Aditya Birla Sun Life Dividend Yield Fund vs Tata Dividend Yield Fund compare
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Tata Dividend Yield Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1447 Cr | ₹1447 Cr | ₹998 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2003 | 26 Feb 2003 | 20 May 2021 |
| Category | Dividend Yield | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY Div Opps 50 TRI |
| Turn Over | 24% | 24% | 75.41% |
| Expense Ratio | 2.23 | 2.23 | 2.17 |
| Manager | Dhaval Gala | Dhaval Gala | Sailesh Jain |
| ISIN Code | INF209K01405 | INF209K01405 | INF277K018Z2 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | Exit load of 1%, if redeemed within 90 days./365 | For units in excess of 12% of the investment,1% will be charged for redemption within 365 days/365 |
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 4.83% | 4.83% | 0.47% |
| 6 Month | 25.12% | 25.12% | 17.89% |
| 1 Year | 49.15% | 49.15% | 39.05% |
| 3 Year | 24.7% | 24.7% | 20.07% |
| 5 Year | 26.25% | 26.25% | - |
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 19.41% | 19.41% | 17.98% |
| 3 Year | 51.88% | 51.88% | 43.8% |
| 5 Year | 97.05% | 97.05% | 45.4% |
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 26% | 26% | 18.86% |
| 3 Year | 70.04% | 70.04% | 50.8% |
| 5 Year | 103.24% | 103.24% | 51% |
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 13.72% | 13.72% | 13.11% |
| Sharp | 1.26% | 1.26% | 1.06% |
| Beta | 0.99% | 0.99% | 0.83% |
| Alpha | 6.28% | 6.28% | -2.6% |
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| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Dhaval Gala | Dhaval Gala | Sailesh Jain |
| Total AUM | ₹23597 Cr | ₹23597 Cr | ₹17041 Cr |
| Fund Manage | 7 | 7 | 7 |
| Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
| Scheme Name |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 8.66 | 13.92 | 5.38 |
| Small Cap | 29.38 | 26.89 | 19.37 |
| Large Cap | 49.53 | 44.06 | 51.91 |
| Mid Cap | 12.45 | 15.12 | 23.34 |
| Scheme Name |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 3.3 | 3.55 | 3.14 |
| Consumer Staples | 8.52 | 16.42 | 6.23 |
| Textiles | 3.8 | 6.07 | - |
| Energy | 16.23 | 15.02 | 11.78 |
| Technology | 12.95 | 14.56 | 5.88 |
| Financial | 18.42 | 16.35 | 26.57 |
| Healthcare | 1.68 | 1.82 | 3.29 |
| Capital Goods | 6.59 | 3.57 | 17.48 |
| Metals & Mining | 2.68 | 5.79 | 2.95 |
| Materials | 5.55 | - | 3.21 |
| Automobile | 4.84 | 3.93 | 3.45 |
| Chemicals | 3.22 | 2.93 | 3.31 |
| Consumer Discretionary | 1.51 | - | 1.69 |
| Construction | 0.95 | 3.99 | 5.36 |
| Services | 9.68 | 5.99 | 5.31 |
| Communication | 0.1 | - | - |
| Unclassified | - | - | 0.35 |
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