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

NAV 28.66(-0.21%)
Feb 12, 2025
Aditya Birla Sun Life PSU Equity Fund - Regular Plan - Growth
AUM
₹5,168 Cr
Expense (%)
1.81
Turnover (%)
62.00
Benchmark
BSE PSU - TRI
Asset Quality
Large, Green
Differs from benchmark (%)
90.72

3Yr Rolling Returns(%)

Benchmark# : undefined
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Top 10 Holdings

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

Aditya Birla Sun Life PSU Equity Fund - Regular Plan - Growth 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 - Regular Plan - Growth is ₹28.66.

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 - Regular Plan - Growth fund’s expense ratio is 1.81%

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 - Regular Plan - Growth 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 - Regular Plan - Growth fund are BFSI, Oil & Gas and Construction & Infrastructure accounting for 76% of the total portfolio.

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 - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.

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

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

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

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

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

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