SIP/One Time Calculator
| Nav: | 26.97 |
| Min. SIP Amount: | 1000.00 |
| 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
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|---|---|
| Principal Ultra Short Term Fund - Regular Plan Growth |
Sundaram Mutual Fund
| Select | Fund Name |
|---|---|
| SUNDARAM SHORT TERM DEBT FUND REGULAR GROWTH GROWTH | |
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Tata Mutual Fund
| Select | Fund Name |
|---|---|
| TATA Fixed Maturity Plan Series 46 Scheme G - Plan A - Growth | |
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| Tata Fixed Income Portfolio Fund Scheme B2 Plan A - Growth | |
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| TATA Fixed Maturity Plan Series 49 Scheme A - Plan A - Growth | |
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| TATA Fixed Maturity Plan Series 47 Scheme K - Plan A - Growth | |
| TATA Fixed Maturity Plan Series 49 Scheme C - Plan A - Growth | |
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| TATA Fixed Maturity Plan Series 49 Scheme B - Plan A - Growth | |
| TATA Fixed Maturity Plan Series 47 Scheme G - Plan A - Growth | |
| TATA Fixed Maturity Plan Series 48 Scheme F - Plan A - Growth | |
| TATA Fixed Maturity Plan Series 53 Scheme A - Regular Plan - Growth | |
| Tata Banking & PSU Debt Fund Regular Plan Growth | |
| Tata Ultra Short Term Fund - Regular Plan - Growth | |
| Tata Treasury Advantage Fund Regular Plan - Growth | |
| Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund - Regular Plan - Growth | |
| Tata Crisil-IBX Gilt Index - April 2026 Index Fund - Regular Plan - Growth | |
| Tata Nifty G-Sec Dec 2026 Index Fund - Regular Plan - Growth |
Taurus Mutual Fund
| Select | Fund Name |
|---|---|
| TAURUS DYNAMIC INCOME FUND Regular Plan Growth | |
| Taurus Liquid Fund-Super Inst(G) | |
| TAURUS SHORT TERM INCOME FUND Regular Plan Growth | |
| TAURUS ULTRA SHORT TERM BOND FUND - Regular Plan SUPER INSTITUTIONAL GROWTH |
UTI Mutual Fund
| Select | Fund Name |
|---|---|
| UTI-ULTRA SHORT TERM FUND-REGULAR PLAN-GROWTH | |
| UTI- GILT FUND-REGULAR PLAN-GROWTH | |
| UTI BANKING & PSU DEBT FUND-REGULAR PLAN-GROWTH | |
| UTI- CREDIT RISK FUND-REGULAR PLAN-GROWTH | |
| UTI- REGULAR SAVINGS FUND-REGULAR PLAN-GROWTH | |
| UTI Fixed Term Income Fund Series XXX - XV (1223 Days) - Growth Plan | |
| UTI Fixed Term Income Fund Series XXXI - XI (1169 Days) - Growth Plan - Growth | |
| UTI Fixed Term Income Fund Series XXXI - VI (1167 Days) - Growth Plan - Growth | |
| UTI Fixed Term Income Fund Series XXXII - I (1126 days) - Growth Plan - Growth | |
| UTI Fixed Term Income Fund Series XXXI - X (1168 Days) - Growth Plan - Growth |
Union Mutual Fund
| Select | Fund Name |
|---|---|
| Union Dynamic Bond Fund - Growth | |
| Union Asset Allocation Fund Growth | |
| Union Corporate Bond Fund Regular Plan - Growth |
FAQ's
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