Aditya Birla Sun Life PSU Equity Fund - Direct Plan - GROWTH
code 147844 Sectoral/Thematic direct plan · growth NAVs 2020-01-01 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2024-08-05, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 5.72% | 5.72% | 6.25% | -0.53% | 2026-10-09 → 2026-11-09 |
| 3M | -1.11% | -1.11% | -3.26% | 2.14% | 2026-08-07 → 2026-11-09 |
| 6M | -2.63% | -2.63% | -6.24% | 3.61% | 2026-05-08 → 2026-11-09 |
| 1Y | 5.91% | 5.91% | 0.96% | 4.95% | 2025-11-07 → 2026-11-09 |
| 3Y | 19.61% | - | - | - | 2023-11-09 → 2026-11-09 |
| 5Y | 21.56% | - | - | - | 2021-11-09 → 2026-11-09 |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 22.26% | 1.73% | -0.52% | 2.25% | 2020-01-01 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| fund | 39.90% | 30.52% | 61.50% | 15.70% | 11.64% |
| benchmark | - | - | - | - | 11.59% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 310 | 9.23% | 9.79% | -13.76% | 38.57% | 81% | 53% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | |
|---|---|---|
| CAGR | 18.43% | 21.12% |
| volatility | 22.86% | 20.94% |
| max drawdown | -26.83% | -26.83% |
| downside deviation | 13.12% | 11.66% |
| Sharpe ratio | 0.60 | 0.75 |
| Sortino ratio | 1.04 | 1.35 |
| Calmar ratio | 0.69 | - |
| alpha (annualised) | - | - |
| beta | - | - |
| R² | - | - |
| tracking error | - | - |
| information ratio | - | - |
| up / down capture | - | - |
| Treynor ratio | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.