Name: Aditya Birla Sun Life PSU Equity Fund Regular IDCW
Brand: Aditya Birla Sun Life Mutual Fund

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Aditya Birla Sun Life PSU Equity Fund Regular IDCW
Equity
Sectoral / Thematic
Very High Risk
59.88%
1Y return
-1.31% 1D
1M
6M
1Y
All
 NAV: 17 Sep 2021₹13.59
Min. SIP amountNA
RatingNA
Fund size₹787.69 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral / Thematic
Absolute returns
3M6M1YAll
Fund returns5.3%20.7%59.9%35.9%
Category averageNANA44.4%NA
Rank with in category322NA
Understand termsinfo
Holdings (31)NameSectorInstrumentAssets
State Bank of India
FinancialEquity9.5%
Power Grid Corporation of India Ltd.
EnergyEquity8.9%
NTPC Ltd.
EnergyEquity8.6%
Bharat Petroleum Corporation Ltd.
EnergyEquity6.6%
Bharat Electronics Ltd.
EngineeringEquity5.9%
Container Corporation Of India Ltd.
ServicesEquity5.3%
Coal India Ltd.
EnergyEquity5.0%
GAIL (India) Ltd.
EnergyEquity3.9%
NMDC Ltd.
MetalsEquity3.6%
Gujarat Gas Ltd.
EnergyEquity3.4%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Aug 2021 - Present
2.41%
31 Jul 2021 - 31 Aug 2021
2.40%
30 Jun 2021 - 31 Jul 2021
2.33%
31 May 2021 - 30 Jun 2021
2.42%
30 Apr 2021 - 31 May 2021
2.49%
31 Mar 2021 - 30 Apr 2021
1.69%
28 Feb 2021 - 31 Mar 2021
2.66%
31 Jan 2021 - 28 Feb 2021
2.66%
31 Dec 2020 - 31 Jan 2021
2.62%
30 Nov 2020 - 31 Dec 2020
2.49%
31 Oct 2020 - 30 Nov 2020
2.45%
30 Sep 2020 - 31 Oct 2020
2.30%
31 Mar 2020 - 30 Sep 2020
2.51%
Expense ratio, exit load and taxExpense ratio: 2.41%Inclusive of GST
Exit loadExit load of 1% if redeemed within 30 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementMahesh Patil
Dec 2019 - Present
View details
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Education
Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.
Experience
Prior to joining Aditya Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.
Also manages these schemes
Aditya Birla Sun Life Equity Hybrid '95 Fund IDCW
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth
Aditya Birla Sun Life Frontline Equity Fund IDCW
Aditya Birla Sun Life Frontline Equity Fund Growth
Aditya Birla Sun Life Focused Equity Fund IDCW
Aditya Birla Sun Life Focused Equity Fund Growth
Aditya Birla Sun Life Pure Value Fund IDCW
Aditya Birla Sun Life Pure Value Fund Growth
Aditya Birla Sun Life Frontline Equity Direct Fund IDCW
Aditya Birla Sun Life Frontline Equity Direct Fund Growth
Aditya Birla Sun Life Focused Equity Fund Direct IDCW
Aditya Birla Sun Life Focused Equity Fund Direct Growth
Aditya Birla Sun Life Pure Value Direct Fund IDCW
Aditya Birla Sun Life Pure Value Direct Fund Growth
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct IDCW
Aditya Birla Sun Life Emerging Leaders Fund Series 3 Direct IDCW
Aditya Birla Sun Life Emerging Leaders Fund Series 3 Direct Growth
Aditya Birla Sun Life Emerging Leaders Fund Series 3 Regular IDCW
Aditya Birla Sun Life Emerging Leaders Fund Series 3 Regular Growth
Aditya Birla Sun Life Emerging Leaders Fund Series 4 Direct Growth
Aditya Birla Sun Life Emerging Leaders Fund Series 4 Regular IDCW
Aditya Birla Sun Life Emerging Leaders Fund Series 4 Regular Growth
Aditya Birla Sun Life Emerging Leaders Fund Series 7 Regular Growth
Aditya Birla Sun Life Emerging Leaders Fund Series 7 Regular IDCW
Aditya Birla Sun Life Emerging Leaders Fund Series 7 Direct Growth
Aditya Birla Sun Life PSU Equity Fund Direct Growth
Aditya Birla Sun Life PSU Equity Fund Direct IDCW
Aditya Birla Sun Life PSU Equity Fund Regular Growth
Aditya Birla Sun Life PSU Equity Fund Regular IDCW
Aditya Birla Sun Life Multi Cap Fund Regular Growth
Aditya Birla Sun Life Multi Cap Fund Direct Growth
Vineet Maloo
Jan 2020 - Present
View details
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Education
Mr. Maloo is a Chartered Accountant.
Experience
Prior to joining Aditya Birla Sun Life AMC he has worked with Hindalco.
Also manages these schemes
Aditya Birla Sun Life Dividend Yield Fund IDCW
Aditya Birla Sun Life Dividend Yield Fund Growth
