Aditya Birla Sun Life PSU Equity Fund - Direct Plan has delivered 231.72% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #1 in its category based on 5-year returns.
The largest portfolio holding is STATE BANK OF INDIA with a portfolio weight of 17.55% .
The fund currently owns more than 35 stocks.
The top 10 holdings account for 63.19% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 13.63% | -0.11% |
| 2 Year Return | 65.25% | 12.90% |
| 3 Year Return | 141.96% | 41.33% |
| 4 Year Return | 382.71% | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.56% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
17.55%
|
|
| 2 | Utilities |
7.65%
|
|
| 3 | Utilities |
6.71%
|
|
| 4 | Industrials |
6.32%
|
|
| 5 | Utilities |
5.12%
|
|
| 6 | Information Technology |
4.63%
|
|
| 7 | Financials |
4.32%
|
|
| 8 | Financials |
3.93%
|
|
| 9 | Energy |
3.51%
|
|
| 10 | Financials |
3.44%
|
|
| 11 | Materials |
3.39%
|
|
| 12 | Energy |
3.19%
|
AMC: BirlaSunLife
Category: Equity • Sectoral/Thematic
Launch Date: 09 Dec 2019
Fund Manager: Mr. Dhaval Gala
Minimum Purchase: ₹500
Exit Load: For redemption/switchout of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life PSU Equity Fund - Direct Plan is managed by BirlaSunLife and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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