Aditya Birla Sun Life PSU Equity Fund Direct growth

Equity • Other • Direct growth

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Insufficient fund history to generate its report card

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₹1,000 invested for 5 years

Fund Info

Equity

Other

Direct growth

Launched On
01 Jan 2020
4.9 years ago
Lock-in Period
No lock-in
NAV
as of 11 Dec 2024
₹36.89
-0.2703% (0.00)
AUM
₹5,456 Cr
Expense ratio
0.54%
Benchmark
BSE PSU
Fund Plan
Open demat account

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Taxes

Units held less than 1Y

20%

Units held more than 1Y

12.5%

Exit Load

If units sold before 30D

1%

If units sold after 30D

0%

Distribution

Asset split
Equity95.17%
Cash4.83%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

35.76%
Energy

Energy

18.30%
Industrials

Industrials

12.83%
Basic Materials

Basic Materials

6.34%

Fund House

Aditya Birla Sun Life

Aditya Birla Sun Life

Inc: 22 Apr 1994 • Total AUM: ₹3,39,367 Cr • Rank #5
Aditya Birla Sun Life Mutual Fund, started in 1994, has Aditya Birla Capital Limited ("ABCL") as its sponsor. The fund house is headed by A. Balasubramanian as the CEO. As of 31 March 2024, it has an AUM of ₹315,239.30 Cr. It functions under the holding company Sun Life Financial Inc., with 78.9 lakh investor folios and a presence in over 290 locations across the country as of 30 September 2023.

Fund Managers

Dhaval Gala

Experience: 9.28 yrs • Total AUM: 93,157 Cr

Dhaval Joshi

Experience: 2.32 yrs • Total AUM: 21,78,159 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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