How would you invest in mutual fund?
SIP/One Time Calculator
| Nav: | 188.34 |
| Min. SIP Amount: | 500.000000000000000000000000000000 |
| 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 |
|---|---|
| ABSL Bal Bhavishya Yojna - Regular IDCW |
| Select | Fund Name |
|---|---|
| Aditya Birla Sun Life Tax Plan - (ELSS U/S 80C of IT ACT) - IDCW Reinvest-Regular Plan | |
| Aditya Birla Sun Life Tax Plan - (ELSS U/S 80C of IT ACT) - IDCW-Regular Plan | |
| Aditya Birla Sun Life Business Cycle Fund Regular IDCW Payout | |
| Aditya Birla Sun Life PSU Equity Fund Regular-IDCW |
| Select | Fund Name |
|---|---|
| Axis Arbitrage Fund - Regular Monthly IDCW Payout | |
| Axis Flexi Cap Fund Regular Plan IDCW Payout | |
| Axis Balanced Advantage Fund Regular Plan IDCW Payout |
| Select | Fund Name |
|---|---|
| Bandhan ELSS Tax saver Fund - IDCW-(Regular Plan) |
| Select | Fund Name |
|---|---|
| Canara Robeco ELSS Tax Saver - Regular - IDCWPayout |
| Select | Fund Name |
|---|---|
| DSP ELSS Tax Saver Fund - Regular Plan - IDCW | |
| DSP Tax Saver Fund - Regular Plan - IDCW Reinvest |
| Select | Fund Name |
|---|---|
| Groww ELSS Tax Saver Fund - Regular Plan - IDCW |
| Select | Fund Name |
|---|---|
| HDFC Long Term Advantage Fund - Regular Plan - IDCW | |
| HDFC Rajiv Gandhi Equity Savings Scheme - February 2013 - Series 1- Regular - Normal IDCW | |
| HDFC ELSS Tax saver - Regular Plan - IDCW |
| Select | Fund Name |
|---|---|
| HSBC ELSS Tax saver Fund - Regular IDCW Payout |
| Select | Fund Name |
|---|---|
| ICICI Prudential Balanced Advantage Fund - Monthly IDCW Payout | |
| ICICI Prudential Bluechip Fund - IDCW Payout | |
| ICICI Prudential Balanced Advantage Fund - IDCW Payout |
| Select | Fund Name |
|---|---|
| L&T Tax Advantage Fund - IDCW Payout | |
| L&T Long Term Advantage Fund I - Dividend Payout |
| Select | Fund Name |
|---|---|
| NIPPON INDIA Value Fund - IDCW PLAN - PAYOUT | |
| NIPPON INDIA Equity Hybrid Fund - QUARTERLY IDCW PLAN - PAYOUT | |
| NIPPON INDIA Equity Hybrid Fund - IDCW PLAN - PAYOUT | |
| NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME - IDCW PAYOUT | |
| NIPPON INDIA Equity Hybrid Fund - MONTHLY IDCW PLAN - PAYOUT |
| Select | Fund Name |
|---|---|
| SBI Long Term Advantage Fund - Series II - Regular - IDCW | |
| SBI Long Term Advantage Fund - Series III - Regular - IDCW | |
| SBI Tax Advantage Fund-Series- III - Regular IDCW | |
| SBI Long Term Advantage Fund - Series I - Regular - IDCW | |
| SBI Tax Advantage Fund-Series I - IDCW | |
| SBI Tax Advantage Fund-Series- II - IDCW |
| Select | Fund Name |
|---|---|
| UTI ELSS Tax Saver Fund (Formerly UTI Long Term Equity Fund (Tax Saver) -REGULAR PLAN-IDCW PAYOUT |