MonitorDirect · Growth
Aditya Birla Sun Life PSU Equity Fund
Aditya Birla Sun Life Mutual FundEquity Scheme - Sectoral/ Thematic6.7 years
The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs).
- NAV
- 38.52
- 15 Sept 2026
- 1Y
- +8.6%
- Trailing CAGR
- AUM
- ₹6,072.56 Cr
- 31 Aug 2026
- Volatility
- High
- 21.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+8.6%
- 3Y+18.4%
- 5Y+22.3%
- 10Yn/a
- SI+22.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-0.9%
- 3Y+7.1%
- 5Y+19.1%
- 10Yn/a
- Since inception
- +22.2%
- Calendar-day CAGR
- Excess 1Y
- +2.6%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 78
- Vs comparable share classes
- Worst rolling 3Y
- +18.4%
- 912 daily-ending windows
- Median rolling 3Y
- +32.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 423 daily-ending windows
- SIP 3Y XIRR
- +7.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 20 days
- 63 recovered episodes
- Longest recovery
- 347 days
- Trough to prior peak
- Current spell
- 201 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
15 Jan 2020 – 14 Dec 2020
Trough 24 Mar 2020 · recovered in 265 days
-33.8%
1 Aug 2024 – 10 Feb 2026
Trough 28 Feb 2025 · recovered in 347 days
-26.8%
21 Apr 2022 – 6 Sept 2022
Trough 20 Jun 2022 · recovered in 78 days
-18.4%
3 Jun 2024 – 15 Jul 2024
Trough 4 Jun 2024 · recovered in 41 days
-14.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
78
Vs category
66
Consistency
86
Risk-adjusted
66
Drawdown
16
Mean
62
Portfolio
31 Aug 2026 · 36 holdings · top 10 are 62.5%.
- Top 5
- 42.8%
- Top 10
- 62.5%
- Largest holding
- 17.8%
- Effective holdings
- 15.6
State Bank of India
Financial
17.8%
NTPC Ltd
Energy & Utilities
7.1%
Bharat Heavy Electricals Ltd
Industrials
6.8%
Power Grid Corporation of India Ltd
Energy & Utilities
6.1%
Bharat Electronics Ltd
Industrials
4.9%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +11.6%
- Vol
- 13.8%
- Max DD
- -17.8%
- Sharpe
- 0.48
- 3Y win
- +7%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Aditya Birla Sun Life Mutual Fund
- 1Y
- -2.5%
- 3Y
- +20.3%
- Vol
- 16.8%
- Max DD
- -42.2%
- Sharpe
- 0.20
- 3Y win
- n/a
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown
Aditya Birla Sun Life Transportation and Logistics Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +13.3%
- 3Y
- n/a
- Vol
- 18.1%
- Max DD
- -28.2%
- Sharpe
- 0.91
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Axis ESG Integration Strategy Fund
Axis Mutual Fund
- 1Y
- -4.4%
- 3Y
- +7.7%
- Vol
- 14.4%
- Max DD
- -24.3%
- Sharpe
- 0.54
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns