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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

3 Years

Invest Now

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

  • ₹ 13.180

    as on 03 Aug 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 774 Cr.

    as on 03 Aug 2021
  • 2.42%

    since 31 May 2021
  • 31 Dec 2019

  • Equity - Sectoral/Thematic

  • Nifty 50

  • aditya birla sun life mutual fund

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  • 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 ₹ 13.180 as on 03 Aug 2021.

This fund has 1 years of track record. Since 31 May 2021 expense ratio of this fund is 2.42%. 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 15.15% 30.49% 72.14% 158.47% 56.37% 35.72% 28.61% 23.41% 170.66% 85.42% 56.70% 39.61% 26.31%
Category Average 4.31% 14.82% 20.75% 63.24% 28.93% 15.02% 14.27% 13.16% 60.52% 43.32% 29.08% 18.52% 15.38%
Aditya Birla Sun Life PSU Equity Fund 1.85%₹ 10,185 16.02%₹ 11,602 26.73%₹ 12,673 55.79%₹ 15,579 62.22%₹ 15,730 - - - - - - - -
ICICI Prudential Technology Fund 8.69%₹ 10,868 28.02%₹ 12,801 37.43%₹ 13,742 106.36%₹ 20,636 102.35%₹ 17,915 56.37%₹ 24,512 85.42%₹ 48,595 35.72%₹ 25,022 56.70%₹ 77,518 28.61%₹ 35,212 39.61%₹ 1,56,955 23.41%₹ 82,067 26.31%₹ 4,84,604
Aditya Birla Sun Life Digital India Fund 6.66%₹ 10,665 23.60%₹ 12,360 33.85%₹ 13,384 92.11%₹ 19,211 90.58%₹ 17,288 53.99%₹ 23,768 75.57%₹ 45,430 33.05%₹ 23,571 52.21%₹ 73,447 27.70%₹ 33,985 37.56%₹ 1,49,712 20.69%₹ 65,675 25.05%₹ 4,52,780
Mirae Asset Healthcare Fund 3.09%₹ 10,308 14.24%₹ 11,424 26.09%₹ 12,609 48.37%₹ 14,836 52.55%₹ 15,182 54.32%₹ 23,872 58.59%₹ 40,175 31.34%₹ 22,670 45.11%₹ 67,287 - - - -
SBI Technology Opportunities Fund 8.64%₹ 10,864 24.76%₹ 12,475 32.90%₹ 13,290 86.80%₹ 18,680 89.94%₹ 17,253 46.39%₹ 21,474 67.89%₹ 43,022 30.58%₹ 22,279 47.31%₹ 69,159 23.48%₹ 28,727 34.26%₹ 1,38,659 - -
Tata Digital India Fund 7.57%₹ 10,756 24.44%₹ 12,443 33.40%₹ 13,340 91.71%₹ 19,171 93.17%₹ 17,427 49.72%₹ 22,464 74.01%₹ 44,938 30.57%₹ 22,276 49.97%₹ 71,463 27.02%₹ 33,086 37.16%₹ 1,48,346 - -

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life PSU Equity Fund as on 04 Aug 2021 are listed below:

  • Equity Holdings:

    97.28%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.73%

Top Sector Holdings of Aditya Birla Sun Life PSU Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 14.74% ₹ 114.11 Cr.
Refineries/marketing 10.76% ₹ 83.31 Cr.
Industrial minerals 10.46% ₹ 80.93 Cr.
Gas transmission/marketing 9.86% ₹ 76.36 Cr.
Power- transmission 9.01% ₹ 69.72 Cr.
Others 45.17% -

Top Stock Holdings of Aditya Birla Sun Life PSU Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
State Bank Of India 9.48% ₹ 73.36 Cr.
Power Grid Corporation of India Ltd. 9.01% ₹ 69.72 Cr.
National Thermal Power Corporation Ltd. 8.05% ₹ 62.27 Cr.
Bharat Electronics Ltd. 5.74% ₹ 44.43 Cr.
Bharat Petroleum Corporation Ltd. 5.63% ₹ 43.60 Cr.
Others 62.09% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.79%
Margin 1.38%
Cash and Bank 0.00%
Net Receivables -0.44%