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Aditya Birla Sun Life PSU Equity Fund

Aditya Birla Sun Life PSU Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

28.08

as on 30 Nov 2022

1 Year

Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 12,808 today.

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NAV Performance

Aditya Birla Sun Life PSU Equity Fund performance graph for last 3 years
Performance of Aditya Birla Sun Life PSU Equity Fund for last 3 Years

Fund Information

  • ₹ 17.150

    as on 30 Nov 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 812 Cr.

    as on 31 Dec 2021
  • 2.35%

  • 31 Dec 2019

  • Equity - Sectoral/Thematic

  • Nifty 50

  • Aditya Birla Sun Life Mutual Fund

    Show All Funds
  • Aditya Birla Sun Life PSU Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges.

Highlights of this fund

Aditya Birla Sun Life PSU Equity Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 31 Dec 2019. This fund is offered by one of the top AMC (Assets Management Company) Aditya Birla Sun Life Mutual Fund. You can also view here all other Equity funds offered by Aditya Birla Sun Life Mutual Fund.

Latest NAV of the fund is ₹ 17.150 as on 30 Nov 2022.

This fund has 2 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.35%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund 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).

List of Fund Managers of Aditya Birla Sun Life PSU Equity Fund

  • About Vineet Maloo

    Picture of Vineet MalooVineet has 7 years of experience. He has been providing analytical support to the Chief Financial Officer of Hindalco Industries Limited, prior to which he has worked with Aditya Birla Management Corporation Ltd.He is a CA by qualification.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 18.77% 12.75% 25.00% 31.96% 53.15% 38.91% 25.72% 21.89% 43.26% 35.81% 49.38% 34.00% 22.18%
Category Average 3.66% 4.33% 13.18% 8.52% 23.63% 19.35% 11.17% 13.74% 16.61% 15.62% 22.82% 17.30% 14.28%
Aditya Birla Sun Life PSU Equity Fund 6.19%₹ 10,619 10.08%₹ 11,007 20.27%₹ 12,026 28.08%₹ 12,808 36.08%₹ 14,238 37.18%₹ 18,866 29.82%₹ 31,859 - - - - - -
Quant Infrastructure Fund 4.60%₹ 10,460 6.60%₹ 10,659 18.92%₹ 11,892 18.24%₹ 11,824 27.74%₹ 13,738 53.15%₹ 23,538 35.81%₹ 33,533 38.91%₹ 26,853 49.38%₹ 70,968 21.08%₹ 26,038 34.00%₹ 1,37,923 17.05%₹ 48,315 22.15%₹ 3,87,198
ICICI Prudential Commodities Fund 9.03%₹ 10,902 9.42%₹ 10,941 16.28%₹ 11,628 20.69%₹ 12,068 25.86%₹ 13,624 46.76%₹ 21,607 26.95%₹ 31,069 38.74%₹ 26,751 43.89%₹ 66,281 - - - -
Quant Consumption Fund 4.60%₹ 10,460 9.01%₹ 10,900 19.39%₹ 11,938 14.95%₹ 11,495 26.50%₹ 13,662 41.72%₹ 20,143 27.58%₹ 31,240 37.21%₹ 25,874 39.88%₹ 62,996 18.66%₹ 23,539 29.41%₹ 1,23,772 19.32%₹ 58,545 22.18%₹ 3,87,837
ICICI Prudential Technology Fund 6.24%₹ 10,623 6.85%₹ 10,684 3.38%₹ 10,338 -12.47%₹ 8,752 -3.18%₹ 11,792 26.82%₹ 16,115 8.61%₹ 26,187 35.85%₹ 25,111 28.89%₹ 54,542 25.72%₹ 31,430 26.39%₹ 1,15,182 21.89%₹ 72,468 21.40%₹ 3,71,712
Aditya Birla Sun Life Digital India Fund 6.46%₹ 10,645 7.26%₹ 10,726 5.63%₹ 10,562 -11.13%₹ 8,886 -0.75%₹ 11,951 25.73%₹ 15,836 8.65%₹ 26,197 31.86%₹ 22,959 25.90%₹ 52,385 24.57%₹ 30,012 24.83%₹ 1,10,955 20.74%₹ 65,895 20.89%₹ 3,61,543

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life PSU Equity Fund as on 01 Dec 2022 are listed below:

  • Equity Holdings:

    96.06%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.92%

Top Sector Holdings of Aditya Birla Sun Life PSU Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 13.07% ₹ 108.41 Cr.
Industrial minerals 9.93% ₹ 82.40 Cr.
Power- transmission 9.86% ₹ 81.76 Cr.
Power 8.74% ₹ 72.49 Cr.
Refineries/Marketing 8.44% ₹ 70.07 Cr.
Others 49.96% -

Top Stock Holdings of Aditya Birla Sun Life PSU Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Power Grid Corporation of India Ltd. 9.86% ₹ 81.76 Cr.
State Bank Of India 9.72% ₹ 80.58 Cr.
National Thermal Power Corporation Ltd. 8.74% ₹ 72.49 Cr.
Bharat Petroleum Corporation Ltd. 6.42% ₹ 53.28 Cr.
Bharat Electronics Ltd. 6.20% ₹ 51.44 Cr.
Others 59.06% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.86%
Margin 0.80%
Net Receivables 0.26%
Cash and Bank 0.00%