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SIP/One Time Calculator
| Nav: | 43.51 |
| Min. SIP Amount: | 100.000000000000000000000000000000 |
| Rating: | 4 |
| Fund Size: | ₹0.00 |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 68.1% | 38.4% | 45.9% | 54.8% |
| Category Average | 68.1% | 38.4% | 45.9% | 54.8% |
| Rank With in Category | 7 | 1 | 1 | NA |
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 68.1% | 45.4% | 54.9% | 34.8% |
| Category Average | 68.1% | 23.4% | 43.9% | 65.8% |
| Rank With in Category | 7 | 4 | 4 | NA |
Peer Comparison
| Equity, Sectoral / Thematic funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
| Invesco India Infrastructure Fund Direct Growth | 5 | 38.4% | 45.9% | 2,667 |
| Quant Infrastructure Fund Direct Growth | 4 | 38.4% | 45.9% | 2,667 |
| Nippon India Consumption Fund Direct Growth | 3 | 38.4% | 45.9% | 2,667 |
| Sundaram Financial Services Opportunities Fund Direct Growth | 3 | 38.4% | 45.9% | 2,667 |
| SBI Healthcare Opportunities Fund Direct Plan Growth | 4 | 38.4% | 45.9% | 2,667 |
Expense ratio, exit load and tax
Expense ratio: 0.44%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 30 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund management
Education
Mr. Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).
Also manages these schemes
Education
Mr. Joshi has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).
Also manages these schemes
Mutual Fund Name
| Rank (total assets) | #4 in India |
| Total AUM | ₹0.00 |
| Date of Incorporation | 23 Dec 1994 |
Aditya Birla Sun Life PSU Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Mahesh Patil is the Current Fund Manager of Aditya Birla Sun Life PSU Equity Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,54,299 Cr and the Latest NAV as of 19 Jun 2024 is ₹38.07. The Aditya Birla Sun Life PSU Equity Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. Exit load of 1% if redeemed within 30 days.
...Read MoreInvestment Objective
The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs).
...Read More| Fund Benchmark | BSE PSU Total Return |
Address
One World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Phone
NA
NA
Launch Date
23 Dec 1994
Website
www.google.com
Mutual Fund Name
Company Name
Custodian
Registrar & Transfer Agent
Address
Website
Pros and cons
Pros
Cons
Simillar funds
| Select | Fund Name |
|---|---|
| Aditya Birla Sun Life Infrastructure Fund -Plan-IDCW-Regular Plan | |
| Aditya Birla Sun Life Nifty 50 Index Fund - IDCW-Regular Plan | |
| Aditya Birla Sun Life Pure Value Fund - IDCW-Regular Plan | |
| Aditya Birla Sun Life Manufacturing Equity Fund- REGULAR IDCW | |
| Aditya Birla Sun Life India GenNext Fund - IDCW-Regular Plan | |
| Aditya Birla Sun Life MNC Fund - IDCW-Regular Plan | |
| Aditya Birla Sun Life Arbitrage Fund - IDCW-Regular Plan (formerly known as Aditya Birla Sun Life Enhanced Arbitrage Fund) | |
| Aditya Birla Sun Life Dividend Yield Fund - IDCW-Regular Plan (formerly known as Aditya Birla Sun Life Dividend Yield Plus) | |
| Aditya Birla Sun Life Focused Fund - IDCW-Regular Plan (formerly known as Aditya Birla Sun Life Top 100 Fund) | |
| Aditya Birla Sun Life Balanced Advantage Fund - IDCW | |
| Aditya Birla Sun Life Flexi Cap Fund - IDCW-Regular Plan | |
| Aditya Birla Sun Life Equity Hybrid '95 Fund - IDCW -Regular Plan (formerly known as Aditya Birla Sun Life Balanced '95 Fund) | |
| Aditya Birla Sun Life Midcap Fund -PLAN - IDCW-Regular Plan | |
| Aditya Birla Sun Life Equity Advantage Fund - IDCW-Regular Plan | |
| Aditya Birla Sun Life Small Cap Fund IDCW -Regular Plan (formerly known as Aditya Birla Sun Life Small & Midcap Fund) | |
