Aditya Birla Sun Life PSU Equity Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.15
• Std Deviation 21.06%
• 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 5713.52 crores & has delivered CAGR of 24.57% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.83%. 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 & Bharat Electronics.

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, SBI MNC Fund Regular Growth, SBI Automotive Opportunities Fund Regular Growth, SBI Innovative Opportunities Fund Regular Growth. Aditya Birla Sun Life PSU Equity Fund Regular Growth has a sharpe ratio of 1.15 & a standard deviation of 21.06%.