The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Aditya Birla Sun Life Mutual Fund (ABSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada.
By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. I/We hereby confirm that I/We are not giving a false confirmation and/or disguising my/our country of residence. I/We confirm that Aditya Birla Sun Life Mutual Fund / Aditya Birla Sun Life AMC Limited (ABSLAMC) is relying upon this confirmation and in no event shall the directors, officers, employees, trustees, agents of ABSLAMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided.
The 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.
Total Experience : 11 years
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Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.
Aditya Birla Sun Life PSU Equity Fund is an open ended thematic fund investing predominantly in PSUs or companies in which central/state government have at least 51% shareholding.
This scheme seeks to capitalise on the long-term growth potential of PSUs by investing in a well-diversified portfolio of PSUs including those in the Oil, Gas, Power, Mining, Financial Services, and Industrials sectors.
This scheme is suitable for long term equity investors with high risk appetite and an investment horizon of 3-5 years.
The scheme will focus on a portfolio of 30-35 stocks, with an intended 60-70% exposure to large caps and the balance to mid & small caps. Bottom-up approach would be followed for stock-picking.
The scheme will seek to invest in companies which have prospects of future growth & scalability, reasonable Return on Equity, sustainable cashflow to maintain their dividend yield and reasonable valuations in relation to the broader market.
The scheme may also participate in non-PSU opportunities from time to time where the beneficiaries could benefit from any government reforms or any other opportunity (subject to maximum 20% exposure)
(An open ended equity scheme following PSU theme)
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.