Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth
Aditya Birla Sun Life Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
0.57%
AUM
₹3585.93 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+5.33%
Good
6 Months
+13.33%
Good
1 Year
+13.80%
Average
3 Years
+27.20%
Excellent
5 Years
+30.12%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹3585.93 Cr
Recent Trend
Growing
Stability Score
39.9
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+1.93%
3Y
3Y CAGR
+1106.74%
5Y
5Y CAGR
+13288.88%
Growth Assessment: Stable
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
20.40%
Annualized standard deviation
Sharpe Ratio
1.429
Good - Risk-adjusted return
Max Drawdown
-26.80%
High - Worst decline
Consistency
69.8%
Performance consistency
Volatility Breakdown
Daily Volatility
1.29%
Average daily price movement
Annualized Volatility
20.40%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance