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    • Aditya Birla Sun Life PSU Equity Fund (Growth)

    Formerly Aditya Birla Sun Life PSU Equity Reg Gr

    Aditya Birla Sun Life Mutual Fund

    Aditya Birla Sun Life PSU Equity Fund (Growth)

    EquitySectoral / Thematic - Psu

    13.28

    NAV (Sep 21)

    17.6%
    Till Date CAGR
    Scripbox Opinion

    Not Recommended

    Click here for top ranked funds in sectoral / thematic - psu mutual funds.

    However, Scripbox does not recommend investing in sectoral / thematic - psu mutual funds.

    This category has few funds and relatively small amounts invested in them.

    The benchmark Index has performed poorly over time.This category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

    Relative Size

    788 Cr. Medium within the category

    Category View

    Poor. The category has an undesirable investment outlook

    Consistency Of Performance

    Poor. The historical performance of the fund has been poor

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      Historical growth rate of 12% per annum
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    Historical NAV

    13.28

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    60.6%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    17.6%
    6 Month CAGR
    17.6%
    info-icon-blue

    Scheme Information

    Investment Objective

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.4
    Launched (1y ago)
    Jan 01, 2020
    AUM in Crores
    787.692
    ISIN
    INF209KB1O66
    Lock-in
    No Lock-in
    Benchmark
    S&P BSE PSU TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Mahesh Patil

    Fund Manager

    user-avatar

    Vineet Maloo

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
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      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Aditya Birla Sun Life AMC Ltd

    Aditya Birla Sun Life AMC Ltd manages assets worth 316,289 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

    amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    17%

    15%

    recommended-badge

    5.1%

    7.1%

    top-ranked-badge

    5.1%

    6.9%

    top-ranked-badge

    5.1%

    7.2%

    top-ranked-badge

    5.1%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Aditya Birla Sun Life PSU Equity Fund (G)

    About Aditya Birla Sun Life PSU Equity Fund (G)

    Aditya Birla Sun Life PSU Equity Fund (G) is a Sectoral / Thematic - Psu Equity fund and has delivered an annualised return of 17.6% over a period of 1 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 Mahesh Patil, Vineet Maloo

    Aditya Birla Sun Life PSU Equity Fund (G) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life PSU Equity Fund (G) NAV,AUM,Risk

    The Aditya Birla Sun Life PSU Equity Fund (G) fund was launched on Jan 01, 2020. The NAV (Net Asset Value) of this Sectoral / Thematic - Psu Equity fund as of 2021-09-21 is ₹13.28. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹787.692. The category risk of the Aditya Birla Sun Life PSU Equity Fund (G) fund is Very High Risk. The fund charges 2.4 % as expense ratio.

    Aditya Birla Sun Life PSU Equity Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.8% in this asset class. The top three holdings of the fund are , state bank of india , power grid corp of india ltd , ntpc ltd , bharat petroleum corp ltd , bharat electronics ltd , container corporation of india ltd , coal india ltd , gail (india) ltd , nmdc ltd , gujarat gas ltd , national aluminium co ltd , steel authority of india ltd , gujarat state petronet ltd , oil & natural gas corp ltd , sbi life insurance company limited , bank of baroda , indian oil corp ltd , hindustan aeronautics ltd ordinary shares , petronet lng ltd , lic housing finance ltd , sbi cards and payment services ltd ordinary shares , clearing corporation of india limited , beml ltd , indian railway catering and tourism corp ltd , punjab national bank , margin (future and options) , bharat dynamics ltd ordinary shares , moil ltd , rites ltd ordinary shares , engineers india ltd , indian bank , canara bank , mazagon dock shipbuilders ltd

    Aditya Birla Sun Life PSU Equity Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Aditya Birla Sun Life PSU Equity Fund (G) Investment volatility and Horizon

    This fund 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) Review

    Aditya Birla Sun Life PSU Equity Fund (G) has a score of 1 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life PSU Equity Fund (G) has a score of 3 out of 5 Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

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