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SIP/One Time Calculator
| Nav: | 38.58 |
| Min. SIP Amount: | 1000.000000000000000000000000000000 |
| 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 Credit Risk Fund - Bonus REGULAR (formerly known as Aditya Birla Sun Life Corporate Bond) | |
| Aditya Birla Sun Life Banking & PSU Debt Fund - Growth-Regular Plan (formerly known as Aditya Birla Sun Life Treasury Optimizer Plan) | |
| Aditya Birla Sun Life Regular Savings Fund - Monthly Payment-Reg- Growth (formerly known as ABSL MIP II - Wealth 25 Plan erstwhile ABSL MIP, ABSL MIP II - Savings 5 Plan & ABSL Monthly Income merged) | |
| Aditya Birla Sun Life CEF - Global Agri Plan - Growth-Regular Plan | |
| Aditya Birla Sun Life Government Securities Fund- Growth-Regular Plan (formerly known as ABSL Gilt Plus - PF Plan erstwhile ABSL Constant Maturity 10 Year Gilt Fund merged | |
| Aditya Birla Sun Life Floating Rate Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Income Fund - Growth-Regular Plan (formerly known as Aditya Birla Sun Life Income Plus) | |
| Aditya Birla Sun Life Dynamic Bond Fund (Discipline Advantage Plan) | |
| Aditya Birla Sun Life Dynamic Bond Fund-Growth-Regular Plan | |
| Aditya Birla Sun Life Medium Term Plan - Growth-Regular Plan | |
| Aditya Birla Sun Life Short Term Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Savings Fund - Growth-Regular Plan |
Aditya Birla Sun Life Mutual Fund
| Select | Fund Name |
|---|---|
| Aditya Birla Sun Life Resurgent India Fund SerieS 3 - Growth. REGULAR ( MATURITY DATE 09-SEP-2020) | |
| Aditya Birla Sun Life Government Securities Fund- Growth - Instant Gain-Regular Plan (formerly known as Aditya Birla Sun Life Gilt Plus - PF Plan) | |
| Aditya Birla Sun Life Money Manager Fund - Growth-Regular Plan (formerly known as Aditya Birla Sun Life Floating Rate Fund Short Term Plan) | |
| Aditya Birla Sun Life Banking & PSU Debt Fund - Growth-Regular Plan (formerly known as Aditya Birla Sun Life Treasury Optimizer Plan) | |
| Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Regular Growth | |
| Aditya Birla Sun Life Regular Savings Fund - Monthly Payment-Reg- Growth (formerly known as ABSL MIP II - Wealth 25 Plan erstwhile ABSL MIP, ABSL MIP II - Savings 5 Plan & ABSL Monthly Income merged) | |
| Aditya Birla Sun Life CEF - Global Agri Plan - Growth-Regular Plan | |
| Aditya Birla Sun Life Medium Term Plan - INSTL - Growth | |
| Aditya Birla Sun Life Government Securities Fund- Growth-Regular Plan (formerly known as ABSL Gilt Plus - PF Plan erstwhile ABSL Constant Maturity 10 Year Gilt Fund merged | |
| Aditya Birla Sun Life Gold Fund Growth-Regular Plan | |
| Aditya Birla Sun Life Floating Rate Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Dynamic Bond Fund (Discipline Advantage Plan) | |
| Aditya Birla Sun Life Dynamic Bond Fund-Growth-Regular Plan | |
| Aditya Birla Sun Life Medium Term Plan - Growth-Regular Plan | |
| Aditya Birla Sun Life Short Term Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Savings Fund - Growth-Regular Plan | |
| Aditya Birla Sun Life Fixed Term Plan - Series RV (1224 days) -Regular Growth | |
| ABSL Bal Bhavishya Yojna Savings Plan Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RT (1223 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RU (1225 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series OX (1234 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series OV (1111 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series OW (1245 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series OQ (1113 days) -Growth.REGULAR | |
| Aditya Birla Sun Life Fixed Term Plan - Series RJ (117 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RN (1240 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RS (1232 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QJ (1098 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RR (1240 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RI (1100 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QM (1100 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QL (1099 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QK (1099 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QN (1100 days) -Regular Dividend | |
| Aditya Birla Sun Life Fixed Term Plan - Series RG (1283 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QR (1126 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QO (1100 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QO (1100 days) -Regular Dividend | |
| Aditya Birla Sun Life Fixed Term Plan - Series QO (1100 days) -Regular Quarterly Dividend | |
