Aditya Birla Sun Life PSU Equity Fund Regular-Growth
Equity, Thematic-PSU, Principal at very high risk
1 Year Return 8.49% at 08 Jun 2026 12:15 PM
Aditya Birla Sun Life PSU Equity Fund Regular-Growth: Mutual Fund Overview
Aditya Birla Sun Life PSU Equity Fund Regular-Growth is an Thematic-PSU mutual fund with over 6.44 years of performance history. The scheme manages an AUM of ₹6043.99 Cr and has a NAV of ₹35.77. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 8.49%.
Fund Details
NAV 35.77
Sub-Type Thematic-PSU
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 6.44
Fund Size(in Crores) 6043.99
Fund Performance
1 Month -3.5%
3 Month -2.74%
6 Month 5.26%
1 Year 8.49%
3 Year 26.07%
5 Year 22.5%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.28%) Market Cap Large Cap 72.9 Mid Cap 17.63 Small Cap 9.75 Top Sectors Financial 36.2 Energy 35.93 Capital Goods 13.54 Metals & Mining 5.95 Insurance 3.21 Materials 2.93 Others 0.91 Services 0.91 Unclassified 0.7 Top Holding Bank of Baroda 3.38 Bank of India 3.1 Bank of Maharashtra 4.3 BEML 0.63 Bharat Electronics 5.1 Bharat Heavy Electricals 5.42 Bharat Petroleum Corporation 3.27 Canara Robeco Asset Management Company 0.7 Coal India 2.93 Container Corporation Of India 0.49 GAIL (India) 4.56 Gujarat Gas 0.39 Hindustan Aero 2.39 Hindustan Petroleum Corporation 2.1 Indian Oil Corporation 1.8 Indian Railway Catering & Tourism 0.42 Indraprastha Gas 0.86 LIC Housing Fin. 0.59 Life Insurance 1.38 Mahanagar Gas 1.33 National Aluminium Company 1.16 NMDC 3.56 NTPC 8.71 Oil India 1.57 ONGC 3.9 Others 0.91 PNB Housing Finance 3.39 Power Fin. Corp. 1.07 Power Grid Corporation Of India 7.44 Punjab National Bank 0.59 REC 0.19 SBI Life Insurance Company 1.83 State Bank of India 18.3 Steel Authority Of India 1.22 Union Bank of India 1.28
Debt & Others (-0.28%) Sector Allocation Net Payables -1.12 Cash 0 Reverse Repo 0.83 Debt Credit Ratings Debt Category Others -0.28
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life PSU Equity Fund Regular-Growth Ret 1M -3.5% Ret 1Y 8.49% Ret 3Y 26.07% Ret 5Y 22.5%
Equity, Flexi Cap funds Aditya Birla Sun Life PSU Equity Fund Regular-IDCW Ret 1M -3.5% Ret 1Y 8.49% Ret 3Y 26.07% Ret 5Y 22.5%
Equity, Flexi Cap funds Groww Nifty India Railways PSU Index Fund Regular-Growth Ret 1M -10.9% Ret 1Y -26.44% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww Nifty India Railways PSU Index Fund Regular-IDCW Payout Ret 1M -10.9% Ret 1Y -26.44% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww Nifty India Railways PSU Index Fund Regular-IDCW Reinvestment Ret 1M -10.9% Ret 1Y -26.44% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww Nifty PSE ETF FOF Regular-Growth Ret 1M -5.5% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww Nifty PSE ETF FOF Regular-IDCW Payout Ret 1M -5.5% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww Nifty PSE ETF FOF Regular-IDCW Reinvestment Ret 1M -5.5% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds ICICI Prudential PSU Equity Fund-Growth Ret 1M -3.76% Ret 1Y 5.74% Ret 3Y 24.77% Ret 5Y 0%
Equity, Flexi Cap funds ICICI Prudential PSU Equity Fund-IDCW Ret 1M -3.76% Ret 1Y 5.74% Ret 3Y 24.77% Ret 5Y 0%
Equity, Flexi Cap funds ICICI Prudential PSU Equity Fund-IDCW Payout Ret 1M -3.76% Ret 1Y 5.74% Ret 3Y 24.77% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.83%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Dhaval Gala
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).
Dhaval Joshi
Education Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 3
Date of Incorporation 2019-12-30
Total AUM 423182.21
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Aditya Birla Sun Life PSU Equity Fund Regular-Growth FAQs
How to invest in Aditya Birla Sun Life PSU Equity Fund Regular-Growth?
Investing in Aditya Birla Sun Life PSU Equity Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Aditya Birla Sun Life PSU Equity Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Aditya Birla Sun Life PSU Equity Fund Regular-Growth?
The term expense ratio for Aditya Birla Sun Life PSU Equity Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Aditya Birla Sun Life PSU Equity Fund Regular-Growth is 1.83% as of 08 Jun 2026.
What is the NAV of Aditya Birla Sun Life PSU Equity Fund Regular-Growth?
The NAV of Aditya Birla Sun Life PSU Equity Fund Regular-Growth is ₹35.77 as of 08 Jun 2026.
What is the AUM of Aditya Birla Sun Life PSU Equity Fund Regular-Growth?
The AUM (Assets Under Management) of Aditya Birla Sun Life PSU Equity Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Aditya Birla Sun Life PSU Equity Fund Regular-Growth is ₹6043.99 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Aditya Birla Sun Life PSU Equity Fund Regular-Growth?
The PE ratio of Aditya Birla Sun Life PSU Equity Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Aditya Birla Sun Life PSU Equity Fund Regular-Growth?
Yes, you can invest in Aditya Birla Sun Life PSU Equity Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Aditya Birla Sun Life PSU Equity Fund Regular-Growth in the last 5 years?
The return of Aditya Birla Sun Life PSU Equity Fund Regular-Growth in the last 5 years is 22.5%.
What is the minimum SIP investment required in Aditya Birla Sun Life PSU Equity Fund Regular-Growth?
The minimum SIP investment in Aditya Birla Sun Life PSU Equity Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Aditya Birla Sun Life PSU Equity Fund Regular-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Aditya Birla Sun Life PSU Equity Fund Regular-Growth?
The NAV of Aditya Birla Sun Life PSU Equity Fund Regular-Growth, as of 08 Jun 2026, is ₹35.77.
Who manages the Aditya Birla Sun Life PSU Equity Fund Regular-Growth?
The fund managers responsible for Aditya Birla Sun Life PSU Equity Fund Regular-Growth are:
- Dhaval Gala
- Dhaval Joshi