Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth
equity
thematic-psu
AUM : ₹ 4115.15 Cr
Investment Returns Calculator
₹
₹
Estimated Growth
Total Investment:
₹ NA
Estimated Returns:
₹ NA
Future Value
₹ NA
Returns
| Tenure | Fund Return | Category Average | Rank Within Category |
|---|---|---|---|
| 1 Year | 93.13% | 77.61% | 2/20 |
| 3 Years | 43.18% | 44.58% | 1/20 |
| 5 Years | 0.00% | 26.37% | NA |
| 10 Years | 0.00% | 18.71% | NA |
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Fund Managment
Fund Managment
Mutual funds are handled by professional fund managers, who strategise, analyse, and plan investment activities, to determine ideal securities to invest in as per an individual’s investment objectives.
About this Fund
Riskometer
A riskometer can calculate the risk rate of a mutual funds investment. It is presented in a graph to help understand the risk that comes with a potential investment.
Additional Details
Fund Category: equity
Sub Category: thematic-psu
Benchmark Index: S&P BSE PSU TRI
Performance Ratios
(Mean)
It is a statistical value that illustrates the average returns generated by a fund over specified duration.
(Alpha)
This determines if a fund can offer returns beyond, under, or similar to market benchmarks.
(Beta)
This measures how efficiently a fund can respond to market volatilities and fluctuations.
(Std. Deviation)
This decides how far returns can deviate from expected returns, and its risk ratio.
(Sharpe)
This estimates a fund’s risk-adjusted returns and the gains it can derive over risk-free returns.
(Sortino)
This measures a fund’s performance, regarding downward deviation, which is standard deviation of negative returns.
(Portfolio)
This is the frequency of assets changing annually, due to market conditions and fund management.
What is Performance Ratios?
The performance ratio helps you analyse and compare various mutual funds schemes. Through this ratio, you can understand which AMC or investment can offer you inflation-beating gains, risk adjustment, ideal asset allocation, etc. Performance ratios are calculated through the means of alpha, beta, standard deviation, sharpe ratio, sortino ratio, and portfolio turnover.
Frequently Asked Questions About Mutual Funds
What category of mutual funds does the Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth fall under?
The Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth is a thematic-psu.
Who is this fund suitable for?
What is the CRISIL ranking for this fund?
What is the benchmark for Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth?
What is the risk rating of this fund?
What is the current tax rate for long term capital gains of this fund if you withdraw after one year?
What is the current tax rate for short term capital gains of the Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth if you withdraw before the completion of a year?
Minimum investment Amount
Min. SIP Amount
₹100
Min. Lumpsum Amount
₹500
Min. Additional Amount
₹500
Expense Ratio/Exit Load/Taxation
Expense Ratio
Expense Ratio
This ratio refers to the fee charged by the AMC for managing your mutual fund.
0.76 %
Exit Load
Exit load of 1% if redeemed within 30 days.
Taxation
Taxation
STCG Taxation: 15% + surcharge at 10% or 15% with 4% health and education cess Individual: 17.94%; HUF: 17.16% LTCG Taxation: 10% without indexation or benefit for foreign currency conversion Surcharge: 10% or 14% with 4% health and education cess Individual: 11.96% ; HUF: 11.44%
Equity STCG: 15%Up to 12 months
Equity LTCG: 10%More than 12 months
Investment Objective
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth
The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs).
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