• 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 Mutual Fund

Aditya Birla Sun Life PSU Equity Fund (Growth)

EquitySectoral / Thematic - Psu

17.3

NAV (Dec 02)

20.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

17.3

NAV (Dec 2)

Fund Returns

Last 1Y

27.7%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

20.4%

6 Month CAGR

19.4%

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.

Expense Ratio

2.26

Launched (2y ago)

Jan 01, 2020

AUM in Crores

946.286

ISIN

INF209KB1O66

Lock-in

No Lock-in

Benchmark

S&P BSE PSU TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Mahesh Patil

Fund Manager

Dhaval Gala

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

ntpc ltd

9.9%
9.9%

state bank of india

9.8%
9.8%

bank of baroda

9.5%
9.5%

coal india ltd

9.3%
9.3%

power grid corp of india ltd

8.7%
8.7%
See all holdings

Allocation by Sector

financial services

34.8%
34.8%

utilities

26.4%
26.4%

energy

15.7%
15.7%

basic materials

11.2%
11.2%

industrials

8.7%
8.7%
See all sectors

Compare Aditya Birla Sun Life PSU Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 299,101 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    5.2%

    7.4%

    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 20.4% over a period of 2 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, Mahesh Patil.

    Nav of Aditya Birla Sun Life PSU Equity Fund (G) as of 12/2/2022 is ₹17.30 with the total AUM as of 12/3/2022 is ₹946.286. 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 27.7% 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)?

    Aditya Birla Sun Life PSU Equity Fund (G) is a Sectoral / Thematic - Psu Equity scheme predominantly investing across Equity stocks 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.

    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 2.26% for regular plan.