EquitySectoral/ ThematicDirect · Growth
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth
Aditya Birla Sun Life · Scheme 147844
₹40.14▼ 0.57%NAV · 2026-09-18
Strong FundScore
AUM
₹5,987 cr
Expense ratio
0.75%
3Y CAGR
24.4%
Risk level
Very High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Mahesh PatilExit load: Exit load of 1% if redeemed within 30 days.
Strong · 77/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 24.9% CAGR over 5 years.
- ✓Compounding well recently — 24.4% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +24.4%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •High volatility (22% a year) — expect big swings up and down.
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •Sortino ratio: 0.93
- •Downside capture: 103% of benchmark falls
FundScore breakdown
77/100 · Strong
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Average
Downside protection
Weak
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.