Aditya Birla Sun Life Mutual Fund · Direct Growth · SEBI Category: Equity
Aditya Birla Sun Life PSU Equity Fund provides comprehensive exposure to India's government-owned enterprise universe. ABSL MF's research team covers the PSU universe across multiple sectors — energy PSUs (ONGC, NTPC, Coal India, GAIL), defence PSUs (HAL, BEL, BDL), banking PSUs (SBI, Bank of Baroda) and infrastructure PSUs (BHEL, Power Grid). The fund has benefited significantly from the 2022-2024 PSU re-rating.
The fund's long track record since 2010 means investors can evaluate PSU investing across the full PSU underperformance cycle (2014-2021) and the subsequent re-rating (2021-2024). This historical perspective — including the extended period of PSU underperformance — is valuable context for investors considering PSU funds at current valuations.
Dhaval Joshi is Fund Manager at Aditya Birla Sun Life Mutual Fund and manages both the ABSL Banking & Financial Services Fund and the ABSL PSU Equity Fund. His research expertise in government-sector companies — understanding PSU dividend policy, capital allocation, management appointment dynamics and government divestment programs — supports the PSU equity fund's stock selection process.
For current co-manager details and full biography, refer to the latest Aditya Birla Sun Life Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view - not judgements or recommendations.
Calculated from 1,584 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.
1M / 3M / 6M / 1Y - simple point-to-point return · 3Y / 5Y / 10Y - CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point - not CAGR.
Rolling returns show performance across every possible investment start date - not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV - what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
When NAV is above 200 DMA the fund is in an uptrend. When below, it signals caution. Calculated from NAV data in DB.
Calculated from 3 years of daily NAV - industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes - from official AMC disclosures.
See how Aditya Birla Sun Life PSU Equity Fund ranks against other Equity funds on returns, drawdown, Sharpe ratio and AAUM - side by side.
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