Aditya Birla SL PSU Equity Fund - Direct (G)

by:Aditya Birla SL PSU Equity Fund

Statistics

  • AUM

    5687.15Cr

  • Returns

    1y : -6.89%
    3y : 36.43%
    5y : 33.44%
    Since Inception : 26.47%

  • NAV

    36.32 ( as on 11-07-2025)

  • Risk

    Very High

  • Last Dividend Paid

    0.00

  • Expense Ratio

    0.70%

  • Benchmark

    S&P BSE PSU TRI

  • Exit Load

    -

Fund Manager Name
Milind Bafna
Qualification
BE (Chem.)
Designation
FUND MANAGER
Experience
Overall experience of around 17 years. Prior to joining BSLAMC, he has worked with Motilal Oswal Financial Services and Reliance Industries Limited.
Remarks

    Holdings

  • Company

    Sector

    Percentage held

  • St Bk of India

    Banks

    11.64%

  • NTPC

    Power

    9.61%

  • Power Grid Corpn

    Power

    7.81%

  • O N G C

    Oil

    6.47%

  • GAIL (India)

    Gas

    5.29%

  • PNB Housing

    Finance

    5.15%

  • Bank of Baroda

    Banks

    4.14%

  • Indian Renewable

    Finance

    4.11%

  • Coal India

    Consumable Fuels

    3.97%

  • Life Insurance

    Insurance

    3.90%

  • NMDC

    Minerals & Mining

    3.87%

  • B P C L

    Petroleum Products

    3.81%

  • Bharat Electron

    Aerospace & Defense

    3.73%

  • Bank of India

    Banks

    3.31%

  • SBI Life Insuran

    Insurance

    3.15%

  • B H E L

    Electrical Equipment

    2.97%

  • LIC Housing Fin.

    Finance

    2.04%

  • Hind.Aeronautics

    Aerospace & Defense

    1.82%

  • Oil India

    Oil

    1.75%

  • I O C L

    Petroleum Products

    1.74%

  • NMDC Steel

    Ferrous Metals

    1.71%

  • Power Fin.Corpn.

    Finance

    1.49%

  • Reverse Repo

    NA

    1.42%

  • NLC India

    Power

    1.30%

  • Guj.St.Petronet

    Gas

    1.22%

  • Indraprastha Gas

    Gas

    1.21%

  • NBCC

    Construction

    1.15%

  • C C I

    NA

    1.12%

  • Mahanagar Gas

    Gas

    1.07%

  • Natl. Aluminium

    Non - Ferrous Metals

    1.04%

  • Indian Bank

    Banks

    0.97%

  • G S F C

    Fertilizers & Agrochemicals

    0.88%

  • BEML Ltd

    Agricultural, Commercial & Construction Vehicles

    0.85%

  • S A I L

    Ferrous Metals

    0.83%

  • I R C T C

    Leisure Services

    0.81%

  • Mazagon Dock

    Industrial Manufacturing

    0.81%

  • Derivatives

    NA

    0.74%

  • Container Corpn.

    Transport Services

    0.73%

  • Engineers India

    Construction

    0.69%

  • Gujarat Gas

    Gas

    0.68%

  • J & K Bank

    Banks

    0.67%

  • MOIL

    Minerals & Mining

    0.63%

  • Canara Bank

    Banks

    0.56%

  • Union Bank (I)

    Banks

    0.56%

  • H P C L

    Petroleum Products

    0.52%

  • Bank of Maha

    Banks

    0.52%

  • REC Ltd

    Finance

    0.51%

  • Margin (Future and Options)

    NA

    0.46%

  • SBI Cards

    Finance

    0.42%

  • Petronet LNG

    Gas

    0.32%

  • Bharat Dynamics

    Aerospace & Defense

    0.28%

  • Rites

    Construction

    0.24%

  • Punjab Natl.Bank

    Banks

    0.23%

  • General Insuranc

    Finance & Investments

    0.21%

  • T N Newsprint

    Paper Forest & Jute Products

    0.14%

  • Gujarat Alkalies

    Chemicals & Petrochemicals

    0.13%

  • BEML Land Assets

    Finance

    0.05%

  • G N F C

    Chemicals & Petrochemicals

    0.05%

  • SJVN

    Power Generation And Supply

    0.05%

  • Cash & Bank Balance

    NA

    0.00%

  • Net CA & Others

    NA

    -0.04%

Scheme 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.

AMC Details

  • Name

    Aditya Birla Sun Life AMC Ltd

  • Email Id

    abslamc.cs@adityabirlacapital.com

  • Website Url

    https://mutualfund.adityabirlacapital.com

  • Address

    One World Centre,Tower 1,17th Flr,Jupiter Mills,senapati BapatMarg,Elphinstone Road, Mumbai 400013

  • Telephone Number

    022 43568000 / 022 43568008

  • Fax Number

    022 43568110/8111

Fund Details

  • Scheme Type

    Growth

  • Category

    Equity - Diversified

  • Launch Date

    2019-12-09

  • Fund Type

    Open-Ended

  • Fund Manager

    Milind Bafna

  • Min. Investment (One Time)

    500

  • Min. Investment (SIP)

    500

  • AMFI Code

    147844

  • ISIN Code

    INF209KB1O82