- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life PSU Equity Fund (G)
Aditya Birla Sun Life PSU Equity Fund (G)
₹ 33.37
NAV (Oct 30)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund (G) | 18,11,707 | 10,79,095 | 34% | |
| 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
State Bank of India
11.6%NTPC Ltd.
9.25%Power Grid Corporation Of India Ltd.
7.05%Oil And Natural Gas Corporation Ltd.
6.98%GAIL (India) Ltd.
5.58%Allocation by Sector
Energy
45.03%Financial
27.52%Capital Goods
9.28%Metals & Mining
4.85%Materials
4.15%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox 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)?
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.