Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Dividend Payout

Fund Returns

NAV Rs. 10.47 -2.15 %
(as on Jan. 15, 2021)
1 yr Return 5.73 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 10.47 -2.15 %
(as on Jan. 15, 2021)
5.73 % N/A N/A

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Dec. 30, 2019
Fund Size Rs. 346.27 cr.
Category Equity | Thematic - PSU
Fund Manager Mahesh Patil
AMC Aditya Birla Sun Life AMC Limited
Fund Benchmark S&P BSE PSU
Risk Profile Moderately Aggressive
Risk Rating 7 / 10

Investment Information

Min. Investment Rs. 500.00
Min. Investment SIP Rs. 500.00
Expense Ratio 2.49 %
Exit load 1% on or before 30D, Nil after 30D

Investment Objective

The investment objective of the scheme is to provide long term capital appreciation by investing in equity and equity related instruments of public sector undertakings (psus). The scheme does not guarantee/indicate any returns. There can be no assurance that the schemes objectives will be achieved

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 7.0 38.24 28.76 5.73 - -
Rank Within Category None None None None None None

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/

Scheme Details

Launch Date Dec. 30, 2019 Fund Size Rs. 346.27 cr.
Category Equity | Thematic - PSU Fund Manager Mahesh Patil
AMC Aditya Birla Sun Life AMC Limited Fund Benchmark S&P BSE PSU
Risk Profile Moderately Aggressive Risk Rating 7 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 500.00 Rs. 500.00 2.49 % 1% on or before 30D, Nil after 30D

Investment Objective

The investment objective of the scheme is to provide long term capital appreciation by investing in equity and equity related instruments of public sector undertakings (psus). The scheme does not guarantee/indicate any returns. There can be no assurance that the schemes objectives will be achieved

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 7.0 38.24 28.76 5.73 - -
Rank Within Category None None None None None None

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/