| Aditya Birla Sun Life Fixed Term Plan - Series RO (1241 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QT (1100 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QU (1100 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QQ (1100 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QX (1103 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RE (1100 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RQ (1103 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RH (1281 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QZ (1100 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RC (1295 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RD (1293 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RA (1100 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RK (1255 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RL (1254 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series RF (1290 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series OZ (1187 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PE (1159 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PK (1132 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QD (91 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PW (1100 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PJ (1135 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PY (1409 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QC (1116 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QB (1113 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QG (1100 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QE (1101 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QF (1385 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PO (1140 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PR (1134 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PB (1190 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PC (1169 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PM (1141 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PN (1135 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PL (91 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PX (1100 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PF (1148 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series OY (1218 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PA (1177 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PG (1148 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PH (1143 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PI (1140 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series PZ (1120 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QA (181 days) -Regular Growth | |
| Aditya Birla Sun Life Retirement Fund - 50Plus Debt Plan Regular Growth | |
| Aditya Birla Sun Life Retirement Fund - 50s Plan Regular Growth | |
| Aditya Birla Sun Life Global Emerging Opportunities Fund-Regular Plan-Growth (Formerly known as ABSL Global Commodities Fund) | |
| Aditya Birla Sun Life Fixed Term Plan - Series QN (1100 days) -Regular Growth | |
| Aditya Birla Sun Life Fixed Term Plan - Series QN (1100 days) -Regular Quarterly Dividend |
Bandhan Mutual Fund
| Select | Fund Name |
|---|---|
| Bandhan Corporate Bond Fund Regular Plan-Growth | |
| Bandhan Asset Allocation Fund of Funds-Conservative Plan-Growth-(Regular Plan) | |
| Bandhan Government Securities Fund-Constant Maturity Plan-Growth-(Regular) | |
| Bandhan Conservative Hybrid Fund Growth-(Regular Plan) (erstwhile Bandhan Regular Savings Fund-Growth-(Regular Plan) | |
| Bandhan Asset Allocation Fund of Funds-Aggressive Plan-Growth-(Regular Plan) | |
| Bandhan Income Plus Arbitrage Fund of Funds -Growth-(Regular Plan) | |
| Bandhan Dynamic Bond Fund-Growth-(Regular Plan) | |
| Bandhan Government Securities Fund-Investment Plan-Growth-(Regular Plan) | |
| Bandhan Bond Fund-Short Term Plan-Growth-(Regular Plan) | |
| Bandhan Bond Fund - Income Plan-Growth-(Regular Plan) | |
| Bandhan Banking & PSU Debt Fund-Regular Plan-Growth | |
| Bandhan Asset Allocation Fund of Funds-Moderate Plan-Growth-(Regular Plan) | |
| Bandhan Bond Fund - Medium Term Plan Plan-Growth-(Regular Plan) | |
| Bandhan Credit Risk Fund-Regular Plan -Growth | |
| Bandhan CRISIL IBX Gilt June 2027 Index Fund Regular Plan-Growth | |
| Bandhan CRISIL IBX Gilt April 2028 Index Fund Regular Plan-Growth | |
| Bandhan Long Duration Fund Regular Plan-Growth |
ICICI Prudential Mutual Fund
| Select | Fund Name |
|---|---|
| ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund Growth | |
| ICICI Prudential Passive Multi-Asset Fund of Funds Growth | |
| ICICI Prudential Nifty SDL Sep 2027 Index Fund - Growth | |
| ICICI Prudential Nifty G-Sec Dec 2030 Index Fund - Growth | |
| ICICI Prudential Nifty SDL Sep 2026 Index Fund - Growth |
Invesco Mutual Fund
| Select | Fund Name |
|---|---|
| Invesco India FMP Sr. 33 Plan D (1273 Days) - Regular Sub Plan Growth | |
| Invesco India Medium Duration Fund Regular Plan Growth |
Mahindra Manulife Mutual Fund
| Select | Fund Name |
|---|---|
| Mahindra Manulife Multi Asset Allocation Fund - Regular - Growth | |
| Mahindra Manulife Manufacturing Fund - Regular - Growth |
Nippon India Mutual Fund
| Select | Fund Name |
|---|---|
| NIPPON INDIA MONTHLY INTERVAL FUND - SERIES I - GROWTH |
PPFAS Mutual Fund
| Select | Fund Name |
|---|---|
| Parag Parikh Arbitrage Fund - Regular Plan Growth |
Union Asset Management Company Private Limited
| Select | Fund Name |
|---|---|
| Union Gilt Fund - Regular Growth | |
| Union Gold ETF Fund Of Fund - Regular Growth |
FAQ's
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