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Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth

Aditya Birla Sun Life PSU Equity Fund - Portfolio Analysis

  • ₹31.74 (0.44%)

    Current NAV 23-12-2024

  • 18.34%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 93.01%
  • Others 7%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 61.55
Mid Cap 22.22
Small Cap 8.96
Others 0.28

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Energy

Financial

Capital Goods

Metals & Mining

Materials

Services

Insurance

Construction

Chemicals

Consumer Staples

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
24-Dec-2024
Holdings PE Ratio
24-Dec-2024
1Y Return
State Bank of India Large Cap Financial (11.11) 10.14% 10.13 27.54%
NTPC Ltd. Large Cap Energy (23.16) 7.34% 14.75 10.92%
Oil & Natural Gas Corporation Ltd. Large Cap Energy (8.26) 5.81% 7.54 17.21%
Power Grid Corporation Of India Ltd. Large Cap Energy (30.38) 5.24% 18.33 33.62%
Bank Of Baroda Large Cap Financial (11.11) 5.06% 6.33 9.57%
Coal India Ltd. Large Cap Materials (17.91) 5% 6.58 5.95%
GAIL (India) Ltd. Large Cap Energy (16.19) 4.98% 11.28 30.77%
Bharat Electronics Ltd. Large Cap Capital Goods (47.38) 4.49% 47.01 66.97%
Bank of India Mid Cap Financial (11.11) 4.27% 5.97 -8.4%
NMDC Ltd. Mid Cap Metals & Mining (10.05) 3.88% 10.88 109.86%
Hindustan Aeronautics Ltd. Large Cap Capital Goods (47.38) 3.04% 33.06 55.77%
Bharat Heavy Electricals Ltd. Mid Cap Capital Goods (111.46) 2.98% 351.76 34.19%
Life Insurance Corporation of India Large Cap Insurance (20.92) 2.49% 13.56 12.27%
Container Corporation Of India Ltd. Mid Cap Services (40.92) 2.4% 37.23 -6.79%
Punjab National Bank Large Cap Financial (11.11) 2.06% 8.09 14.1%
Power Finance Corporation Ltd. Large Cap Financial (15.57) 1.83% 7.03 16.74%
Indian Oil Corporation Ltd. Large Cap Energy (16.19) 1.78% 11.12 11.64%
Bharat Petroleum Corporation Ltd. Large Cap Energy (16.19) 1.7% 9.65 30.69%
NLC India Ltd. Small Cap Energy (23.16) 1.64% 18.2 7.59%
LIC Housing Finance Ltd. Mid Cap Financial (19.6) 1.63% 6.57 12.83%
Indian Railway Catering And Tourism Corporation Ltd. Mid Cap Services (58.23) 1.55% 52.69 -8.21%
Indraprastha Gas Ltd. Mid Cap Energy (22.65) 1.29% 15.02 -2.98%
Gujarat Gas Ltd. Mid Cap Energy (16.19) 1.2% 27.31 12.67%
Mahanagar Gas Ltd. Small Cap Energy (22.65) 1.15% 10.77 4.16%
BEML Ltd. Small Cap Capital Goods (79.1) 1.11% 72.93 165.94%
Rites Ltd. Small Cap Construction (38.36) 1.05% 33.82 15.14%
Gujarat State Fertilizers & Chemicals Ltd. Small Cap Chemicals (39.88) 1.02% 15.36 -9.1%
The Jammu & Kashmir Bank Ltd. Small Cap Financial (18.92) 1.02% 5.33 -23.12%
Steel Authority Of India Ltd. Mid Cap Metals & Mining (29.78) 0.83% 19.41 5.34%
Mazagon Dock Shipbuilders Ltd. Mid Cap Capital Goods (49.89) 0.81% 36.34 118.51%
Engineers India Ltd. Small Cap Construction (57.86) 0.81% 28.17 15.16%
MOIL Ltd. Small Cap Metals & Mining (10.05) 0.63% 22.2 98.68%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (16.19) 0.57% 20.88 67.41%
Union Bank of India Large Cap Financial (11.11) 0.56% 5.9 0.3%
Bank of Maharashtra Mid Cap Financial (11.11) 0.49% 8.44 17.96%
Petronet LNG Ltd. Mid Cap Energy (22.65) 0.32% 12.89 58.7%
Bharat Dynamics Ltd. Capital Goods 0.28% - 0%
National Aluminium Company Ltd. Small Cap Metals & Mining (31.69) 0.16% 12.71 86.38%
Tamil Nadu Newsprint & Papers Ltd. Small Cap Consumer Staples (10.03) 0.14% 6.8 26.75%
Gujarat Alkalies And Chemicals Ltd. Small Cap Chemicals (19.71) 0.13% -24.2 -1.7%
BEML Land Assets Ltd. Small Cap Services 0.05% - 0%
Gujarat Narmada Valley Fertilizers & Chemicals Ltd. Small Cap Chemicals (39.88) 0.05% 18.97 -20.56%
REC Ltd. Large Cap Financial (15.57) 0.03% 8.98 24.84%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 7

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 8.16% - 0%
Others Others -1.16% - 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Aditya Birla Sun Life PSU Equity Fund?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Aditya Birla Sun Life PSU Equity Fund?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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