themes funds?

PSU Themes funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in PSU Themes funds.

Are PSU Themes Funds for long term investment?

Yes, PSU Themes funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in PSU Themes mutual funds.

What is the benchmark of PSU Themes Fund?

Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different PSU Themes funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.

What are the taxes applied on PSU Themes Mutual Funds?

PSU Themes funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.