Investment Objective and Approach

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). Aditya Birla Sun Life PSU Equity Fund is an open ended equity scheme following PSU theme.

The fund's investment strategy focuses on:

- 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.

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. The fund is suitable for investors who seek long-term capital appreciation, seek to participate in the growth of public sector undertakings, and can tolerate high levels of risk to achieve long-term investment returns.

Fund Managers

The fund is managed by two experienced professionals:

Dhaval Gala:

Dhaval M. Gala is a Fund Manager and Senior Analyst with Aditya Birla Sun Life AMC Limited (ABSLAMC). He has an overall experience of 19 years in equity and capital market space. He joined ABSLAMC in February 2011 as a part of the Equity Fund Management and Analyst team. He specializes in Banking and Financial Services sector. Prior to joining ABSLAMC, Dhaval has worked with B&K Securities Limited and J P Morgan Chase India Private Limited. Dhaval is an MBA in Finance from N L Dalmia Institute of Management and Research, Mumbai.

Dhaval Joshi:

Dhaval Joshi has an overall experience of 18 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked with research roles at other prominent financial services companies.

About the Fund House (AMC)

Aditya Birla Sun Life Mutual Fund (ABSLMF) is one of India's leading asset management companies. We are a joint venture between Aditya Birla Group and Sun Life Financial Inc, one of the leading international financial organizations. We are one of the leading asset managers in India, servicing around 8.25 million investor folios with Our PAN-India presence across 290+ locations*, serves investors all around the country.

Key highlights of the AMC:

- Our exemplary asset management skills and consistent risk-adjusted performance are backed by 30 years of strong research and expert fund management.

- AUM ₹405,266.76 Cr.

- No. of Schemes 244

- Whatever your financial need, we endeavour to have a mutual fund for you.

Should I Invest in Aditya Birla Sun Life PSU Equity Fund?

This fund may be suitable for you if:

Investment Profile:

- You have a high-risk tolerance as PSU stocks can be volatile

- Your investment horizon is long-term (minimum 5-7 years)

- You want exposure to government-owned enterprises

- You believe in the turnaround story of Public Sector Undertakings

Key Financial Metrics (as of August 2025):

- The AUM of Aditya Birla Sun Life PSU Equity Fund, is ₹5687.15 crore.

- The expense ratio of Aditya Birla Sun Life PSU Equity Fund is 0.53%

- The fund has delivered a CAGR of 24.83 since inception.

- The minimum SIP for Aditya Birla Sun Life PSU Equity Fund is ₹100.

Exit Load:

- For redemption / switch-out of units on or before 30 days from the date of allotment: 1.00% of applicable NAV.

- For redemption / switch-out of units after 30 days from the date of allotment: Nil.

The fund has shown strong performance with the fund has generated a return of -14.71% in 1 year, 30.78% in 3 years, 32.13% in 5 years. However, investors should note the cyclical nature of PSU stocks and the higher volatility associated with thematic funds.

FAQs

What is today's NAV of Aditya Birla Sun Life PSU Equity Fund?

The NAV changes daily based on market movements. Please check the latest NAV on your investment platform or the fund house website for current pricing.

What is the AUM of Aditya Birla Sun Life PSU Equity Fund?

The AUM of Aditya Birla Sun Life PSU Equity Fund, is ₹5687.15 crore. The AUM is updated monthly by the fund house.

What is the expense ratio of Aditya Birla Sun Life PSU Equity Fund?

The expense ratio of Aditya Birla Sun Life PSU Equity Fund is 0.53% for the direct plan, which covers fund management and administrative costs.

What are the returns of Aditya Birla Sun Life PSU Equity Fund since inception?

The fund has delivered a CAGR of 24.83 since inception. The fund was launched in December 2019, and past performance may not be sustained in future.

What is the minimum SIP amount to invest in Aditya Birla Sun Life PSU Equity Fund?

The minimum SIP for Aditya Birla Sun Life PSU Equity Fund is ₹100. You can also invest through lump sum with a minimum amount of ₹500.

How do I invest in Aditya Birla Sun Life PSU Equity Fund?

You can invest through Allvest's platform by selecting the fund, choosing between SIP or lump sum, entering your investment amount, and completing the payment process. KYC compliance is required before investing.

How to start a SIP in Aditya Birla Sun Life PSU Equity Fund?

Log into your Allvest account, search for the fund, select 'Start SIP', choose your monthly amount, select the SIP date, and complete the payment setup. The SIP will begin from your chosen date.

How do I automate an SIP in Aditya Birla Sun Life PSU Equity Fund?

After starting your SIP through Allvest, set up auto-debit through bank mandate or UPI autopay to ensure seamless monthly investments without manual intervention.

How can I withdraw/redeem my investment in Aditya Birla Sun Life PSU Equity Fund?

Access your Allvest account, select the fund from your portfolio, choose the redemption amount or units, and submit the redemption request. The proceeds will be credited to your registered bank account within 3-4 business days.