Overview (as on 09 Apr 2021)

NAV

₹11.5

1y returns

48.771%

Fund AUM

₹597 Cr

Expense Ratio

0.53%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Utilities
27.62%
Energy
22.14%
Industrials
21.29%
Financial Services
20.11%
Basic Materials
8.84%
Size Breakup
Large Cap
56.14%
Mid Cap
36.47%
Small Cap
7.39%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Holdings

Fund Details

Investment Objectives
"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 schemesu2019 objectives will be achieved."
Scheme Name
Aditya Birla Sun Life PSU Equity Fund Direct Growth
Scheme Document
Exit Load

For 0 - 30 Days: 1%

After 30 Days : 0%

Plan Started
01 January, 2020
Fund Manager
Mahesh Patil
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

Other Related Plans

Peer Funds

Aditya Birla Sun Life PSU Equity Fund Direct Gr...

NAV

₹11.5

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Mahesh Patil
Mahesh Patil

leader

Qualifications
B.E.(Electrical), MMS(JBIMS), CFA (ICFAI)
Work Experience
"Over 20 years experience in fund management, equity research and corporate finance. Prior to joining BSLAMC, he has worked with Reliance Infocom Ltd. in Business Strategy, and as a Sr. Research Analyst with Motilal Oswal Securities and Parag Parikh Financial Advisory Services"
Vineet Maloo
Vineet Maloo

manager

Qualifications
B.Com., C.A.
Work Experience
"Has around 5 years of experience. He had been providing analytical support to the Chief Financial Officer of Hindalco Industries Limited, prior to which he has worked with Aditya Birla Management Corporation Ltd. & M/s. D. K. Chhajer & Co., Chartered Accountants."

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