Aditya Birla Sun Life PSU Equity Fund Direct Payout Inc Dist cum Cap Wdrl

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, Dhaval Joshi. The fund could potentially beat inflation in the long-run.

1. Aditya Birla Sun Life PSU Equity Fund Direct Payout Inc Dist cum Cap Wdrl has ₹5227 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.5.
   

Aditya Birla Sun Life PSU Equity Fund Direct Payout Inc Dist cum Cap Wdrl has given a CAGR return of 24.40% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -8.31%, 27.56% and 32.22% respectively.

Aditya Birla Sun Life PSU Equity Fund Direct Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Utilities, Energy, Industrial, Basic Materials. Its top holdings are State Bank of India, NTPC Ltd, Power Grid Corp Of India Ltd, GAIL (India) Ltd, Oil & Natural Gas Corp Ltd

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Aditya Birla Sun Life PSU Equity Fund Direct Payout Inc Dist cum Cap Wdrl has no lock in period.