Aditya Birla Sun Life PSU Equity Fund Direct Growth

Scheme code: INF209KB1O82 NAV value: ₹ 37.7400 NAV date: 19 March, 2026 TER: 0.61%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-15.09	111.48	31.37	35.40	13.63
3 year	20.61	49.32	34.27	34.95	18.78
5 year	25.61	38.26	32.27	31.82	15.46

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	35.4
3 year	6.28	30.95	15.04	34.95
5 year	8.38	26.02	14.22	31.82
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	35.4
3 year	6.56	19.64	13.57	34.95
5 year	9.22	12.29	10.75	31.82

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	35.4
3 year	7.68	21.49	15.06	34.95
5 year	10.37	13.5	11.93	31.82

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	35.4
3 year	8.04	32.03	17.81	34.95
5 year	8.18	28.64	15.34	31.82
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,71,881 - Absolute Returns: ₹1,71,881 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹56,11,520 - Absolute Returns: ₹20,11,520 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,19,93,749 - Absolute Returns: ₹59,93,749 - CAGR: %

Max Drawdown

-33.76 %

Drawdown Duration

2 months

Recovery Time

9 months

Avg Drawdown

-7.22 %

1 Y

1.0485

3 Y

1.0352

5 Y

0.9425

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	18.71	1.00	114.3	91.1	22.71 %	4.00 %
3 years	17.04	1.26	129.0	108.4	29.57 %	11.28 %
5 years	16.64	1.07	113.9	95.1	26.29 %	9.44 %
7 years	11.63	0.90	103.9	91.1	20.95 %	9.65 %
10 years	7.60	0.90	103.9	91.1	14.24 %	6.66 %
12 years	6.11	0.90	103.9	91.1	11.73 %	5.52 %
15 years	4.67	0.90	103.9	91.1	9.28 %	4.39 %