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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹5,334 Cr

Lock In Period

N/A

Expense Ratio

1.85

Benchmark

BSE PSU Total Return

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.

Summary

Latest details for Aditya Birla Sun Life PSU Equity Fund Growth include a ₹36.84 NAV as of Apr 17,2026 and returns since inception of 116.48%. Minimum investments start at SIP ₹100. The Aditya Birla Sun Life PSU Equity Fund Growth AUM is ₹5,334 Cr, with a lock-in of N/A years, expense ratio of 1.85%, and benchmark BSE PSU Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 4.93% returns, against a category average of 0.83% and a category best of 9.50%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.930.839.50
6M8.691.9527.47
1Y15.826.1973.00
3Y29.3614.05196.29

Portfolio Analysis

  • Equity: 97.08%
  • Debt: 2.92%
  • Others
As on: 2026-03-31
View allocation % by

1. State Bank of India18.77%
2. Bank of Maharashtra3.82%
3. Bank of Baroda3.78%
4. Bank of India3.65%
5. Punjab National Bank0.61%

1. NTPC Limited9.17%

1. Bharat Electronics Limited5.37%
2. Hindustan Aeronautics Limited2.18%

1. Bharat Petroleum Corporation Limited3.47%
2. Hindustan Petroleum Corporation Limited2.13%
3. Indian Oil Corporation Limited1.94%

1. Power Grid Corporation of India Limited6.85%

1. Coal India Limited3.45%
2. NMDC Limited3.31%

1. Oil & Natural Gas Corporation Limited4.20%
2. Oil India Limited1.72%

1. GAIL (India) Limited4.36%
2. Gujarat Gas Limited0.35%

1. Bharat Heavy Electricals Limited4.51%

1. PNB Housing Finance Limited2.77%

1. Life Insurance Corp of India1.43%
2. SBI Life Insurance Company Limited1.18%

1. Mahanagar Gas Limited1.23%
2. Indraprastha Gas Limited0.85%

1. Power Finance Corporation Limited1.03%
2. REC Limited0.42%

1. National Aluminium Company Limited1.27%

1. Steel Authority of India Limited1.13%

About Fund

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 ₹5,334 Crore. The fund benchmarks its performance against the BSE PSU Total Return while maintaining an expense ratio of 1.85. 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
This FundFranklin India Opportunities Fund Growth07577.93 CR1.78
This FundAditya Birla Sun Life PSU Equity Fund Growth05334.01 CR1.85
This FundUTI Gold Exchange Traded Fund Growth04098.98 CR0.47
This FundICICI Prudential Gold ETF Growth424470.19 CR0.5
Fund Name1Y3Y
This FundFranklin India Opportunities Fund Growth7.1447103.0192
This FundAditya Birla Sun Life PSU Equity Fund Growth15.818116.4783
This FundUTI Gold Exchange Traded Fund Growth58.4736144.0449
This FundICICI Prudential Gold ETF Growth59.6594144.0949

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 1.85. 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 : 4.93%
  • 6 Months : 8.69%
  • 1 Year : 15.82%
  • 3 Years : 29.36%
Returns of Aditya Birla Sun Life PSU Equity Fund Growth are updated daily based on NAV of ₹ 36.84 as on Apr 17,2026. Since inception, the return has been 116.48%.

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 ₹5,334 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.
Min Inv Amount: ₹500