₹ 35.04
NAV (Oct 15)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 35.04
NAV (Oct 15)
Last 1Y | 58.7% |
Last 3Y | 33.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 29.9% |
6 Month CAGR | 5.7% |
The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs).
Expense Ratio | 1.78 |
Launched (0y ago) | 1.78 |
AUM in Crores | 5895.8 |
ISIN | INF209KB1O66 |
Lock-in | - |
Benchmark | BSE PSU Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 19.4 |
Beta | 0.9 |
Sharpe Ratio | 1.7 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Aditya Birla Sun Life PSU Equity Fund (G) | 17,93,986 | 10,61,374 | 33.7% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
State Bank of India
11.6%NTPC Ltd.
9.2%Power Grid Corporation Of India Ltd.
7.1%Oil & Natural Gas Corporation Ltd.
7%GAIL (India) Ltd.
5.6%Energy
40.8%Financial
29.5%Capital Goods
10.7%Materials
4.3%Metals & Mining
4.2%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
Aditya Birla Sun Life Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.3% | 7.4% | ||
5.4% | 5.3% | ||
6.4% | 7.4% | ||
6.4% | 8% | ||
5.8% | 7.2% |
Aditya Birla Sun Life PSU Equity Fund (G) is a Sectoral / Thematic - Psu Equity fund and has delivered an annualised return of 29.907% over a period of 4 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Dhaval Gala, Dhaval Joshi.
Nav of Aditya Birla Sun Life PSU Equity Fund (G) as of 10/15/2024 is ₹35.04 with the total AUM as of 10/16/2024 is ₹5895.788212. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life PSU Equity Fund (G) was launched on 2019-12-30. The category risk of the fund is null.
The minimum SIP amount for Aditya Birla Sun Life PSU Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Aditya Birla Sun Life PSU Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE PSU Total Return Index.
It is rated as a null fund in Equity and delivered 58.744% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life PSU Equity Fund (G).
What is Aditya Birla Sun Life PSU Equity Fund (G)?
How to invest in Aditya Birla Sun Life PSU Equity Fund (G)?
You can invest in Aditya Birla Sun Life PSU Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life PSU Equity Fund (G)?
The minimum sip amount for Aditya Birla Sun Life PSU Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life PSU Equity Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life PSU Equity Fund (G)?
The expense ratio of the Aditya Birla Sun Life PSU Equity Fund (G) is 1.78% for regular plan.
What is the NAV of Aditya Birla Sun Life PSU Equity Fund (G)?
Today's Aditya Birla Sun Life PSU Equity Fund (G) NAV is ₹35.04.