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Aditya Birla Sun Life Dividend Yield Fund vs SBI Dividend Yield Fund compare
SBI Dividend Yield Fund - Regular Plan - Growth
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 | SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Fund | SBI Dividend Yield Fund - Regular Plan - Growth | 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) | ₹9070 Cr | ₹1460 Cr | ₹1460 Cr |
| Min Investment | ₹5000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 14 Mar 2023 | 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 | 3.53% | 24% | 24% |
| Expense Ratio | 1.78 | 2.21 | 2.21 |
| Manager | Rohit Shimpi | Dhaval Gala | Dhaval Gala |
| ISIN Code | INF200KA11W9 | INF209K01405 | INF209K01405 |
| Exits Load | SBI 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 | SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 1 Month | -0.73% | -2.58% | -2.58% |
| 6 Month | 7.02% | 5.65% | 5.65% |
| 1 Year | -4.95% | -8.05% | -8.05% |
| 3 Year | - | 19.68% | 19.68% |
| 5 Year | - | 21.78% | 21.78% |
SIP Return Analysis
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 6 Month | 1.82% | 1.04% | 1.04% |
| 1 Year | -0.64% | -4.24% | -4.24% |
| 3 Year | - | 13.96% | 13.96% |
| 5 Year | - | 17.33% | 17.33% |
Rolling Lumpsum Returns
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 1 Year | 27.4% | 15.54% | 15.54% |
| 3 Year | - | 16.81% | 16.81% |
| 5 Year | - | 13.55% | 13.55% |
Risk Management
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Standard Deviation | - | 13.72% | 13.72% |
| Sharp | - | 1.01% | 1.01% |
| Beta | - | 0.99% | 0.99% |
| Alpha | - | 3.25% | 3.25% |
Fund Managers
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Name | Rohit Shimpi | Dhaval Gala | Dhaval Gala |
| Total AUM | ₹15441 Cr | ₹23597 Cr | ₹23597 Cr |
| Funds Managed | 6 | 7 | 7 |
| SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
SBI Dividend Yield Fund - Regular Plan - Growth |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Others | 8.87 | 9.93 | 9.93 |
| Large Cap | 69.43 | 60.51 | 60.51 |
| Mid Cap | 14.6 | 6.7 | 6.7 |
| Small Cap | 7.1 | 22.87 | 22.87 |
Sector Allocation
| Scheme Name |
SBI Dividend Yield Fund - Regular Plan - Growth |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Others | 2.46 | 2.72 | 2.72 |
| Technology | 14.19 | 16.9 | 16.9 |
| Industrials | 10.96 | 7.22 | 7.22 |
| Financial Services | 22.53 | 21.59 | 21.59 |
| Energy | 4.25 | 7.33 | 7.33 |
| Consumer Defensive | 9.11 | 16.39 | 16.39 |
| Real Estate | 6.41 | 0.98 | 0.98 |
| Consumer Cyclical | 11.95 | 8.06 | 8.06 |
| Basic Materials | 4.66 | 6.38 | 6.38 |
| Healthcare | 6.63 | 2.24 | 2.24 |
| Utilities | 6.84 | 9.45 | 9.45 |
| Communication Services | - | 0.74 | 0.74 |
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