sectorVery high risk

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

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

₹30.41

▼ 0.03% 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

₹1.09 L

▲ ₹8.8k gain · 8.8% / year

Invested 3 years ago

₹1.44 L

▲ ₹44.5k gain · 13.0% / year

Invested 5 years ago

₹2.22 L

▲ ₹1.22 L gain · 17.3% / year

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

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness

22.4%

The value swings roughly 22% 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.

Technical details (for the pros)

CAGR — 1 year8.85%

CAGR — 3 years13.04%

CAGR — 5 years17.32%

CAGR — since launch18.04%

Volatility — 1 year (annualised)16.47%

Volatility — 3 years (annualised)22.40%

Max drawdown — 1 year-13.35%

Max drawdown — 3 years-32.26%

Sharpe ratio — 1 year (rf=6%)0.16

Sharpe ratio — 3 years (rf=6%)0.29

Fund info

Fund house: Aditya Birla Sun Life Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Direct
Option: IDCW
ISIN (Growth): INF209KB1O90
ISIN (Div re-invest): —
Fund code: 147845
First price on record: 1 Jan 2020 · 1,649 daily prices

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.