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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

38.03

as on 08 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 26,295 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

  • ₹ 25.270

    as on 08 Dec 2023
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 1,083 Cr.

    as on 31 May 2023
  • 1.95%

  • 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 ₹ 25.270 as on 08 Dec 2023.

This fund has 3 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.95%. 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 Dhaval Joshi

    Picture of Dhaval JoshiMr. Joshi has done B.Com, M.Com. and MBA (Finance) Prior to joinig Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
  • About Dhaval Gala

    Picture of Dhaval GalaDhaval M. Gala is a Fund Manager and Senior Analyst with Aditya Birla Sun Life AMC Limited (ABSLAMC). He has an overall experience of 13 years in the equity and capital market space. Dhaval joined ABSLAMC in February 2011 as a part of the Equity Fund Management and Analyst team. He specializes in the Banking and Financial Services sector. Prior to joining ABSLAMC, Dhaval worked with B&K Securities Limited and J P Morgan Chase India Private Limited.Dhaval holds an MBA in Finance from N L Dalmia Institute of Management and Research, Mumbai.

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 15.76% 16.34% 40.08% 45.70% 38.01% 40.11% 30.17% 22.53% 73.02% 47.52% 38.71% 35.59% 22.83%
Category Average 7.28% 7.02% 19.85% 24.12% 15.22% 22.49% 17.92% 16.09% 38.78% 25.39% 20.87% 22.04% 16.02%
Aditya Birla Sun Life PSU Equity Fund 15.76%₹ 11,575 16.34%₹ 11,634 40.08%₹ 14,007 43.01%₹ 14,301 73.02%₹ 16,343 35.12%₹ 18,258 47.52%₹ 36,883 38.03%₹ 26,295 38.71%₹ 62,027 - - - -
ICICI Prudential Infrastructure Fund 10.49%₹ 11,048 10.24%₹ 11,024 26.46%₹ 12,645 36.80%₹ 13,679 52.04%₹ 15,162 32.52%₹ 17,561 40.21%₹ 34,771 40.11%₹ 27,505 36.30%₹ 60,125 24.62%₹ 30,094 33.06%₹ 1,34,823 18.21%₹ 53,381 19.77%₹ 3,40,266
Quant Infrastructure Fund 11.14%₹ 11,113 11.91%₹ 11,191 28.13%₹ 12,813 20.26%₹ 12,026 46.83%₹ 14,861 18.28%₹ 13,990 28.52%₹ 31,491 39.56%₹ 27,183 29.51%₹ 54,977 30.17%₹ 37,424 35.59%₹ 1,43,035 21.16%₹ 68,323 22.83%₹ 4,01,479
HDFC Infrastructure Fund 10.34%₹ 11,033 11.17%₹ 11,116 37.66%₹ 13,765 45.70%₹ 14,570 71.26%₹ 16,246 32.37%₹ 17,521 47.33%₹ 36,828 39.01%₹ 26,860 38.61%₹ 61,948 19.12%₹ 24,011 30.64%₹ 1,27,366 14.49%₹ 38,759 15.22%₹ 2,66,201
DSP India T.I.G.E.R. Fund 11.41%₹ 11,141 7.38%₹ 10,737 28.98%₹ 12,898 39.05%₹ 13,905 56.04%₹ 15,390 26.92%₹ 16,108 38.97%₹ 34,418 36.17%₹ 25,247 33.18%₹ 57,727 22.77%₹ 27,917 30.16%₹ 1,25,918 18.72%₹ 55,708 18.94%₹ 3,25,239
Nippon India Power & Infra Fund 10.68%₹ 11,068 10.80%₹ 11,079 31.45%₹ 13,145 43.91%₹ 14,391 64.12%₹ 15,847 28.46%₹ 16,502 44.50%₹ 36,005 36.09%₹ 25,203 36.01%₹ 59,899 22.92%₹ 28,098 31.54%₹ 1,30,081 18.03%₹ 52,582 19.11%₹ 3,28,301

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life PSU Equity Fund as on 10 Dec 2023 are listed below:

  • Equity Holdings:

    96.29%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.68%

Top Sector Holdings of Aditya Birla Sun Life PSU Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 29.78% ₹ 330.09 Cr.
Industrial minerals 11.29% ₹ 125.08 Cr.
Power 9.43% ₹ 104.53 Cr.
Gas transmission/marketing 6.76% ₹ 74.99 Cr.
Power- transmission 6.52% ₹ 72.29 Cr.
Others 36.22% -

Top Stock Holdings of Aditya Birla Sun Life PSU Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
State Bank Of India 10.46% ₹ 115.99 Cr.
Bank Of Baroda 9.29% ₹ 102.95 Cr.
Coal India Ltd. 8.34% ₹ 92.44 Cr.
National Thermal Power Corporation Ltd. 7.95% ₹ 88.15 Cr.
Power Grid Corporation of India Ltd. 6.52% ₹ 72.29 Cr.
Others 57.44% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.52%
Net Receivables 0.16%