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Aditya Birla Sun Life Dividend Yield Fund vs HDFC Dividend Yield Fund compare
HDFC Dividend Yield Fund - Growth Plan
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Fund | HDFC Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
| Investment Plan | Dividend | Dividend | Dividend |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹6597 Cr | ₹1524 Cr | ₹1524 Cr |
| Min Investment | ₹100 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 14 Dec 2020 | 26 Feb 2003 | 26 Feb 2003 |
| Category | Dividend Yield | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 12.69% | 24% | 24% |
| Expense Ratio | 1.81 | 2.21 | 2.21 |
| Manager | Gopal Agrawal | Dhaval Gala | Dhaval Gala |
| ISIN Code | INF179KC1AR9 | INF209K01405 | INF209K01405 |
| Exits Load | HDFC Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 1 Month | -1.72% | -3.37% | -3.37% |
| 6 Month | 7.29% | 2.66% | 2.66% |
| 1 Year | -4.61% | -8.08% | -8.08% |
| 3 Year | 19.89% | 21.1% | 21.1% |
| 5 Year | - | 23.1% | 23.1% |
SIP Return Analysis
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 6 Month | 4.99% | 3.2% | 3.2% |
| 1 Year | 3.9% | -2.23% | -2.23% |
| 3 Year | 16.8% | 16.31% | 16.31% |
| 5 Year | - | 18.84% | 18.84% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 1 Year | 22.91% | 15.74% | 15.74% |
| 3 Year | 24.45% | 16.7% | 16.7% |
| 5 Year | - | 13.45% | 13.45% |
Risk Management
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Standard Deviation | 14.12% | 13.72% | 13.72% |
| Sharp | 1.17% | 1.3% | 1.3% |
| Beta | 0.98% | 0.97% | 0.97% |
| Alpha | 2.64% | 3.88% | 3.88% |
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Fund Managers
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Name | Gopal Agrawal | Dhaval Gala | Dhaval Gala |
| Total AUM | ₹110269 Cr | ₹23597 Cr | ₹23597 Cr |
| Funds Managed | 5 | 7 | 7 |
| HDFC Dividend Yield Fund - Growth Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
HDFC Dividend Yield Fund - Growth Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Others | 3.9 | 9.41 | 9.41 |
| Large Cap | 63.04 | 60.97 | 60.97 |
| Small Cap | 21.55 | 23.39 | 23.39 |
| Mid Cap | 11.51 | 6.22 | 6.22 |
Sector Allocation
| Scheme Name |
HDFC Dividend Yield Fund - Growth Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Others | 0.85 | 2.04 | 2.04 |
| Financial Services | 28.7 | 20.83 | 20.83 |
| Communication Services | 5.87 | 0.83 | 0.83 |
| Basic Materials | 4.64 | 6.04 | 6.04 |
| Energy | 5.86 | 7.82 | 7.82 |
| Industrials | 13.84 | 7.84 | 7.84 |
| Technology | 11.36 | 18.34 | 18.34 |
| Consumer Cyclical | 10.52 | 7.69 | 7.69 |
| Consumer Defensive | 5.05 | 15.25 | 15.25 |
| Real Estate | 0.6 | 1.26 | 1.26 |
| Healthcare | 7.85 | 2.35 | 2.35 |
| Utilities | 4.86 | 9.72 | 9.72 |
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