Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth
Aditya Birla Sun Life Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
5,925 cr
TER direct / regular
0.71% / 1.88%
CAGR (full)
26.0%
Sharpe (full)
0.95
Sharpe (bull ≤Sep-24)
2.53
Sharpe (sideways Oct-24→)
-0.12
Max drawdown
-26.8%
Months of data
79
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
33.2%
12.1%
1.51
12
FY23
14.6%
11.4%
0.50
12
FY24
94.4%
48.1%
2.96
12
FY25
-1.0%
-8.1%
-0.18
12
FY26
8.0%
9.2%
0.18
12
FY27*
10.2%
-8.2%
0.95
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2020
-8.0
-17.2
+9.3
-4.1
+9.7
+0.9
+3.8
-8.5
-0.2
+13.7
+8.2
+3.1
2021
-1.0
+18.1
-2.0
+1.6
+11.1
+3.1
+0.2
+0.4
+7.9
-0.6
-3.3
+0.6
+39.9
2022
+8.5
-3.3
+4.0
+2.8
-4.0
-7.2
+8.8
+7.6
-3.2
+8.0
+5.9
+0.9
+30.5
2023
-2.5
-3.3
+1.5
+6.3
+1.4
+3.5
+9.5
-0.2
+10.7
-4.3
+12.3
+16.3
+61.5
2024
+11.8
+3.7
-0.5
+9.0
+0.9
+1.9
+6.2
-2.3
-0.9
-7.6
-0.4
-5.4
+15.7
2025
-2.1
-11.2
+13.5
+3.1
+3.7
+2.3
-4.2
-3.8
+6.8
+4.4
-0.3
+1.1
+11.6
2026
+3.0
+6.1
-12.7
+12.2
-2.2
+0.4
-0.8
+0.8
+5.1
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard