Home› Funds› Aditya Birla Sun Life PSU Equity Fund-Regular - Pa

Aditya Birla Sun Life PSU Equity Fund-Regular - Payout of IDCW

Aditya Birla Sun Life · Sectoral
Very High
₹23.95
Current NAV
26 Oct 2026
-7.9%
1Y Return
8.7%
3Y CAGR
10.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.80).
  • Very large asset base (AUM: ₹24,350 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.1%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.80
Sharpe Ratio
0.50
Beta
-1.70
Alpha
2.16
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Sectoral
AUM ₹24350 Cr
Expense Ratio 2.10%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Sectoral
Franklin India Short-Term Income Plan-Institutional Plan - Growth
UTI
₹12430.00 192.0%
Nippon India Capital Builder Fund IV- Series C- Direct Plan-Dividend Payout Option
Nippon India
₹11.48 170.6%
Nippon India Capital Builder Fund IV- Series C- Direct Plan-Growth Option
Nippon India
₹11.48 170.6%
Nippon India Capital Builder Fund IV- Series C- Dividend Payout Option
Nippon India
₹11.17 169.3%