Our Opinion
Recently Viewed
Clear AllValue Research Rating
Our Opinion
Riskometer
Very High
₹35.0800 0.54%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life PSU Equity Fund - Regular Plan
|
|
Very High
|
loading... |
1.82 |
||
|
|
Very High
|
loading... |
1.82 |
|||
|
|
Very High
|
loading... |
2.08 |
|||
|
|
Very High
|
loading... |
2.12 |
|||
|
|
Very High
|
loading... |
2.47 |
₹6,086 Cr
1.00 (30)
500
1
100
6
About Aditya Birla Sun Life PSU Equity Fund - Regular Plan
Aditya Birla Sun Life PSU Equity Fund - Regular Plan is a equity mutual fund scheme of Aditya Birla Sun Life Mutual Fund. Launched on December 30, 2019, it is currently managed by Dhaval Gala. The fund has an expense ratio of 1.82% with an overall AUM (Assets Under Management) of ₹6,086 Cr.
Aditya Birla Sun Life PSU Equity Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in the shares of public sector (PSU) companies. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs).
Suitability
Nobody should invest in PSU funds in our opinion, because:
If you still choose to invest:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life PSU Equity Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life PSU Equity Fund - Regular Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Aditya Birla Sun Life PSU Equity Fund - Regular Plan, is ₹35.0800 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
20.19
|
|
|
8.28
|
|
|
6.05
|
|
|
5.22
|
|
|
4.88
|
Over the past five years, Aditya Birla Sun Life PSU Equity Fund - Regular Plan has delivered an annualised return of 25.79% as of 19-Mar-2026.
The minimum investment required to start investing in Aditya Birla Sun Life PSU Equity Fund - Regular Plan is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
New Process Alert 
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.