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3 Thematic PSU Mutual Funds You Can Bet

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PSU or public sector entitiesMutual Funds are solely invested in PSUs. These funds aren't focused on investing in a single industry; instead, they invest in a variety of PSUs. PSU funds are categorized as diversified equity since they invest in a variety of areas. Investing in PSUs suggests that your portfolio is diversified across industries but thematically focused on PSUs. This theme fund is open to individuals, minors, societies, FIIs, NRIs, banks, trusts, banks, and company partners.

 

Who should Invest in these funds?

Who should Invest in these funds?

A thematic PSU fund is a good option for investors who want to have exposure to a well-diversified portfolio of public sector enterprises from various industries. These funds provide diversity by investing in state-owned firms across all industries.

 While PSUs issue the funds' stocks or bonds, there is a substantial danger of concentration. As a result, only individuals who are ready to take on more risk should invest in a themed PSU fund. If you are a risk-averse investor or want to diversify your portfolio, you should avoid these funds.

Thematic PSU mutual funds build their portfolios in such a way that the majority of their assets are allocated to state-owned company equity shares. You receive exposure to a broad portfolio of top-performing PSUs across sectors when you invest in a themed PSU fund.

Invesco India PSU Equity Fund - Direct Plan-Growth
 

Invesco India PSU Equity Fund - Direct Plan-Growth

NAVAUMExpense Ratio
₹29.77₹ 373.7 Cr1.20%

NAV as on 23rd March 2022

This scheme is an open-ended equity mutual fund from Invesco Mutual Fund. The fund is invested in Indian equities to the tune of 98 percent, with 55.03 percent in large-cap stocks, 14.42 percent in mid-cap stocks, and 14.49 percent in small-cap stocks. The Energy, Financial, Capital Goods, Metals & Mining, and Services sectors account for the majority of the fund's holdings. In comparison to other funds in the category, it has less exposure to the Energy and Financial sectors. National Thermal Power Corp. Ltd., State Bank of India, Bharat Electronics Ltd., Bank Of Baroda, and Container Corp. Of India, Ltd. are the fund's top five holdings.

 

SBI PSU Fund - Direct Plan-Growth

SBI PSU Fund - Direct Plan-Growth

NAVAUMExpense Ratio
₹13.91 ₹ 456.15 Cr1.45%

NAV as on 23rd March 2022

This is a high-risk thematic PSU Fund from the SBI Mutual Funds. It is a medium-sized open-ended fund in its category. The fund is invested in Indian equities to the tune of 91.82 percent, with 59.42 percent in large-cap stocks, 16.85 percent in mid-cap stocks, and 12.28 percent in small-cap stocks. The Energy, Financial, Metals & Mining, Capital Goods, and Insurance sectors account for the majority of the fund's holdings. In comparison to other funds in the category, it has less exposure to the Energy and Financial sectors. State Bank of India, National Thermal Power Corp. Ltd., Power Grid Corp. Of India Ltd., Oil & Natural Gas Corp. Ltd. and National Aluminium Co. Ltd. are the fund's top five holdings.

 Aditya Birla Sun Life PSU Equity Fund - Direct Plan-Growth

Aditya Birla Sun Life PSU Equity Fund - Direct Plan-Growth

NAVAUMExpense Ratio
₹15.02₹ 893.82 Cr1.06%

NAV as on 23rd March 2022

It is an open-ended mid-sized equity fund of its category. The fund is invested in Indian stocks 96.82 percent of the time, with 66.27 percent in large-cap stocks, 17.25 percent in mid-cap stocks, and 9.42 percent in small-cap stocks. The Energy, Financial, Metals & Mining, Capital Goods, and Materials sectors make up the majority of the fund's holdings. Compared to other funds in the category, it has taken less risk in the Energy and Financial sectors. Power Grid Corporation of India Ltd., National Thermal Power Corporation of India Ltd., Coal India Ltd., State Bank of India, and Bharat Petroleum Corporation of India Ltd. are the top five holdings of the fund.

 

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

Story first published: Thursday, March 24, 2022, 20:08 [IST]
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