Aditya Birla Sun Life PSU Equity Fund Direct-Growth
Equity: Thematic-PSU - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Thematic-PSUBenchmark: BSE PSU Total Return IndexCheck Portfolio Overlap →
NAV: ₹39.77-0.67%
07 Sept 2026
Similar Funds
Side-by-side comparison of Aditya Birla Sun Life PSU Equity Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +14.92% | 6.05% | 1 / 7 |
| 3Y Return | +20.37% | 17.75% | 3 / 4 |
| 5Y Return | +23.94% | 21.27% | 2 / 3 |
| 10Y Return | — | 14.63% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Thematic-PSU
Top funds by AUM in the Equity: Thematic-PSU category — see how Aditya Birla Sun Life PSU Equity Fund Direct-Growth compares on size and returns.
Funds Tracking BSE PSU Total Return Index
Top funds tracking the BSE PSU Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Aditya Birla Sun Life PSU Equity Fund Direct-Growth?
Funds similar to Aditya Birla Sun Life PSU Equity Fund Direct-Growth in the Equity: Thematic-PSU category include SBI PSU Direct Plan-Growth, ICICI Prudential PSU Equity Fund Direct-Growth, and Invesco India PSU Equity Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Aditya Birla Sun Life PSU Equity Fund Direct-Growth in its category?
On a 3-year return basis Aditya Birla Sun Life PSU Equity Fund Direct-Growth is ranked 3 out of 4 funds in the Equity: Thematic-PSU category as of 6 Sep 2026. On a 5-year return basis it ranks 2 out of 3. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Aditya Birla Sun Life PSU Equity Fund Direct-Growth's expense ratio compare to similar funds?
Aditya Birla Sun Life PSU Equity Fund Direct-Growth has an expense ratio of 0.75%. The peers SBI PSU Direct Plan-Growth has an expense ratio of 0.96% and ICICI Prudential PSU Equity Fund Direct-Growth has 1.28%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Aditya Birla Sun Life PSU Equity Fund Direct-Growth's AUM compare to similar funds?
Aditya Birla Sun Life PSU Equity Fund Direct-Growth has an AUM of ₹5,986.46 crore. The peers SBI PSU Direct Plan-Growth has an AUM of ₹6,678.32 crore and ICICI Prudential PSU Equity Fund Direct-Growth has ₹1,874.84 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-PSU?
The top performing fund in the Equity: Thematic-PSU category on a 3-year basis is ICICI Prudential PSU Equity Fund Direct-Growth with a CAGR of 21.46% as of 6 Sep 2026. Aditya Birla Sun Life PSU Equity Fund Direct-Growth has delivered 20.37% CAGR over the same period, ranking 3 out of 4 funds. You can view and compare the full category ranking on sharpely.
How does Aditya Birla Sun Life PSU Equity Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Aditya Birla Sun Life PSU Equity Fund Direct-Growth has a Sharpe ratio of 0.78 compared to the Equity: Thematic-PSU average of 0.81 as of 6 Sep 2026. It ranks 3 out of 4 funds in its category on Sharpe ratio.