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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 | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹5983 Cr | ₹1461 Cr | ₹1461 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 | 0.83% | 2.52% | 2.52% |
| 6 Month | -2.9% | -5.08% | -5.08% |
| 1 Year | 2.26% | 1.71% | 1.71% |
| 3 Year | 24.85% | 26.62% | 26.62% |
| 5 Year | - | 26.37% | 26.37% |
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 | 7.1% | 6.7% | 6.7% |
| 1 Year | 2.26% | 0.02% | 0.02% |
| 3 Year | 17.42% | 18.52% | 18.52% |
| 5 Year | - | 20.05% | 20.05% |
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 | 13.824% | 13.72% | 13.72% |
| Sharp | 0.824% | 1.03% | 1.03% |
| Beta | 0.97% | 0.97% | 0.97% |
| Alpha | 3.572% | 3.69% | 3.69% |
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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 | 1.82 | 11.6 | 12.18 |
| Large Cap | 65.14 | 64.3 | 58.02 |
| Small Cap | 22.11 | 19 | 20.31 |
| Mid Cap | 10.93 | 6.98 | 9.48 |
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 | 1.45 | 11.6 | 4.91 |
| Communication Services | 3.87 | - | 0.71 |
| Basic Materials | 4.65 | - | 5.79 |
| Energy | 5.63 | - | 7.63 |
| Technology | 13.58 | - | 20.67 |
| Industrials | 14.99 | - | 7.25 |
| Consumer Cyclical | 10.38 | - | 9.47 |
| Financial Services | 27.46 | - | 16.61 |
| Consumer Defensive | 5.53 | - | 13.22 |
| Healthcare | 8 | - | 2.31 |
| Utilities | 4.48 | - | 10.05 |
| Gas | - | 2.06 | - |
| IT - Software | - | 16.26 | - |
| Banks | - | 8.45 | - |
| Petroleum Products | - | 3.14 | - |
| Diversified FMCG | - | 10.55 | - |
| Pharmaceuticals & Biotechnology | - | 2.3 | - |
| Aerospace & Defense | - | 3.51 | - |
| Automobiles | - | 4.29 | - |
| Finance | - | 4.87 | - |
| Agricultural Food & other Products | - | 0.83 | - |
| Telecom - Services | - | 0.86 | - |
| Diversified Metals | - | 1.89 | - |
| Oil | - | 2 | - |
| Food Products | - | 2.38 | - |
| Realty | - | 1.08 | - |
| Textiles & Apparels | - | 1.35 | - |
| Fertilizers & Agrochemicals | - | 1.68 | - |
| Capital Markets | - | 5.16 | - |
| Consumer Durables | - | 0.44 | - |
| Power | - | 7.87 | - |
| Consumable Fuels | - | 2.95 | - |
| Personal Products | - | 1.13 | - |
| Minerals & Mining | - | 2.01 | - |
| Industrial Products | - | 0.86 | - |
| Commercial Services & Supplies | - | 2.36 | - |
| Real Estate | - | - | 1.38 |
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