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(%) | 6.63 | 25.93 | 24.15 | N/A |
| Average Rolling Returns(%) | 35.95 | 33.82 | 30.06 | N/A |
The Current NAV of Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan is ₹39.89.
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 0.59%
The process for redemption is
The AUM of Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan is currently ₹5,334 Crores.
The Top three stocks are SBI, NTPC and Power Grid Corp and account for 35% of its portfolio. Top 5 and 10 stocks of fund account for 45% and 64% 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 74% 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 19.25 and PB ratio is 2.56
The asset allocation of Aditya Birla Sun Life PSU Equity Fund - Growth - Direct Plan is Stocks : 97.08%, Debt : 2.92% 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
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