• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life PSU Equity Fund (G)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life PSU Equity Fund (G)

EquitySectoral / Thematic - Psu

33.37

NAV (Oct 30)

NA
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

33.37

NAV (Oct 30)

Fund Returns

Last 1Y
57.9%
Last 3Y
34%
Last 5Y
NA
Last 10Y
NA
Since Inception
28.3%
6 Month CAGR
-2.8%

Scheme Information

Investment Objective

The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs).

Expense Ratio
1.79%
Launched 4Y ago
2019-12-30
AUM in Crores
5895.8
ISIN
INF209KB1O66
Lock-in (days)
No Lock-in
Benchmark
BSE PSU Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
19.5
Beta
0.9
Sharpe Ratio
1.4
YTM
-
Fund Managers

Dhaval Gala

Fund Manager

Dhaval Joshi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life PSU Equity Fund (G)70%18,11,707 10,79,09534%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-08-06

Top Stock Holdings

State Bank of India

11.6%
11.604%

NTPC Ltd.

9.25%
9.248%

Power Grid Corporation Of India Ltd.

7.05%
7.051%

Oil And Natural Gas Corporation Ltd.

6.98%
6.981%

GAIL (India) Ltd.

5.58%
5.582%
See all holdings

Allocation by Sector

Energy

45.03%
45.032311%

Financial

27.52%
27.520498%

Capital Goods

9.28%
9.283046%

Metals & Mining

4.85%
4.846538%

Materials

4.15%
4.149427%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Asset Management Company Limited is a joint venture between the Aditya Birla Group of India and Sun Life Financial Inc. of Canada. It was founded in 1994 and operates in about 40 countries with more than 120,000 employees worldwide.amc-img
Fund NameScripbox Opinion
Till Date CAGR

6.4%

7.4%

5.5%

5.3%

6.5%

7.4%

6.5%

7.9%

5.8%

7.2%

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 28.34% over 4 years. The fund has grown over a period of 4 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Dhaval Gala, Dhaval Joshi.

Nav of Aditya Birla Sun Life PSU Equity Fund (G) as of 10/30/2024 is ₹33.37 with the total AUM as of 10/31/2024 is ₹5895.79. 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 2019-12-30. The category risk of the fund is Very High.

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 BSE PSU Total Return Index.

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)?

It is a Sectoral / Thematic - Psu Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.

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 1.79% for regular plan.

What is the NAV of Aditya Birla Sun Life PSU Equity Fund (G)?

Today's Aditya Birla Sun Life PSU Equity Fund (G) NAV is ₹33.37.