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Aditya Birla Sun Life PSU Equity Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic

Returns (NAV as on 28th October, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 20-Oct-25 10116.60 1.17% - 0.36% 26/227
1 Month 26-Sep-25 10489.30 4.89% - 4.01% 52/227
3 Month 28-Jul-25 10551.60 5.52% - 4.43% 62/222
6 Month 28-Apr-25 10651.10 6.51% - 10.57% 169/213
YTD 01-Jan-25 10890.50 8.90% - 5.62% 56/201
1 Year 28-Oct-24 10498.20 4.98% 4.98% 6.35% 101/184
2 Year 27-Oct-23 16570.40 65.70% 28.64% 22.91% 18/141
3 Year 28-Oct-22 21928.30 119.28% 29.89% 21.13% 6/117
5 Year 28-Oct-20 45992.60 359.93% 35.66% 23.90% 3/92
Since Inception 31-Dec-19 37300.00 273.00% 25.33% 14.64% 13/198

SIP Returns (NAV as on 28th October, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 28-Oct-24 12000 13031.49 8.6 % 16.28 %
2 Year 27-Oct-23 24000 26631.38 10.96 % 10.34 %
3 Year 28-Oct-22 36000 50460.66 40.17 % 23.18 %
5 Year 28-Oct-20 60000 120177.23 100.3 % 28.18 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 1.39% 5.03% 6.39% 8.00% 10.84% 4.53% 29.48% 30.46% 36.24%
Nifty 50 0.45% 5.76% 4.97% 7.06% 10.19% 6.49% 16.88% 13.64% 17.41%
Benchmark: BSE PSU TRI 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Category Average 0.47% 4.44% 4.19% 10.93% 6.03% 6.24% 23.13% 21.28% 24.11%
Category Rank 10/202 73/227 35/222 148/213 52/201 109/184 16/141 5/117 3/92
Best in Category 2.36% 8.82% 30.83% 78.24% 45.37% 53.56% 46.22% 45.34% 38.85%
Worst in Category -0.73% 1.16% -4.94% -1.36% -19.08% -8.49% 5.84% 8.27% 5.44%

Best Quarters

Period This Fund Nifty 50 BSE PSU TRI Category Average
Q4 - 2023 24.91% 11.33% -- 9.03%
Q4 - 2020 21.95% 22.46% -- 12.72%
Q3 - 2023 20.95% 1.07% -- 4.22%

Worst Quarters

Period This Fund Nifty 50 BSE PSU TRI Category Average
Q1 - 2020 -26.47% -29.43% -- -22.54%
Q2 - 2022 -10.67% -10.70% -- -7.35%
Q4 - 2024 -12.71% -8.34% -- -2.78%

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