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Aditya Birla Sun Life PSU Equity Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life PSU Equity Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹5,956 Cr

Lock In Period

N/A

Expense Ratio

1.91

Exit Load

For redemption/switchout of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil.

Benchmark

BSE PSU Total Return

Aditya Birla Sun Life PSU Equity Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.500.938.60
6M1.642.0725.95
1Y7.255.0462.93
3Y23.5514.45196.29

Portfolio Analysis

  • Equity: 98.06%
  • Debt: 1.94%
  • Others
As on: 2026-05-31
View allocation % by

1. State Bank of India16.56%
2. Bank of Maharashtra4.42%
3. Bank of India3.15%
4. Union Bank of India2.94%
5. Bank of Baroda2.65%
6. Punjab National Bank0.58%

1. NTPC Limited8.57%

1. Bharat Electronics Limited4.93%
2. Hindustan Aeronautics Limited2.41%

1. Bharat Petroleum Corporation Limited3.29%
2. Hindustan Petroleum Corporation Limited2.24%
3. Indian Oil Corporation Limited1.80%

1. Power Grid Corporation of India Limited6.89%

1. Bharat Heavy Electricals Limited6.50%

1. NMDC Limited3.52%
2. Coal India Limited2.83%

1. GAIL (India) Limited4.66%
2. Gujarat Gas Limited0.41%

1. Oil & Natural Gas Corporation Limited3.51%
2. Oil India Limited1.54%

1. PNB Housing Finance Limited3.39%

1. SBI Life Insurance Company Limited1.87%
2. Life Insurance Corp of India1.45%

1. Mahanagar Gas Limited1.30%
2. Indraprastha Gas Limited0.84%

1. Steel Authority of India Limited1.37%

1. National Aluminium Company Limited1.25%

1. Power Finance Corporation Limited1.04%

About Fund Aditya Birla Sun Life PSU Equity Fund Growth

Aditya Birla Sun Life PSU Equity Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹5,956 Crore. The fund benchmarks its performance against the BSE PSU Total Return while maintaining an expense ratio of 1.91. Under the expert guidance of Dhaval Gala ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Dhaval Gala

Mr. Dhaval Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research. Prior to joining BSLAMC, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Invesco India PSU Equity Fund Growth11472.55 CR2.16
Franklin India Opportunities Fund Growth58723.81 CR2.1
Aditya Birla Sun Life PSU Equity Fund Growth55956.28 CR1.91
LIC MF Gold ETF Growth01469.77 CR0.45
UTI Gold Exchange Traded Fund Growth04382.23 CR0.52
Fund Name1Y3Y
This FundInvesco India PSU Equity Fund Growth-0.914283.5968
This FundFranklin India Opportunities Fund Growth2.328385.4181
This FundAditya Birla Sun Life PSU Equity Fund Growth7.249488.6149
This FundLIC MF Gold ETF Growth48.4585140.3824
This FundUTI Gold Exchange Traded Fund Growth47.9804140.8668

Aditya Birla Sun Life PSU Equity Fund Growth FAQs

Aditya Birla Sun Life PSU Equity Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life PSU Equity Fund Growth is 1.91. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life PSU Equity Fund Growth’s fund performance is as follows:
  • 1 Month : 0.50%
  • 6 Months : 1.64%
  • 1 Year : 7.25%
  • 3 Years : 23.55%
Returns of Aditya Birla Sun Life PSU Equity Fund Growth are updated daily based on NAV of ₹ 35.25 as on Jul 08,2026. Since inception, the return has been 88.61%.

You can invest in Aditya Birla Sun Life PSU Equity Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life PSU Equity Fund Growth is ₹5,956 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life PSU Equity Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.