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)

₹6,073 Cr

Lock In Period

N/A

Expense Ratio

1.88

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(%)
1M-2.85-0.649.05
6M3.814.2746.54
1Y6.104.51124.12
3Y17.2614.38342.02

Portfolio Analysis

  • Equity: 97.20%
  • Debt: 2.83%
  • Others
As on: 2026-08-31
View allocation % by

1. State Bank of India17.85%
2. Bank of Maharashtra4.41%
3. Union Bank of India4.27%
4. Bank of India3.12%
5. Bank of Baroda2.31%

1. Bharat Electronics Ltd.4.88%
2. Hindustan Aeronautics Ltd.2.64%

1. Bharat Petroleum Corporation Ltd.3.51%
2. Hindustan Petroleum Corporation Ltd.2.04%
3. Indian Oil Corporation Ltd.1.76%

1. NTPC Ltd.7.11%

1. Bharat Heavy Electricals Ltd.6.78%

1. Power Grid Corporation of India Ltd.6.13%

1. NMDC Ltd.3.46%
2. Coal India Ltd.2.44%

1. Life Insurance Corporation of India3.51%
2. SBI Life Insurance Co. Ltd.1.74%

1. Oil & Natural Gas Corporation Ltd.3.01%
2. Oil India Ltd.1.54%

1. GAIL (India) Ltd.3.83%
2. Gujarat Energy Ltd.0.25%
3. GSPL Transmission Ltd.0.05%

1. PNB Housing Finance Ltd.3.70%

1. Mahanagar Gas Ltd.1.25%
2. Indraprastha Gas Ltd.0.77%

1. National Aluminium Company Ltd.1.11%
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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 ₹6,073 Crore. The fund benchmarks its performance against the BSE PSU Total Return while maintaining an expense ratio of 1.88. 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
UTI Transportation and Logistic Fund Growth34,341 CR1.92
Edelweiss Recently Listed IPO Fund Growth41,230 CR2.34
Aditya Birla Sun Life PSU Equity Fund Growth56,072 CR1.88
HDFC Defence Fund Growth511,477 CR1.78
Nippon India Taiwan Equity Fund Growth31,128 CR2.4
Fund Name1Y3Y
This FundUTI Transportation and Logistic Fund Growth-2.163858.6978
This FundEdelweiss Recently Listed IPO Fund Growth18.000360.3713
This FundAditya Birla Sun Life PSU Equity Fund Growth6.100961.2207
This FundHDFC Defence Fund Growth22.6331155.2296
This FundNippon India Taiwan Equity Fund Growth121.1286324.1375

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 1.88. 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 : -2.85%
  • 6 Months : 3.81%
  • 1 Year : 6.10%
  • 3 Years : 17.26%
Returns of Aditya Birla Sun Life PSU Equity Fund Growth are updated daily based on NAV of ₹ 35.25 as on Sep 25,2026. Since inception, the return has been 61.22%.

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 ₹6,073 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.
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