Aditya Birla Sun Life PSU Equity Fund
Equity
●
Thematic
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹35.18
Expense Ratio
1.82%
Min SIP
₹100
Fund Size
₹6086Cr
Min Investment
₹500
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 30D, Nil after 30D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
1.13%
Beta
1.21
Sharpe Ratio
0.295904
Risk
28.22%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(11.37)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- WhiteOak Capital Quality Equity Fund
- WhiteOak Capital Special Opportunities Fund
- Kotak Special Opportunities Fund
- Bandhan Business Cycle Fund
- Taurus Ethical Fund
- SBI Innovative Opportunities Fund
- SBI Quality Fund
- Nippon India Active Momentum Fund
- SBI Quant Fund
- Invesco India Business Cycle Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Business Cycle Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Active Momentum Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Manufacturing Fund
- The Wealth Company Ethical Fund
- Union Active Momentum Fund
- DSP Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Canara Robeco Manufacturing Fund
- Bank of India Business Cycle Fund
- Franklin India Opportunities Fund
- Quant Manufacturing Fund
- Quant Commodities Fund
- Quantum ESG Best In Class Strategy Fund
- Kotak Pioneer Fund
- HDFC Business Cycle Fund
- Tata India Innovation Fund
- Bandhan Transportation and Logistics Fund
- HSBC India Export Opportunities Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Tata Business Cycle Fund
- Nippon India Innovation Fund
- ICICI Prudential Quant Fund
- LIC MF Manufacturing Fund
- Quant ESG Integration Strategy Fund
- Sundaram Multi-Factor Fund
- SBI PSU Fund
- SBI Equity Minimum Variance Fund
- HDFC Defence Fund
- HDFC Innovation Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life Quant Fund
- UTI-Transportation and Logistics Fund
- Union Innovation & Opportunities Fund
- Axis Quant Fund
- Axis Business Cycles Fund
- Axis Innovation Fund
- HSBC Business Cycles Fund
- Baroda BNP Paribas Business Cycle Fund
- Quant Quantamental Fund
- Sundaram Business Cycle Fund
- Kotak Active Momentum Fund
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential PSU Equity Fund
- Invesco India PSU Equity Fund
- Quant Business Cycle Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Shriram Multi Sector Rotation Fund
- Bandhan Innovation Fund
- Motilal Oswal Quant Fund
- Axis Momentum Fund
- ICICI Prudential Conglomerate Fund
- SBI ESG Exclusionary Strategy Fund
- ICICI Prudential Manufacturing Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- HDFC Manufacturing Fund
- Mahindra Manulife Innovation Opportunities Fund
- ICICI Prudential Active Momentum Fund
- Quantum Ethical Fund
- ICICI Prudential Commodities Fund
- Kotak Rural Opportunities Fund
- Invesco India ESG Integration Strategy Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- ITI Business Cycle Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- Nippon India Quant Fund
- Tata Ethical Fund
- Baroda BNP Paribas Business Conglomerates Fund
- UTI Innovation Fund
- Kotak ESG Exclusionary Strategy Fund
- HDFC Housing Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Edelweiss Business Cycle Fund
- ICICI Prudential Business Cycle Fund
- HDFC Consumption Fund
- Union Business Cycle Fund
- Kotak Manufacture in India Fund
- ICICI Prudential Transportation and Logistics Fund
- 360 ONE Quant Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- HDFC Transportation and Logistics Fund
Dhaval Gala
Aditya Birla Sun Life Mutual FundTotal assets under management
₹385.00L Crores
Date of incorporation
5 Sept 1994
Aditya Birla Sun Life PSU Equity Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Aditya Birla Sun Life PSU Equity Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Aditya Birla Sun Life PSU Equity Fund has an AUM of ₹6085.65 Cr as on 4/8/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.67%. The risk is Very High against the category average of 62.91.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Aditya Birla Sun Life PSU Equity Fund.
Ans. The expense ratio of Aditya Birla Sun Life PSU Equity Fund is 1.82%.