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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 | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹9206 Cr | ₹1461 Cr | ₹1461 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 | 2.66% | 4.31% | 4.31% |
| 6 Month | -4.34% | -6.21% | -6.21% |
| 1 Year | -0.4% | 0.69% | 0.69% |
| 3 Year | - | 25.14% | 25.14% |
| 5 Year | - | 26.08% | 26.08% |
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 | 5.83% | 6.7% | 6.7% |
| 1 Year | 0.92% | 0.02% | 0.02% |
| 3 Year | - | 18.52% | 18.52% |
| 5 Year | - | 20.05% | 20.05% |
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 | 33.26% | 15.74% | 15.74% |
| 3 Year | - | 16.7% | 16.7% |
| 5 Year | - | 13.45% | 13.45% |
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 | - | 1.03% | 1.03% |
| Beta | - | 0.97% | 0.97% |
| Alpha | - | 3.69% | 3.69% |
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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 | 9.12 | 11.6 | 12.18 |
| Large Cap | 66.32 | 64.3 | 58.02 |
| Mid Cap | 17.51 | 6.98 | 9.48 |
| Small Cap | 7.05 | 19 | 20.31 |
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 | 6.14 | 11.6 | 4.91 |
| Technology | 18.39 | - | 20.67 |
| Industrials | 10.46 | - | 7.25 |
| Financial Services | 17.9 | - | 16.61 |
| Energy | 4.53 | - | 7.63 |
| Consumer Defensive | 9.92 | - | 13.22 |
| Consumer Cyclical | 12.14 | - | 9.47 |
| Basic Materials | 4.36 | - | 5.79 |
| Real Estate | 2.86 | - | 1.38 |
| Healthcare | 5.47 | - | 2.31 |
| Utilities | 7.83 | - | 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 | - |
| Communication Services | - | - | 0.71 |
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