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SIP/One Time Calculator
| Nav: | 867.69 |
| 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
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Website
Pros and cons
Category: Equity Sectoral / Thematic
Pros
Cons
Lower expense ratio: 0.44%
Consistently top ranked fund
Consistently lower annualised returns than category average for the past 1Y and 3Y
Simillar funds
Aditya Birla Sun Life Mutual Fund
| Select | Fund Name |
|---|---|
| Aditya Birla Sun Life Focused Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Nifty 50 Index Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Frontline Equity Fund -Growth-Regular Plan | |
| Aditya Birla Sun Life Manufacturing Equity Fund-REGULAR Growth | |
| Aditya Birla Sun Life Dividend Yield Fund - Growth-Regular Plan (formerly known as Aditya Birla Sun Life Dividend Yield Plus) | |
| Aditya Birla Sun Life Equity Savings Fund - Gr. REGULAR | |
| Aditya Birla Sun Life Arbitrage Fund - Growth-Regular Plan (formerly known as Aditya Birla Sun Life Enhanced Arbitrage Fund) | |
| Aditya Birla Sun Life Balanced Advantage Fund - Growth | |
| Aditya Birla Sun Life Infrastructure Fund -PLAN - Growth-Regular Plan | |
| Aditya Birla Sun Life India GenNext Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Midcap Fund -PLAN - Growth-Regular Plan | |
| Aditya Birla Sun Life MNC Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Pure Value Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Flexi Cap Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Banking And Financial Services Fund - Gr. REGULAR | |
| Aditya Birla Sun Life Digital India Fund - Growth-Regular Plan (formerly known as ABSL New Millennium Fund) | |
| Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular Growth | |
| Aditya Birla Sun Life PSU Equity Fund Regular-Growth | |
| Aditya Birla Sun Life Pharma & Healthcare Fund Regular Growth | |
| Aditya Birla Sun Life Multi Asset Allocation Fund-Reg Gro |
360 ONE Mutual Fund (Formerly known as IIFL Mutual
| Select | Fund Name |
|---|---|
| 360 ONE Focused Equity Fund Regular Plan Growth (erstwhile IIFL Focused Equity Fund - Regular Plan - Growth) | |
| 360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan Growth (erstwhile IIFL ELSS NIFTY 50 TAX SAVER INDEX Fund - Regular Plan - Growth) |
Aditya Birla Sun Life Mutual Fund
| Select | Fund Name |
|---|---|
| Aditya Birla Sun Life Focused Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life International Equity-Plan-B-Growth-Regular Plan | |
| Aditya Birla Sun Life Arbitrage Fund - INSTL - Growth (formerly known as Aditya Birla Sun Life Enhanced Arbitrage Fund) | |
| Aditya Birla Sun Life Manufacturing Equity Fund-REGULAR Growth | |
| Aditya Birla Sun Life Dividend Yield Fund - Growth-Regular Plan (formerly known as Aditya Birla Sun Life Dividend Yield Plus) | |
| Aditya Birla Sun Life Equity Savings Fund - Gr. REGULAR | |
| Aditya Birla Sun Life Arbitrage Fund - Growth-Regular Plan (formerly known as Aditya Birla Sun Life Enhanced Arbitrage Fund) | |
| Aditya Birla Sun Life Infrastructure Fund -PLAN - Growth-Regular Plan | |
| Aditya Birla Sun Life India GenNext Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Midcap Fund -PLAN - Growth-Regular Plan | |
| Aditya Birla Sun Life MNC Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Pure Value Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Banking And Financial Services Fund - Gr. REGULAR | |
| Aditya Birla Sun Life Digital India Fund - Growth-Regular Plan (formerly known as ABSL New Millennium Fund) | |
| ABSL Bal Bhavishya Yojna - Regular Growth | |
| Aditya Birla Sun Life Resurgent India Fund Series 5 - Regular Growth | |
| Aditya Birla Sun Life Resurgent India Fund Series 4 - Growth REGULAR | |
| Aditya Birla Sun Life Resurgent India Fund Series 7 - Growth. REGULAR | |
| Aditya Birla Sun Life Resurgent India Fund Series 6 - Growth. REGULAR | |
| Aditya Birla Sun Life Pharma & Healthcare Fund Regular Growth | |
| Aditya Birla Sun Life Retirement Fund - 40s Plan Regular Growth | |
| Aditya Birla Sun Life Retirement Fund - 30s Plan Regular Growth |
Bandhan Mutual Fund
| Select | Fund Name |
|---|---|
| Bandhan Flexi Cap Fund-Growth-(Regular Plan) | |
| Bandhan Nifty 50 Index Fund-Growth-(Regular Plan) ("Formerly Known as Bandhan Nifty Fund-Growth-(Regular Plan)") | |
| Bandhan Equity Savings Fund-Growth-(Regular Plan) | |
| Bandhan Large Cap Fund-Growth-(Regular Plan) | |
| Bandhan Infrastructure Fund-Growth-(Regular Plan) | |
| Bandhan Sterling Value Fund-Growth-(Regular Plan) | |
| Bandhan Core Equity Fund-Growth-(Regular Plan) | |
| Bandhan Balanced Advantage Fund Regular Plan-Growth (Formerly known as Bandhan Dynamic Equity Fund) | |
| Bandhan Aggressive Hybrid Fund Regular Plan-Growth | |
| Bandhan Midcap Fund Regular Plan-Growth | |
| Bandhan Nifty200 Momentum 30 Index Fund Regular Plan-Growth | |
| Bandhan Nifty Alpha 50 Index Fund Regular Plan-Growth | |
| Bandhan Innovation Fund Regular Plan-Growth | |
| Bandhan BSE Healthcare Index Fund Regular Plan-Growth |
ICICI Prudential Mutual Fund
| Select | Fund Name |
|---|---|
| ICICI Prudential Value Discovery Fund - Regular plan -Growth | |
| ICICI Prudential FMCG ETF | |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Growth | |
| ICICI Prudential Healthcare ETF | |
| ICICI Prudential NASDAQ 100 Index Fund - Growth | |
| ICICI Prudential Nifty 200 Momentum 30 ETF | |
| ICICI Prudential Nifty Financial Services Ex-Bank ETF | |
| ICICI Prudential Nifty Pharma Index Fund - Growth | |
| ICICI Prudential Nifty 200 Quality 30 ETF |
Invesco Mutual Fund
| Select | Fund Name |
|---|---|
| Invesco India Large & Mid cap Fund - Growth |
Mahindra Manulife Mutual Fund
| Select | Fund Name |
|---|---|
| Mahindra Manulife Balanced Advantage Fund - Regular - Growth | |
| Mahindra Manulife Small Cap Fund - Regular - Growth | |
| Mahindra Manulife Value Fund - Regular - Growth |
Union Asset Management Company Private Limited
| Select | Fund Name |
|---|---|
| Union Arbitrage Fund Regular Plan - Growth | |
| Union Midcap Fund - Regular Plan - Growth | |
| Union Large & Midcap Fund Regular Plan - Growth | |
| Union Retirement Fund - Regular Growth | |
| Union Multicap Fund - Regular Plan - Growth | |
| Union Children's Fund - Regular Growth | |
| Union Business Cycle Fund - Regular Growth |
FAQ's
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