• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life PSU Equity Fund (PIDCW-A)

Formerly Aditya Birla Sun Life PSU Eq Reg IDCW-P

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life PSU Equity Fund (PIDCW-A)

EquitySectoral / Thematic - Psu

14.47

NAV (Aug 17)

17.3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 842 Cr

Outperformance Consistency

View all 7 analysis

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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

14.47

NAV (Aug 17)

Fund Returns

Last 1Y

19.1%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

17.3%

6 Month CAGR

7.9%

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

2.34

Launched (2y ago)

Jan 01, 2020

AUM in Crores

842.285

ISIN

INF209KB1O74

Lock-in

No Lock-in

Benchmark

S&P BSE PSU TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Milind Bafna

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 2022-08-17

Top Stock Holdings

ntpc ltd

9.8%
9.8%

state bank of india

9.5%
9.5%

power grid corp of india ltd

9.1%
9.1%

coal india ltd

9%
9%

bank of baroda

8%
8%
See all holdings

Allocation by Sector

financial services

28.9%
28.9%

utilities

27.7%
27.7%

energy

18%
18%

basic materials

11.1%
11.1%

industrials

8.9%
8.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Canara Robeco Emerging Equities fund (G)
Canara Robeco Emerging Equities fund (G)

₹ 14,233 cr

₹ 4,507 cr

₹ 9,966 cr

₹ 14,233 cr

₹ 9,966 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 289,933 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

    5.4%

    7.4%

    5.2%

    6.8%

    5.4%

    7.3%

    5.2%

    7.1%

    5.5%

    7.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Aditya Birla Sun Life PSU Equity Fund (PIDCW-A) Review

    Aditya Birla Sun Life PSU Equity Fund (PIDCW-A) is a Sectoral / Thematic - Psu Equity fund and has delivered an annualised return of 17.3% over a period of 2 years. The fund was previously known as Aditya Birla Sun Life PSU Eq Reg IDCW-P. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Milind Bafna.

    Nav of Aditya Birla Sun Life PSU Equity Fund (PIDCW-A) as of 8/17/2022 is ₹14.47 with the total AUM as of 8/18/2022 is ₹842.285. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life PSU Equity Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 0 fund in Equity and delivered 19.1% 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 (PIDCW-A).

    Frequently Asked Questions

    What is Aditya Birla Sun Life PSU Equity Fund (PIDCW-A)?

    Aditya Birla Sun Life PSU Equity Fund (PIDCW-A) 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 (PIDCW-A)?

    You can invest in Aditya Birla Sun Life PSU Equity Fund (PIDCW-A) 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 (PIDCW-A)?

    The minimum sip amount for Aditya Birla Sun Life PSU Equity Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life PSU Equity Fund (PIDCW-A) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life PSU Equity Fund (PIDCW-A) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life PSU Equity Fund (PIDCW-A) 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 (PIDCW-A)?

    The expense ratio of the Aditya Birla Sun Life PSU Equity Fund (PIDCW-A) is 2.34% for regular plan.