Aditya Birla Sun Life PSU Equity Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.23
• Std Deviation 20.31%
• Tracking Error 0.00%

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). The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

The Aditya Birla Sun Life PSU Equity Fund Regular Growth has an AUM of 1245.53 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.15%. The minimum investment in Aditya Birla Sun Life PSU Equity Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include NTPC, State Bank Of India, Coal India & Power Grid Corporation Of India.

The major sectors where the fund is invested are Regional Banks, Electric Utilities, Coal & Metal Mining.

Some of the similar funds are Franklin India Opportunities Fund Growth, Aditya Birla Sun Life PSU Equity Fund Regular Growth, ICICI Prudential Manufacturing Fund Growth, DSP Quant Fund Regular Growth, Axis Special Situations Fund Regular Growth. Aditya Birla Sun Life PSU Equity Fund Regular Growth has a sharpe ratio of 1.23 & a standard deviation of 20.31%.