Aditya Birla Sun Life PSU Equity Fund - Direct - Growth
A Equity Scheme by Aditya Birla Sun Life AMC Limited
3Y Returns (CAGR)
33.17%
Expense Ratio
0.61%
as of 01/02/2026
AUM
₹3,684.38 Cr
Qtr End: Dec 25
NAV
₹41.16
as of 02/03/2026
3Y Returns (CAGR)
33.17%
Expense Ratio
0.61%
as of 01/02/2026
AUM
₹3,684.38 Cr
Qtr End: Dec 25
NAV
₹41.16
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹22.8k
Abs. Returns127.8%
CAGR31.7%
Growth of ₹10.0k
Loading Chart...
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 11.24% | 53.14% | 16.78% |
| 6M | 19.10% | 41.84% | 14.28% |
| 1Y | 31.25% | 31.25% | 15.47% |
| 3Y | 136.14% | 33.17% | 20.68% |
| 5Y | 258.85% | 29.12% | 20.00% |
Scheme Details
- Launch Date
- 09/12/2019
- Fund Age
- 6.2 years
- Minimum Investment
- ₹500
- Fund House
- Aditya Birla Sun Life Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Aditya Birla Sun Life International Equity Fund - Direct - Growth | 18.73% | 2.06% | ₹69.63 |
| DSP Banking & Financial Services Fund - Direct - Growth | - | 0.62% | ₹280.2 |
| SBI BANKING & FINANCIAL SERVICES FUND - Direct - Growth | 25.11% | 0.73% | ₹4,503.48 |
| Mirae Asset Banking and Financial Services Fund - Direct - Growth | 22.16% | 0.56% | ₹344.25 |
| ITI Banking and Financial Services Fund - Direct - Growth | 19.48% | 0.40% | ₹10.21 |
| WhiteOak Capital Pharma and Healthcare Fund - Direct - Growth | - | 0.67% | ₹79.26 |
| Tata Banking & Financial Services Fund - Direct - Growth | 21.35% | 0.52% | ₹899.75 |