| Aditya Birla Sun Life Banking And Financial Services Fund - Div. REGULAR | |
| Aditya Birla Sun Life Frontline Equity Fund -IDCW-Regular Plan | |
| Aditya Birla Sun Life Equity Savings Fund - Div. REGULAR | |
| Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular IDCW | |
| Aditya Birla Sun Life Pharma & Healthcare Fund Regular IDCW | |
| Aditya Birla Sun Life Multi Asset Allocation Fund-Reg IDCW |
| Select | Fund Name |
|---|---|
| Aditya Birla Sun Life Infrastructure Fund -Plan-IDCW-Regular Plan | |
| Aditya Birla Sun Life Pure Value Fund - IDCW-Regular Plan | |
| Aditya Birla Sun Life Arbitrage Fund - INSTL - IDCW (formerly known as Aditya Birla Sun Life Enhanced Arbitrage Fund) | |
| Aditya Birla Sun Life Manufacturing Equity Fund- REGULAR IDCW | |
| Aditya Birla Sun Life India GenNext Fund - IDCW-Regular Plan | |
| Aditya Birla Sun Life MNC Fund - IDCW-Regular Plan | |
| Aditya Birla Sun Life Arbitrage Fund - IDCW-Regular Plan (formerly known as Aditya Birla Sun Life Enhanced Arbitrage Fund) | |
| Aditya Birla Sun Life Dividend Yield Fund - IDCW-Regular Plan (formerly known as Aditya Birla Sun Life Dividend Yield Plus) | |
| Aditya Birla Sun Life Focused Fund - IDCW-Regular Plan (formerly known as Aditya Birla Sun Life Top 100 Fund) | |
| Aditya Birla Sun Life Midcap Fund -PLAN - IDCW-Regular Plan | |
| Aditya Birla Sun Life Equity Advantage Fund - IDCW-Regular Plan | |
| Aditya Birla Sun Life International Equity Fund -Plan-B - IDCW-Regular Plan | |
| Aditya Birla Sun Life Small Cap Fund IDCW -Regular Plan (formerly known as Aditya Birla Sun Life Small & Midcap Fund) | |
| Aditya Birla Sun Life Banking And Financial Services Fund - Div. REGULAR | |
| Aditya Birla Sun Life Equity Savings Fund - Div. REGULAR | |
| Aditya Birla Sun Life Pharma & Healthcare Fund Regular IDCW | |
| Aditya Birla Sun Life Retirement Fund - 30s Plan Regular IDCW | |
| Aditya Birla Sun Life Retirement Fund - 40s Plan Regular IDCW |
| Select | Fund Name |
|---|---|
| Bandhan Equity Savings Fund-IDCW-(Regular Plan)-Reinv-Exch-Annual IDCW-EXCH | |
| Bandhan Sterling Value Fund-IDCW-(Regular Plan) | |
| Bandhan Core Equity Fund-IDCW-(Regular Plan) | |
| Bandhan Balanced Advantage Fund Regular Plan-IDCW (Formerly known as Bandhan Dynamic Equity Fund) | |
| Bandhan Infrastructure Fund-IDCW-(Regular Plan) | |
| Bandhan Equity Savings Fund-Monthly IDCW-(Regular Plan) | |
| Bandhan Nifty 50 Index Fund-IDCW-(Regular Plan) ("Formerly Known as Bandhan Nifty Fund-IDCW-(Regular Plan)") | |
| Bandhan Flexi Cap Fund-IDCW-(Regular Plan) | |
| Bandhan Large Cap Fund-IDCW-(Regular Plan) | |
| Bandhan Equity Savings Fund-IDCW-(Regular Plan)-Annual IDCW | |
| Bandhan Aggressive Hybrid Fund - Regular Plan-IDCW-Reinvestment Exchange | |
| Bandhan Aggressive Hybrid Fund - Regular Plan-IDCW | |
| Bandhan Midcap Fund Regular Plan-IDCW | |
| Bandhan Nifty200 Momentum 30 Index Fund Regular Plan-IDCW | |
| Bandhan Nifty Alpha 50 Index Fund Regular Plan-IDCW | |
| Bandhan Innovation Fund Regular Plan-IDCW |
| Select | Fund Name |
|---|---|
| HDFC Arbitrage Fund - Retail Plan - Regular Plan - Quarterly IDCW Reinvestment |
| Select | Fund Name |
|---|---|
| ICICI Prudential Value Discovery Fund - IDCW | |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF IDCW | |
| ICICI Prudential NASDAQ 100 Index Fund - IDCW | |
| ICICI Prudential Nifty Pharma Index Fund - IDCW |
| Select | Fund Name |
|---|---|
| Mahindra Manulife Balanced Advantage Fund - Regular - IDCW | |
| Mahindra Manulife Small Cap Fund - Regular - IDCW | |
| Mahindra Manulife Value Fund - Regular - IDCW |