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Business News/Market/Market Stats/    Aditya Birla Sun Life PSU Equity Fund Regular Growth

Aditya Birla Sun Life PSU Equity Fund Regular Growth

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  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
29.91 -0.16 (-0.53%) NAV as on 07 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)5236.98
  • CAGR -7.22%
  • Exit Load1.00%
  • Expense ratio1.79%
  • CategoryEquity
  • Min Investment500
  • Min SIP100
  • Launch Date2020-01-01

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 09 February 2025

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.19
  • Std Deviation 20.60%
  • Tracking Error 0.00%

About Fund

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 5236.98 crores & has delivered CAGR of 25.06% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.79%. The minimum investment in Aditya Birla Sun Life PSU Equity Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.

 

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

 

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

 

The major sectors where the fund is invested are Regional Banks, Electric Utilities, Oil & Gas Operations & Natural Gas Utilities.

 

Some of the similar funds are SBI PSU Regular Growth, Aditya Birla Sun Life PSU Equity Fund Regular Growth, Axis India Manufacturing Fund Regular Growth, SBI Automotive Opportunities Fund Regular Growth, HDFC Defence Fund Regular Growth. Aditya Birla Sun Life PSU Equity Fund Regular Growth has a sharpe ratio of 1.19 & a standard deviation of 20.60%.

FAQs about Aditya Birla Sun Life PSU Equity Fund Regular Growth

According to the morning star rating Aditya Birla Sun Life PSU Equity Fund Regular Growth has a Medium risk & Exceptional return.
Aditya Birla Sun Life PSU Equity Fund Regular Growth is managed by Dhaval Gala,Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life PSU Equity Fund Regular Growth is 1.79%.
The 5 year annualized return on Aditya Birla Sun Life PSU Equity Fund Regular Growth is 25.06% & it has generated -7.22% in the last 1 year.
The minimum investment in Aditya Birla Sun Life PSU Equity Fund Regular Growth is 500 Rs.
Aditya Birla Sun Life PSU Equity Fund Regular Growth has an AUM of 5236.98 crores.
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