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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) | ₹6329 Cr | ₹1432 Cr | ₹1432 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 | 3.17% | 2.35% | 2.35% |
| 6 Month | 16.43% | 11.59% | 11.59% |
| 1 Year | -4.96% | -8.86% | -8.86% |
| 3 Year | 19.18% | 20.31% | 20.31% |
| 5 Year | - | 21.77% | 21.77% |
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 | 3.56% | 1.77% | 1.77% |
| 1 Year | 8.75% | 1.53% | 1.53% |
| 3 Year | 15.49% | 14.22% | 14.22% |
| 5 Year | - | 17.3% | 17.3% |
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 | 21.53% | 15.54% | 15.54% |
| 3 Year | 23.98% | 16.81% | 16.81% |
| 5 Year | - | 13.55% | 13.55% |
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 | 13.57% | 13.72% | 13.72% |
| Sharp | 0.79% | 0.89% | 0.89% |
| Beta | 0.98% | 1% | 1% |
| Alpha | 2.90% | 3.6% | 3.6% |
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 | 4.07 | 9.93 | 9.93 |
| Large Cap | 62.46 | 60.51 | 60.51 |
| Small Cap | 21.77 | 22.87 | 22.87 |
| Mid Cap | 11.7 | 6.7 | 6.7 |
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 | 0.82 | 2.72 | 2.72 |
| Financial Services | 28.78 | 21.59 | 21.59 |
| Communication Services | 5.8 | 0.74 | 0.74 |
| Energy | 5.71 | 7.33 | 7.33 |
| Industrials | 13.87 | 7.22 | 7.22 |
| Technology | 10.65 | 16.9 | 16.9 |
| Consumer Cyclical | 10.7 | 8.06 | 8.06 |
| Basic Materials | 4.71 | 6.38 | 6.38 |
| Consumer Defensive | 5.26 | 16.39 | 16.39 |
| Real Estate | 0.62 | 0.98 | 0.98 |
| Healthcare | 8.18 | 2.24 | 2.24 |
| Utilities | 4.91 | 9.45 | 9.45 |
Top Comparisons
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