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(%) 92.21 39.43 N/A N/A
Average Rolling Returns(%) 38.00 34.46 N/A N/A

The Current NAV of Aditya Birla Sun Life PSU Equity Fund - Regular Plan - Growth is ₹31.66.

It is better to invest in a fund with a longer track record as Aditya Birla Sun Life PSU Equity Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

Aditya Birla Sun Life PSU Equity Fund - Regular Plan - Growth fund’s expense ratio is 1.90%

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 ₹3,330 Crores.

The Top three stocks are ONGC, NTPC and SBI and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 34% and 54% 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 66% of the total portfolio.

Funds Portfolio Quality is Not Good. It has a fair amount of Red 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 - 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 16.17 and PB ratio is 3.35

The asset allocation of Aditya Birla Sun Life PSU Equity Fund - Regular Plan - Growth is Stocks : 91%, Debt : 9.04% 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

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.