Aditya Birla Sun Life PSU Equity Fund Regular Growth
Medium
Risk
Equity
Other
+
41.39
%
41.39
%
3Y annualised
+
0.00
%
0.00
%
1D
1M
6M
1Y
3Y
All
Fund size
3330
NAV:
Mar 7, 2024
33.07
Sector
Tech
Type
Equity
Launched
Jan 2020
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
NTPC Ltd
8.79
%
Oil & Natural Gas Corp Ltd
6.63
%
Coal India Ltd
6.51
%
State Bank of India
4.81
%
Bank of Baroda
4.31
%
Power Grid Corp Of India Ltd
4.31
%
Bank of India
4.23
%
GAIL (India) Ltd
3.98
%
Indian Renewable Energy Development Agency Ltd
3.34
%
Bharat Heavy Electricals Ltd
3.3
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 30.0 Days, 0.0 % if redeemed after 30.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life PSU Equity Fund Regular Growth
More details
Investment objective
The Investment objective of the scheme is to provide long term capital appreciation by
investing in equity and equity related instruments of Public Sector Undertakings
(PSUs).
The Scheme does not guarantee/indicate any returns. There can be no assurance
that the schemes’ objectives will be achieved.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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