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Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth is an equity scheme managed by Aditya Birla Sun Life Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 34.08%, with the bottom and top quartiles at 30.01% and 41.22% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 0.79% on assets of ₹6,044Cr. The fund is currently managed by Mr. Dhaval Gala, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 98% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| STATE BANK OF INDIA | Financial Services | 18.08% |
| NTPC LIMITED | Utilities | 8.71% |
| POWER GRID CORPORATION OF INDIA LIMITED | Utilities | 7.44% |
| BHARAT HEAVY ELECTRICALS LIMITED | Industrials | 5.42% |
| BHARAT ELECTRONICS LIMITED | Industrials | 5.10% |
| GAIL (INDIA) LIMITED | Utilities | 4.56% |
| BANK OF MAHARASHTRA | Financial Services | 4.30% |
| OIL AND NATURAL GAS CORPORATION LIMITED | Energy | 3.90% |
| NMDC LIMITED | Basic Materials | 3.56% |
| PNB HOUSING FINANCE LTD | Financial Services | 3.39% |
| BANK OF BARODA | Financial Services | 3.38% |
| BHARAT PETROLEUM CORPORATION LTD. | Energy | 3.27% |
| BANK OF INDIA | Financial Services | 3.10% |
| COAL INDIA LTD | Energy | 2.93% |
| Hindustan Aeronautics Ltd | Industrials | 2.40% |
| HINDUSTAN PETROLEUM CORPORATION LIMITED | Energy | 2.10% |
| SBI LIFE INSURANCE COMPANY LIMITED | Financial Services | 1.83% |
| INDIAN OIL CORPORATION LIMITED | Energy | 1.80% |
| OIL INDIA LTD. | Energy | 1.57% |
| LIFE INSURANCE CORPORATION OF INDIA | Financial Services | 1.38% |
| MAHANAGAR GAS LIMITED | Utilities | 1.33% |
| STEEL AUTHORITY OF INDIA LIMITED | Basic Materials | 1.22% |
| NATIONAL ALUMINIUM COMPANY LIMITED | Basic Materials | 1.16% |
| POWER FINANCE CORPORATION LTD. | Financial Services | 1.07% |
| UNION BANK OF INDIA | Financial Services | 1.04% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 11 | 39.05% |
| Oil, Gas & Consumable Fuels | — | 22.71% |
| Power | — | 16.15% |
| Capital Goods | — | 13.55% |
| Metals & Mining | — | 5.94% |
| Services | — | 0.49% |
| Consumer Services | — | 0.42% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -15.09% | 11.44% | 29.04% | 54.34% | 104.22% | 85.8% |
| 3Y | 25.16% | 30.01% | 34.08% | 41.22% | 48.92% | 100.0% |
| 5Y | 24.60% | 28.91% | 30.78% | 33.39% | 36.27% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 64.5% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.