EquitySectoral/ ThematicDirect · Growth
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth
Aditya Birla Sun Life · Scheme 147844
₹39.83▼ 0.57%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
24.2%
Risk (SEBI)
—
Min SIP
—
Benchmark
—
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | -0.30% |
| 3 Months | -2.62% |
| 6 Months | +1.81% |
| 1 Year | +14.39% |
| 3 Years (CAGR) | +24.18% |
| 5 Years (CAGR) | +24.07% |
| 10 Years (CAGR) | — |
| Since Launch | +23.24% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns97
Consistency95
Risk-adjusted53
Downside protection37
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +24.2%
- ✓ 3Y CAGR vs category: +7.4% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 100% of windows
- ✓ Alpha vs benchmark: +13.1%
What to watch
- • Sortino ratio: 0.92
- • Downside capture: 104% of benchmark falls
Risk metrics
Sharpe ratio
0.80
Sortino ratio
0.92
Volatility
21.60%
Max drawdown
-33.76%
Downside capture
104.30%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.