Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan

NAV 31.21(-2.25%)
Feb 11, 2025
Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan
AUM
₹5,168 Cr
Expense (%)
0.55
Turnover (%)
62.00
Benchmark
BSE PSU - TRI
Asset Quality
Large, Green
Differs from benchmark (%)
90.72

3Yr Rolling Returns(%)

Benchmark# : undefined
                                                                                                                                                            Benchmark# is
Loading...

Top 10 Holdings

Something went wrong. Please try again after sometime!
PortfolioCompare

FAQ : Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan

Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 28.27 26.01 N/A
Average Rolling Returns(%) 46.15 36.42 N/A N/A

The Current NAV of Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan is ₹31.21.

You can consider SIP in Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan fund’s expense ratio is 0.55%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan is currently ₹5,169 Crores.

The Top three stocks are SBI, NTPC and Power Grid Corp and account for 28% of its portfolio. Top 5 and 10 stocks of fund account for 40% and 60% of fund’s portfolio respectively.

Top three sectors of Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan fund are BFSI, Oil & Gas and Construction & Infrastructure accounting for 76% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.

Dhaval Gala manages the Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan Fund.

Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan current PE ratio is 19.89 and PB ratio is 2.65

The asset allocation of Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan is Stocks : 97.18%, Debt : 2.78% and Gold : 0%

The minimum SIP amount for Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan is 1% on or before 30 days, Nil after 30 days

© 2025 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt. Ltd.
Loading...
Hold on