Aditya Birla Sun Life PSU Equity Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2020. The fund is managed by Dhaval Gala. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.53% |
Benchmark | S&P BSE PSU TR INR |
AUM | ₹3404 Cr |
Inception Date | 1 January, 2020 |
Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 43.88% |
Size breakup
Aditya Birla Sun Life PSU Equity Fund Direct Payout Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 8.41% | 8.41% |
6 Month Returns | 39.24% | 39.24% |
1 Year Returns | 85.16% | 85.16% |
3 Years Returns | 191.12% | 42.79% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life PSU Equity Fund Direct Payout Inc Dist cum Cap Wdrl | -5.77 | -0.27 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life PSU Equity Fund Direct Payout Inc Dist cum Cap Wdrl | 0.94 | 0.89 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life PSU Equity Fund Direct Payout Inc Dist cum Cap Wdrl | 2.7 | 1.62 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life PSU Equity Fund Direct Payout Inc Dist cum Cap Wdrl | 20.78 | 18.99 | - |