Aditya Birla Sun Life PSU Equity Fund Direct Growth is an equity fund. This fund was started on 1 January, 2020. The fund is managed by Dhaval Gala. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.52% |
Benchmark | S&P BSE PSU TR INR |
AUM | ₹4115 Cr |
Inception Date | 1 January, 2020 |
Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 43.88% |
Size breakup
Aditya Birla Sun Life PSU Equity Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.73% | 0.73% |
6 Month Returns | 49.58% | 49.58% |
1 Year Returns | 92.7% | 92.7% |
3 Years Returns | 190.92% | 42.76% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life PSU Equity Fund Direct Growth | -4.55 | 0.29 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life PSU Equity Fund Direct Growth | 1.03 | 0.94 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life PSU Equity Fund Direct Growth | 3.01 | 1.81 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life PSU Equity Fund Direct Growth | 21.97 | 19.86 | - |