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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) | ₹9094 Cr | ₹1432 Cr | ₹1432 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 | 0.83% | 0.75% | 0.75% |
| 6 Month | 9.68% | 8.55% | 8.55% |
| 1 Year | -2.96% | -8.4% | -8.4% |
| 3 Year | - | 20.64% | 20.64% |
| 5 Year | - | 22.44% | 22.44% |
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 | 2.42% | 0.83% | 0.83% |
| 1 Year | 9% | 4.28% | 4.28% |
| 3 Year | - | 13.62% | 13.62% |
| 5 Year | - | 16.93% | 16.93% |
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 | 18.63% | 15.34% | 15.34% |
| 3 Year | - | 16.91% | 16.91% |
| 5 Year | - | 13.61% | 13.61% |
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 | - | 0.97% | 0.97% |
| Beta | - | 1% | 1% |
| Alpha | - | 3.39% | 3.39% |
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 | 9.06 | 10.24 | 10.24 |
| Large Cap | 70.36 | 61.87 | 61.87 |
| Mid Cap | 13.46 | 6.73 | 6.73 |
| Small Cap | 7.12 | 21.17 | 21.17 |
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 | 2.22 | 2.81 | 2.81 |
| Technology | 14.28 | 17.14 | 17.14 |
| Industrials | 10.91 | 6.58 | 6.58 |
| Basic Materials | 6.4 | 6.03 | 6.03 |
| Financial Services | 21.22 | 21.21 | 21.21 |
| Energy | 4.05 | 7.17 | 7.17 |
| Consumer Defensive | 9.46 | 16.94 | 16.94 |
| Real Estate | 5.36 | 0.91 | 0.91 |
| Consumer Cyclical | 13.04 | 8.62 | 8.62 |
| Healthcare | 6.42 | 2.26 | 2.26 |
| Utilities | 6.64 | 9.27 | 9.27 |
| Communication Services | - | 1.06 | 1.06 |
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