Aditya Birla Sun Life PSU Equity Fund
Direct · Growth ₹39.83
04 Aug 2026
NAV
34.2%
3Y CAGR
30.4%
5Y CAGR
32.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.26
Sharpe
-33.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.44 L | 35.7% | -36.1% | 150.9% |
| 3 Years | ₹36.00 L | ₹53.50 L | 32.6% | 10.3% | 61.2% |
| 5 Years | ₹60.00 L | ₹1.16 Cr | 28.0% | 21.1% | 38.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 35.7% | 14.5% | 13.9% | +21.3% |
| 3 Years | 32.6% | 11.2% | 16.8% | +21.5% |
| 5 Years | 28.0% | 10.4% | 16.9% | +17.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 33.9% | 28.1% | -15.1% | 111.5% | 0.90 | 5.58 | 87% | — | — |
| 3 Years | 34.2% | 33.2% | 20.6% | 49.3% | 4.24 | — | 100% | — | — |
| 5 Years | 30.4% | 30.2% | 23.5% | 38.3% | 6.26 | — | 100% | — | — |
-33.8%
Max Drawdown
2 mo
Drawdown Duration
9 mo
Recovery Time
-7.1%
Avg Drawdown
Calmar Ratio by Duration
1.00
1Y
1.01
3Y
0.90
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.33 | 0.92 | 100.7% | 81.8% | 15.1% | 0.2% |
| 3 Years | +15.46 | 1.20 | 125.6% | 107.7% | 24.4% | 8.5% |
| 5 Years | +15.03 | 1.05 | 111.5% | 94.7% | 24.1% | 9.0% |
| 7 Years | +11.66 | 0.89 | 102.7% | 90.5% | 21.8% | 10.5% |
| 10 Years | +7.59 | 0.89 | 102.7% | 90.5% | 14.8% | 7.3% |
| 12 Years | +6.11 | 0.89 | 102.7% | 90.5% | 12.2% | 6.0% |
| 15 Years | +4.66 | 0.89 | 102.7% | 90.5% | 9.6% | 4.8% |
32
Total Holdings
63.3%
Top 10 Weight
17
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | State Bank of India | 17.45% |
| 2 | NTPC Limited | 7.82% |
| 3 | Power Grid Corporation of India Limited | 6.72% |
| 4 | Bharat Heavy Electricals Limited | 6.40% |
| 5 | Bank of Maharashtra | 5.04% |
| 6 | Bharat Electronics Limited | 4.89% |
| 7 | GAIL (India) Limited | 4.87% |
| 8 | PNB Housing Finance Limited | 3.38% |
| 9 | NMDC Limited | 3.37% |
| 10 | Union Bank of India | 3.36% |