TickerKhojAditya Birla Sun Life Mutual Fund · Equity · Sectoral / Thematic · Direct plan
Aditya Birla Sun Life PSU Equity Fund - Direct Plan - Growth
In plain words
Over 3 years it returned +18.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -26.8%.
On 3-year return it ranks 31 of 139 funds in Sectoral / Thematic.
A monthly SIP over 5 years ended ₹35,397 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.6% | +1.9% |
| 3 months | -4.8% | -5.1% |
| 6 months | -8.0% | -3.2% |
| 1 year | -0.6% | -10.2% |
| 3 years (yearly) | +18.5% | +7.4% |
| 5 years (yearly) | +21.1% | +6.5% |
| Since start (yearly) | +21.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,332 | -6.3% |
| 3 years | ₹3,60,000 | ₹3,87,236 | +4.6% |
| 5 years | ₹5,90,000 | ₹9,06,637 | +17.0% |
Top holdings (30 Sept 2026)
Fund size ₹5,775 crore · 33 holdings · 97.6% in equity
| Company | Industry | Weight |
|---|---|---|
| State Bank of India | Banks | 16.99% |
| NTPC Ltd. | Power | 7.37% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | 6.69% |
| Power Grid Corporation of India Ltd. | Power | 6.37% |
| Bharat Electronics Ltd. | Aerospace & Defense | 4.80% |
| Union Bank of India | Banks | 4.66% |
| Bank of Maharashtra | Banks | 4.48% |
| GAIL (India) Ltd. | Gas | 3.87% |
| PNB Housing Finance Ltd. | Finance | 3.80% |
| Life Insurance Corporation of India | Insurance | 3.49% |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | 3.45% |
| NMDC Ltd. | Minerals & Mining | 3.16% |
| Oil & Natural Gas Corporation Ltd. | Oil | 3.08% |
| Bank of India | Banks | 3.02% |
| Coal India Ltd. | Consumable Fuels | 2.71% |
Largest industries: Banks 31.8%, Power 13.7%, Aerospace & Defense 7.5%, Petroleum Products 7.3%, Electrical Equipment 6.7%, Gas 6.3%.
Other plan of this fund: Aditya Birla Sun Life PSU Equity Fund - Regular Plan - Growth