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
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