- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life PSU Equity Fund (Growth)
Formerly Aditya Birla Sun Life PSU Equity Reg Gr
Aditya Birla Sun Life PSU Equity Fund (Growth)
₹ 22.13
NAV (Sep 29)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.13
NAV (Sep 29)
Fund Returns
Last 1Y | 49.4% |
Last 3Y | 39.8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 23.5% |
6 Month CAGR | 35.3% |
Scheme Information
The Investment objective of the scheme is to provide long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs). The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.
Expense Ratio | 2.15 |
Launched (3y ago) | Jan 01, 2020 |
AUM in Crores | 1245.532 |
ISIN | INF209KB1O66 |
Lock-in | No Lock-in |
Benchmark | S&P BSE PSU TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 19.7 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.83 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
ntpc ltd shs dematerialised
9%state bank of india
8%coal india ltd
7.8%power grid corp of india ltd
5.6%punjab national bank
5.4%Allocation by Sector
financial services
31.7%utilities
22.5%industrials
16.1%energy
14.9%basic materials
12.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 3.9% | ||
5.2% | 7.4% | ||
5.1% | 6.8% | ||
5.2% | 7.3% | ||
5.1% | 7.1% |
Aditya Birla Sun Life PSU Equity Fund (G) Review
Aditya Birla Sun Life PSU Equity Fund (G) is a Sectoral / Thematic - Psu Equity fund and has delivered an annualised return of 23.5% over a period of 3 years. The fund was previously known as Aditya Birla Sun Life PSU Equity Reg Gr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Gala, Dhaval Joshi.
Nav of Aditya Birla Sun Life PSU Equity Fund (G) as of 9/29/2023 is ₹22.13 with the total AUM as of 10/3/2023 is ₹1245.532. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life PSU Equity Fund (G) was launched on Jan 01, 2020. The category risk of the fund is Very High Risk.
The minimum SIP amount for Aditya Birla Sun Life PSU Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Aditya Birla Sun Life PSU Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE PSU TR INR.
Aditya Birla Sun Life PSU Equity Fund (G) is rated as a 0 fund in Equity and delivered 49.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life PSU Equity Fund (G).
Frequently Asked Questions
What is Aditya Birla Sun Life PSU Equity Fund (G)?
How to invest in Aditya Birla Sun Life PSU Equity Fund (G)?
You can invest in Aditya Birla Sun Life PSU Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life PSU Equity Fund (G)?
The minimum sip amount for Aditya Birla Sun Life PSU Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life PSU Equity Fund (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life PSU Equity Fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life PSU Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life PSU Equity Fund (G)?
The expense ratio of the Aditya Birla Sun Life PSU Equity Fund (G) is 2.15% for regular plan.