January 22, 2026
RA Jainee
Aditya Birla (ABSL) PSU Equity Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 38.63 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 31.24 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | BSE PSU TRI |
| AUM Rs. | 5,643 Cr |
| (As on 31-Dec-2025) | |
| Expense | 24.98% |
| 1 Year Return (%) | 15.26 |
| 3 Year Return (%) | 28.13 |
| 5 Year Return (%) | 29.52 |
| 10 Year Return (%) | — |
| Return Since Launch | 24.98% |
⚖️ Sahifund Review – Aditya Birla Sun Life PSU Equity Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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👉 Apply Online | Ask Us MF Queries |
| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Nobody should invest in PSU funds in our opinion, because:
• They have a narrow focus on only government-owned companies
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs).
Fund Manager:
1) Dhaval Gala
Education: Mr. Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.
Experience: Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with B&K Securities (January 2008- February 2011) and J.P. Morgan Chase India Private Ltd ( May 2005-July 2006).
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 30 days |
Basic Details of Aditya Birla (ABSL) PSU Equity Fund
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 30-Dec-19 |
| Return Since Launch | 24.98% |
| Benchmark | BSE PSU TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (RS) | 5,643 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.61% |
| (As on 31-Dec-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 29.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL PSU Equity Dir | 1.42 | -0.18 | 3.98 | 5.78 | 6.16 | 15.26 | 28.13 | 29.52 | — | — |
| BSE PSU TRI | 1.70 | -0.39 | 5.03 | 5.38 | 7.44 | 16.44 | 31.49 | 32.40 | — | — |
| Equity: Thematic-PSU | -0.61 | -0.50 | 2.88 | 2.12 | 1.71 | 11.68 | 29.28 | 29.28 | — | — |
| Rank within category | 2 | 1 | 3 | 1 | 3 | 3 | 4 | 2 | — | — |
| Number of funds in category | 7 | 7 | 7 | 7 | 7 | 6 | 4 | 3 | 2 | 2 |
Peer Comparison of Aditya Birla PSU Equity Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL PSU Equity Dir | Unrated | 15.26 | 28.13 | 29.52 | 0.61 | 5,643 | 24.98 | 1.00 (30) | 6Y | 29.00 |
| SBI PSU Dir | Unrated | 15.13 | 29.93 | 29.70 | 0.84 | 5,817 | 12.14 | 0.50 (30) | 13Y | 10.00 |
| ICICI Pru PSU Equity Dir | Unrated | 10.38 | 28.16 | — | 0.87 | 1,903 | 27.04 | 1.00 (30) | 3Y 4M | 48.00 |
| Invesco India PSU Equity Dir | Unrated | 16.25 | 30.89 | 28.62 | 0.90 | 1,449 | 16.90 | 1.00 (365) | 13Y | 32.00 |
| Quant PSU Dir | Unrated | -2.84 | — | — | 1.10 | 535 | 0.35 | 1.00 (15) | 1Y 11M | — |
Portfolio Analysis of Aditya Birla (ABSL) PSU Equity Fund
| No. of Stocks | 33 |
| Top 10 Stocks | 62.45% |
| Top 5 Stocks | 41.92% |
| Top 3 Sectors | 87.99% |
| Portfolio P/B Ratio | 1.72 |
| Portfolio P/E Ratio | 11.58 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,87,653 | 1,58,756 |
| Giant (%) | — | — |
| Large (%) | 70.65 | 63.36 |
| Mid (%) | 21.27 | 28.65 |
| Small (%) | 8.09 | 9.76 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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