- Home
- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Psu Equity Fund Regular-growth
Fund Overview of Aditya Birla Sun Life Psu Equity Fund Regular-growth
-
₹5,956.3 CrAUM
-
₹36.54NAV
-
1.89%Expense Ratio
-
EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Aditya Birla Sun Life Psu Equity Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 4.73% | NA | -2.98% |
| 6 Months | 8.65% | NA | 9.91% |
| 1 Year | 10.79% | 10.79% | -10.94% |
| 2 Years | 2.74% | 1.36% | 29.93% |
| 3 Years | 100.18% | 26.03% | 32.29% |
| 5 Years | 182.88% | 23.12% | 29.74% |
Compare Aditya Birla Sun Life Psu Equity Fund Regular-growth with other mutual funds in the same category
Aditya Birla Sun Life Psu Equity Fund Regular-growth
Cpse Etf-growth
Aditya Birla Sun Life Psu Equity Fund Direct-growth
Asset Allocation
equities
98.99%other assets or cash equivalents
1.01%Aditya Birla Sun Life Psu Equity Fund Regular-growth is one Equity mutual fund offered by Aditya Birla Sun Life Mutual Fund. Launched on 30 Dec 2019, the fund aims Long term capital appreciation. Invests in stocks of Public Sector Undertakings. It manages assets worth ₹5,956.3 crore as on Sun May 31, 2026. The expense ratio stands at 1.89%. Fund Manager Manager Education Fund Manager Manager EducationAbout Aditya Birla Sun Life Psu Equity Fund Regular-growth
The portfolio allocation consists of 98.99% in equities, 1.01% in other assets or cash equivalents.Managed by Dhaval Gala, it has delivered a return of 10.79% in the last year, a total return since inception of 22.18%.
For those looking to make well-planned financial choices it helps to also explore best sip plans that align with financial planning needs.
Key Metrics of Aditya Birla Sun Life Psu Equity Fund Regular-growth
-
Standard Deviation23.60%
-
Sharpe Ratio0.88%
-
Alpha-1.84%
-
Beta0.96%
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Cpse Etf-growth  |
₹20,959 | -7.29% | -4.05% | 5.12% | 30.99% | 30.15% |
Aditya Birla Sun Life Psu Equity Fund Direct-growth  |
₹5,956 | 0.70% | 5.02% | 12.14% | 27.67% | 24.86% |
| Aditya Birla Sun Life Psu Equity Fund Direct-idcw |
₹5,956 | 0.70% | 5.02% | 12.14% | 27.67% | 24.86% |
| SBI Psu Direct Plan-growth |
₹6,594 | 0.24% | 2.15% | 11.14% | 29.66% | 24.60% |
| SBI Psu Direct Plan-idcw |
₹6,594 | 0.24% | 2.15% | 11.14% | 29.66% | 24.60% |
| Invesco India Psu Equity Fund Direct-growth |
₹1,473 | 1.75% | 3.39% | 4.87% | 26.05% | 23.69% |
| Invesco India Psu Equity Fund Direct-idcw |
₹1,473 | 1.75% | 3.39% | 4.87% | 26.05% | 23.69% |
| SBI Psu Fund-growth |
₹6,594 | 0.16% | 1.90% | 10.02% | 28.28% | 23.27% |
| SBI Psu Fund-idcw |
₹6,594 | 0.16% | 1.90% | 10.02% | 28.28% | 23.27% |
| Aditya Birla Sun Life Psu Equity Fund Regular-growth |
₹5,956 | 0.61% | 4.73% | 10.79% | 26.03% | 23.12% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Aditya Birla Sun Life Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Psu Equity Fund Direct-growth
|
₹5,956 | 0.70% | 5.02% | 9.29% | 12.14% | 27.67% |
|
Aditya Birla Sun Life Psu Equity Fund Regular-idcw
|
₹5,956 | 0.61% | 4.73% | 8.65% | 10.79% | 26.03% |
|
Aditya Birla Sun Life Psu Equity Fund Direct-idcw
|
₹5,956 | 0.70% | 5.02% | 9.29% | 12.14% | 27.67% |
|
Aditya Birla Sun Life Nifty Pse Etf-growth
|
₹21 | -3.52% | 1.17% | 7.50% | 3.81% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Cpse Etf-growth |
₹20,959 | ₹98.31 | 30.99% | 30.15% | 16.97% |
| SBI Psu Fund-growth |
₹6,594 | ₹35.14 | 28.28% | 23.27% | 14.98% |
| SBI Psu Direct Plan-growth |
₹6,594 | ₹39.04 | 29.66% | 24.60% | 16.00% |
| SBI Psu Fund-idcw |
₹6,594 | ₹35.13 | 28.28% | 23.27% | 14.98% |
| SBI Psu Direct Plan-idcw |
₹6,594 | ₹38.99 | 29.66% | 24.60% | 16.00% |
| Aditya Birla Sun Life Psu Equity Fund Regular-growth |
₹5,956 | ₹36.54 | 26.03% | 23.12% | - |
| Aditya Birla Sun Life Psu Equity Fund Direct-growth |
₹5,956 | ₹40.36 | 27.67% | 24.86% | - |
| Aditya Birla Sun Life Psu Equity Fund Regular-idcw |