Aditya Birla Sun Life Regular Savings Fund IDCW Monthly
Aditya Birla Sun Life Regular Savings Fund-Monthly Payment
Aditya Birla Sun Life Regular Savings Fund Growth
Aditya Birla Sun Life Infrastructure Fund IDCW
Aditya Birla Sun Life Infrastructure Fund Growth
Aditya Birla Sun Life International Equity Fund Plan A IDCW
Aditya Birla Sun Life International Equity Fund Plan A Growth
Aditya Birla Sun Life International Equity Fund Plan B IDCW
Aditya Birla Sun Life International Equity Fund Plan B Growth
Aditya Birla Sun Life Dividend Yield Fund Direct IDCW
Aditya Birla Sun Life Dividend Yield Fund Direct Growth
Aditya Birla Sun Life Infrastructure Direct Fund Growth
Aditya Birla Sun Life Infrastructure Direct Fund IDCW
Aditya Birla Sun Life International Equity Fund Plan A Direct IDCW
Aditya Birla Sun Life International Equity Fund Plan A Direct Growth
Aditya Birla Sun Life International Equity Fund Plan B Direct Growth
Aditya Birla Sun Life International Equity Fund Plan B Direct IDCW
Aditya Birla Sun Life Regular Savings Fund Direct IDCW Monthly
Aditya Birla Sun Life Regular Savings Fund Direct-Monthly Payment
Aditya Birla Sun Life Regular Savings Fund Direct Growth
Aditya Birla Sun Life Capital Protection Oriented Fund Series 22 Regular Growth
Aditya Birla Sun Life Balanced Advantage Fund IDCW
Aditya Birla Sun Life Balanced Advantage Fund Growth
Aditya Birla Sun Life Balanced Advantage Fund Direct Growth
Aditya Birla Sun Life Balanced Advantage Fund Direct IDCW
Aditya Birla Sun Life Capital Protection Oriented Fund Series 29 Regular Growth
Aditya Birla Sun Life Capital Protection Oriented Fund Series 30 Regular Growth
Aditya Birla Sun Life Dual Advantage Fund Series 1 Direct Growth
Aditya Birla Sun Life Dual Advantage Fund Series 1 Regular Growth
Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct Growth
Aditya Birla Sun Life Dual Advantage Fund Series 2 Regular IDCW
Aditya Birla Sun Life Dual Advantage Fund Series 2 Direct IDCW
Aditya Birla Sun Life PSU Equity Fund Direct Growth
Aditya Birla Sun Life PSU Equity Fund Direct IDCW
Aditya Birla Sun Life PSU Equity Fund Regular Growth
Aditya Birla Sun Life PSU Equity Fund Regular IDCW
Fund house & investment objective
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Aditya Birla Sun Life Mutual Fund
Rank (total assets)#4 in India
Total AUM2,68,154.71 Cr
Date of Incorporation23 Dec 1994
Aditya Birla Sun Life PSU Equity Fund Regular IDCW is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made 
Aditya Birla Sun Life PSU Equity Fund Regular IDCW 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. Vineet Maloo is the Current Fund Manager of Aditya Birla Sun Life PSU Equity Fund Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹2,68,155 Cr and the Latest NAV as of 17 Sep 2021 is ₹13.59.
The Aditya Birla Sun Life PSU Equity Fund Regular IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Exit load of 1% if redeemed within 30 days....Read more
Investment Objective
The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs)
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 benchmarkS&P BSE PSU TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
Phone
022 43568000
Launch Date
23 Dec 1994
E-mail
[email protected]
Website
NA
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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Aditya Birla Sun Life PSU Equity Fund Regular IDCW
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	3M	6M	1Y	All
Fund returns	5.3%	20.7%	59.9%	35.9%
Category average	NA	NA	44.4%	NA
Rank with in category	3	2	2	NA

Name	Sector	Instrument	Assets
State Bank of India	Financial	Equity	9.5%
Power Grid Corporation of India Ltd.	Energy	Equity	8.9%
NTPC Ltd.	Energy	Equity	8.6%
Bharat Petroleum Corporation Ltd.	Energy	Equity	6.6%
Bharat Electronics Ltd.	Engineering	Equity	5.9%
Container Corporation Of India Ltd.	Services	Equity	5.3%
Coal India Ltd.	Energy	Equity	5.0%
GAIL (India) Ltd.	Energy	Equity	3.9%
NMDC Ltd.	Metals	Equity	3.6%
Gujarat Gas Ltd.	Energy	Equity	3.4%

Rating	NA
Fund size	₹787.69 Cr