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AppStore
PlaystoreAditya Birla Sun Life AMC Limited
Aditya Birla Sun Life AMC Limited
Aditya Birla Sun Life PSU Equity Fund
Aditya Birla Sun Life PSU Equity Fund Overview
Aditya Birla Sun Life PSU Equity Fund is an open ended equity scheme following PSU theme.
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.
Why one can invest:
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If you seek long-term capital appreciation.
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If you seek to participate in the growth of public sector undertakings.
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If you can tolerate high levels of risk to achieve long-term investment returns.
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If you seek inflation-beating returns that have the potential to build a reasonable corpus in the long run.
Fund Details
CAGR
Latest NAV
(as on )
AUM
()
Inception Date
()
Risk
Investment Horizon
3-5 years
Annualized Benchmark Returns
Min Investment
Entry load
NIL
Exit load
1%
For redemption/switch-out of units on or before 30 days from the date of allotment: 1.00 % of applicable NAV.
Total Expense Ratio (TER)
Sharp Ratio
Beta Ratio
Other Parameters
Standard Deviation
Modified Duration
-
Yield to Maturity
-
Portfolio Turnover:
-
Average Maturity
-
Macaulay Duration
-
Net Equity Exposure
-
Fund Managers
Mr. Dhaval Joshi
Mr. Dhaval Gala
Riskometer
(An open ended equity scheme following PSU theme)
This product is suitable for investors who are seeking
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- long term capital appreciation
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- Investments in stocks of Public Sector Undertakings
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
Portfolio & Sector Holdings
Retail
% of Net Assets
Sector Holdings
Dividend History
Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.
Investment Performance
IDCW Plan of this scheme has distributed income to its investors out of its earnings, from time to time. The details of the same is tabulated:| Declared on date | IDCW Yield (Regular Plan) | IDCW Per Unit | Cum IDCW NAV |
|---|
Fund Summary
• India is considered as one of the world's best-performing economies.
• As a result of this economic growth, public sector undertakings (PSUs) also tend to experience growth, providing an opportunity for investors to participate in the expansion of these entities.
• PSUs are also considered safe for investment as they are backed by the government.
• You can harness the PSUs' growth potential by investing in Aditya Birla Sun Life PSU Equity Fund which predominantly invests in the equity and equity-related instruments of PSUs.
• Investment in this fund helps you achieve your long-term goals of capital growth.
• It allows you to invest in a well-diversified portfolio of PSUs including those in the Oil, Gas, Power, Mining, Financial Services, and Industrials sectors.
• As a result of this economic growth, public sector undertakings (PSUs) also tend to experience growth, providing an opportunity for investors to participate in the expansion of these entities.
• PSUs are also considered safe for investment as they are backed by the government.
• You can harness the PSUs' growth potential by investing in Aditya Birla Sun Life PSU Equity Fund which predominantly invests in the equity and equity-related instruments of PSUs.
• Investment in this fund helps you achieve your long-term goals of capital growth.
• It allows you to invest in a well-diversified portfolio of PSUs including those in the Oil, Gas, Power, Mining, Financial Services, and Industrials sectors.
Fund Discipline
• The Scheme allocates 80% - 100% of its asset in equity and equity-related instruments of Public Sector Undertakings.
• The Scheme may also participate in non-PSU opportunities from time to time by choosing to invest a maximum of 20% in other equity & equity-related instruments as well as in debt and money market instruments.
• The Scheme may also choose to invest a maximum of 10% in units issued by REITs & InvITs.
• The scheme will follow a bottom-up approach for stock-picking.
• The scheme will invest across market caps to keep the risk at acceptable levels in the fund.
• The fund Benchmark is S&P BSE PSU TR Index.
Tax Applicability
Investment held for less than 12 months
Short Term Capital Gain Tax would be applicable. Any gains/profits would be taxed at 15% (plus applicable surcharge and cess).
Investment held for more than 12 months
Long Term Capital Gain Tax would be applicable. Gains/profits are taxed at 10% without indexation (plus applicable surcharge and cess).
Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.
Forms & Downloads
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Frequently Asked Questions
There are two ways in which you can invest in this fund.
o Via Direct Plan - involves purchasing units of the fund directly from Aditya Birla Sun Life Mutual Fund
o Via Regular Plan – involves investing through a distributor or broker of your choice
Both these plans have a common portfolio but separate NAVs. This is because they both apply different expense ratios. Your choice of plan thus directly impacts the returns from your investment.
To redeem your investments in the direct plan of Aditya Birla Sun Life PSU Equity Fund, you can use their mobile app or desktop webpage and select a specified amount or number of units to redeem. For investments made in the regular plan through Registrar and Transfer Agent (RTA) or Mutual Fund Distributor (MFD), you can submit a duly signed redemption form to the respective RTA/MFD or redeem online through their portal, if available.
Yes, you can invest in Aditya Birla Sun Life PSU Equity Fund via SIP or lump-sum route. The choice of mode of investing will be guided by your investing objective, risk appetite and investment horizon.
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