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Aditya Birla Sun Life Dividend Yield Fund vs HDFC Dividend Yield Fund compare

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tortoise-icon HDFC Dividend Yield Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

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tortoise-icon Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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