Aditya Birla Sun Life PSU Equity Fund Direct Growth - Regular - Latest NAV [ ₹34.14 ], Returns, Performance, Portfolio & Returns 2024

Aditya Birla Sun Life PSU Equity Fund Direct Growth

Direct

Growth

3 yr CAGR
+33.79%
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Direct

Growth

3 yr CAGR
+33.79%
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Fund overview

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Net Asset Value

₹34.14
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AUM (Fund size)

5,456.42 Crore
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Lock-in period

No Lock-in
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Exit Load

1% in 30 days
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Expense ratio

0.49%
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Risk

Very High
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

62,709,693.44 Crore ₹
Min investment of ₹500 required
risk

Top holdings

HoldingsWeightage
State Bank of India11.64%
NTPC Ltd9.61%
Power Grid Corp Of India Ltd7.81%
Oil & Natural Gas Corp Ltd6.47%
GAIL (India) Ltd5.29%
PNB Housing Finance Ltd5.15%
Bank of Baroda4.14%
Coal India Ltd3.97%
Life Insurance Corporation of India3.9%
NMDC Ltd3.87%

Calculate returns

Monthly (SIP)
One-Time
4000
20
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

Top Sectors

About Aditya Birla Sun Life AMC Ltd

Presently it is known as Aditya Birla Sun Life (ABSL) Asset Management Company Ltd. It is a joint venture between the Aditya Birla Group in India and Sun Life Financial Inc of Canada. It was set up as a joint venture in 1994.

Managers

Dhaval Gala, Dhaval Joshi

Custodians

Citibank N.A. India

Address

Aditya Birla Sun Life AMC Ltd One World Centre, Tower 1, 17th Floor

Fax Nos.

+91 22 43568110/ 8111

Telephone Nos.

+91 22 43568000

Homepage

www.adityabirlasunlifemf.com

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Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

62,709,693.44 Crore ₹
Min investment of ₹500 required
risk

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Frequently Asked Questions

What are Balanced/Hybrid funds?

Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates

Is KYC necessary for BLACK?

KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.

What is a Mandate (Auto-SIP)?

A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.