MF Gyan
sectorVery high risk7 years oldCooling recently (last 6m ≈ 1% p.a.)

Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Aditya Birla Sun Life Mutual Fund. It's been running since 1 Jan 2020.

Latest price per unit
₹40.04
▼ 0.02% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.16 L
▲ ₹15.9k gain · 15.9% / year
Invested 3 years ago
₹1.78 L
▲ ₹78.3k gain · 21.3% / year
Invested 5 years ago
₹2.93 L
▲ ₹1.93 L gain · 24.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.06 L
Gain / loss+₹26.2k
XIRR (annualised)9.49%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.09 L
Projected gain*+₹28.9k
*at this fund's historical rate of 9.49% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 363 other funds in Equity Scheme - Sectoral/ Thematic

Same plan
1-year return
15.87%median 6.47% (+9.40%)
Rank #66 of 364Beats 80% of peers
3-year return
21.27%median 13.41% (+7.85%)
Rank #28 of 364Beats 88% of peers
5-year return
23.99%median 11.78% (+12.20%)
Rank #3 of 364Beats 99% of peers
Bumpiness (3Y)
21.46%median 15.55% (+5.91%)
Rank #350 of 364Less risky than 4% of peers
Worst-ever drop
-33.76%median -25.20% (-8.56%)
Rank #102 of 364Less risky than 72% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 6 of last 7 years were positive.

-0%
2020
+38%
2021
+29%
2022
+60%
2023
+15%
2024
+11%
2025
+4%
2026
Best year
2023 · 59.75%
Worst year
2020 · -0.50%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
21.5%

The value swings roughly 21% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-33.76%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH against other sector funds.

Technical details (for the pros)
CAGR — 1 year15.87%
CAGR — 3 years21.27%
CAGR — 5 years23.99%
CAGR — since launch23.01%
Volatility — 1 year (annualised)15.74%
Volatility — 3 years (annualised)21.46%
Max drawdown — 1 year-13.33%
Max drawdown — 3 years-26.83%
Sharpe ratio — 1 year (rf=6%)0.58
Sharpe ratio — 3 years (rf=6%)0.64

Fund info

Fund house
Aditya Birla Sun Life Mutual Fund
Category
Equity Scheme - Sectoral/ Thematic
Plan
Direct
Option
Growth
ISIN (Growth)
INF209KB1O82
ISIN (Div re-invest)
—
Fund code
147844
First price on record
1 Jan 2020 · 1,649 daily prices

About Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH

Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH is a Equity Scheme - Sectoral/ Thematic offered by Aditya Birla Sun Life Mutual Fund under the Direct plan with the Growth option. It has approximately 7 years of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

The current NAV of Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH is ₹40.0400 (as of 4 Sep 2026). Historically, it has delivered 15.86% over the last year, 21.27% CAGR over 3 years, 23.99% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 21.5% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 33.8%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH?+

The latest NAV of Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH is ₹40.0400 as of 4 Sep 2026, down 0.02% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH?+

Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH has delivered 1-year return 15.86%, 3-year CAGR 21.27%, 5-year CAGR 23.99%, since-inception CAGR 23.01%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH belong to?+

Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH is categorised as Equity Scheme - Sectoral/ Thematic. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

How risky is Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH?+

Based on its 3-year annualised volatility of 21.5%, Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH a direct plan?+

Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH?+

Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH has NAV history available from 1 Jan 2020 — approximately 7 years of track record and 1,649 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.