Aditya Birla SL PSU Equity Fund

Equity | Sectoral / Thematic Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500.0 ₹500.0 0.67 % 0★ ₹946.0 3 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500.0 ₹500.0 0.67 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹946.0 Cr 3 Years
Rating Fund Size Fund Age

Scheme Objective

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.

Scheme Performance

Returns and Ranks ( as on 28 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 30.1% - - 22.6%
Category Average 29.5% 17.4% 5.6% -

Scheme Allocation

Holding
Sector
Asset
NTPC
9.88%
St Bk of India
9.76%
Bank of Baroda
9.48%
Coal India
9.31%
Power Grid Corpn
8.66%
Others
52.91%
Banks
28.95%
Power & Others
19.94%
Gas & Others
6.48%
Petroleum Products
4.52%
Insurance
4.02%
Others
36.09%
Equity
97.86%
Reverse Repos
2.04%
Derivatives
0.7%
Cash & Current Asset
0%
Net Curr Ass/Net Receivables
-0.6%
Others
0%

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla SL PSU Equity Fund

Fund Manager
Mahesh Patil

Exit Load

Exit Load For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment: : Nil

Advance Ratio

0.06 1.26 0.8 0.04
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

Frequently Asked Questions

You can invest in Aditya Birla SL PSU Equity Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL PSU Equity Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Aditya Birla SL PSU Equity Fund has delivered 22.6% since inception
The NAV of Aditya Birla SL PSU Equity Fund is ₹18.0 as of 28 November 2022.
The expense ratio of Aditya Birla SL PSU Equity Fund is 0.67 % as of 28 November 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now