₹5,956 | ₹26.20 | 26.03% | 23.12% | - |
| Aditya Birla Sun Life Psu Equity Fund Direct-idcw |
₹5,956 | ₹30.66 | 27.67% | 24.86% | - |
| ICICI Prudential Psu Equity Fund-growth |
₹1,902 | ₹22.01 | 24.51% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| State Bank Of India | Financial | 16.56% | ₹986.07 Cr |
| Ntpc Ltd | Energy & Utilities | 8.57% | ₹510.44 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 6.89% | ₹410.57 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 6.50% | ₹387.42 Cr |
| Bharat Electronics Ltd | Industrials | 4.93% | ₹293.41 Cr |
| Gail (india) Ltd | Energy & Utilities | 4.66% | ₹277.80 Cr |
| Bank Of Maharashtra | Financial | 4.42% | ₹263.13 Cr |
| Nmdc Ltd | Materials | 3.52% | ₹209.77 Cr |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 3.51% | ₹208.96 Cr |
| Pnb Housing Finance Ltd | Financial | 3.39% | ₹201.68 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 3.29% | ₹196.07 Cr |
| Bank Of India | Financial | 3.15% | ₹187.44 Cr |
| Union Bank Of India | Financial | 2.94% | ₹175.11 Cr |
| Coal India Ltd | Materials | 2.83% | ₹168.62 Cr |
| Bank Of Baroda | Financial | 2.65% | ₹157.75 Cr |
| Hindustan Aeronautics Ltd | Industrials | 2.41% | ₹143.59 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 2.24% | ₹133.52 Cr |
| Sbi Life Insurance Company Ltd | Financial | 1.87% | ₹111.16 Cr |
| Indian Oil Corporation Ltd | Energy & Utilities | 1.80% | ₹107.44 Cr |
| Oil India Ltd | Energy & Utilities | 1.54% | ₹92.01 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Cpse Etf-growth |
₹98.31 | 30.99% | 30.15% | - |
| Aditya Birla Sun Life Psu Equity Fund Direct-growth |
₹40.36 | 27.67% | 24.86% | - |
| Aditya Birla Sun Life Psu Equity Fund Direct-idcw |
₹30.66 | 27.67% | 24.86% | - |
| SBI Psu Direct Plan-growth |
₹39.04 | 29.66% | 24.60% | - |
| SBI Psu Direct Plan-idcw |
₹38.99 | 29.66% | 24.60% | - |
| Invesco India Psu Equity Fund Direct-growth |
₹79.65 | 26.05% | 23.69% | - |
| Invesco India Psu Equity Fund Direct-idcw |
₹50.49 | 26.05% | 23.69% | - |
| SBI Psu Fund-growth |
₹35.14 | 28.28% | 23.27% | - |
| SBI Psu Fund-idcw |
₹35.13 | 28.28% | 23.27% | - |
| Aditya Birla Sun Life Psu Equity Fund Regular-growth |
₹36.54 | 26.03% | 23.12% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Aditya Birla Sun Life Psu Equity Fund Regular-growth
What is the current AUM of Aditya Birla Sun Life Psu Equity Fund Regular-growth?
As of Sun May 31, 2026, Aditya Birla Sun Life Psu Equity Fund Regular-growth manages assets worth ₹5,956.3 crore
How has Aditya Birla Sun Life Psu Equity Fund Regular-growth performed recently?
- 3 Months: 4.73%
- 6 Months: 8.65%
What is the long-term performance of Aditya Birla Sun Life Psu Equity Fund Regular-growth?
- 3 Years CAGR: 26.03%
- 5 Years CAGR: 23.12%
- Since Inception: 22.18%
What is the portfolio composition of Aditya Birla Sun Life Psu Equity Fund Regular-growth?
Equity: 98.99%, Others: 1.01%.
Who manages Aditya Birla Sun Life Psu Equity Fund Regular-growth?
Aditya Birla Sun Life Psu Equity Fund Regular-growth is managed by Dhaval Gala from Aditya Birla Sun Life Mutual Fund.
What is the market-cap allocation of Aditya Birla Sun Life Psu Equity Fund Regular-growth?
Large Cap: 67.28%, Mid Cap: 25.35%, Small Cap: 7.38%.
Which are the top companies Aditya Birla Sun Life Psu Equity Fund Regular-growth has invested in?
- State Bank of India – 16.56% of the fund's portfolio
- NTPC Ltd – 8.57% of the fund's portfolio
- Power Grid Corporation of India Ltd – 6.89% of the fund's portfolio
- Bharat Heavy Electricals Ltd – 6.50% of the fund's portfolio
- Bharat Electronics Ltd – 4.93% of the fund's portfolio
Which are the major sectors Aditya Birla Sun Life Psu Equity Fund Regular-growth focuses on?
- Financial – 34.96% of the fund's portfolio
- Energy & Utilities – 32.52% of the fund's portfolio
- Industrials – 13.84% of the fund's portfolio
- Materials – 6.35% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
