- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Dividend Yield Fund vs Aditya Birla Sun Life Dividend Yield Fund compare
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
Chart Comparison
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 | Dividend | Dividend | Dividend |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹6191 Cr | ₹1445 Cr | ₹1445 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 | 3.28% | 2.84% | 2.84% |
| 6 Month | 8.09% | 7.44% | 7.44% |
| 1 Year | 1.94% | -3.1% | -3.1% |
| 3 Year | 18.81% | 19.61% | 19.61% |
| 5 Year | - | 22.76% | 22.76% |
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 | 0.43% | -0.25% | -0.25% |
| 1 Year | 6.89% | 2.47% | 2.47% |
| 3 Year | 12.81% | 11.77% | 11.77% |
| 5 Year | - | 15.93% | 15.93% |
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 | 20.04% | 15.34% | 15.34% |
| 3 Year | 23.03% | 16.91% | 16.91% |
| 5 Year | - | 13.61% | 13.61% |
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 | 13.45% | 14.17% | 14.17% |
| Sharp | 0.87% | 0.88% | 0.88% |
| Beta | 0.99% | 0.99% | 0.99% |
| Alpha | 2.36% | 3.16% | 3.16% |
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 | 3.95 | 10 | 10 |
| Large Cap | 64.64 | 62.55 | 62.55 |
| Small Cap | 20.83 | 20.85 | 20.85 |
| Mid Cap | 10.58 | 6.6 | 6.6 |
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 | 0.37 | 2.77 | 2.77 |
| Financial Services | 29.24 | 22.22 | 22.22 |
| Communication Services | 6.1 | 1.06 | 1.06 |
| Energy | 5.98 | 6.44 | 6.44 |
| Industrials | 12.61 | 6.59 | 6.59 |
| Technology | 11.26 | 16.29 | 16.29 |
| Consumer Cyclical | 10.91 | 8.83 | 8.83 |
| Basic Materials | 4.7 | 6.91 | 6.91 |
| Consumer Defensive | 4.98 | 16.18 | 16.18 |
| Real Estate | 0.69 | 1.07 | 1.07 |
| Healthcare | 7.96 | 2.15 | 2.15 |
| Utilities | 5.17 | 9.49 | 9.49 |
Top Comparisons
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns14.11%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.15%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns15.29%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
SBI Gold Fund Regular Plan - Growth
3Y Returns32.03%
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns31.39%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns15.32%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns17.8%
