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HDFC Dividend Yield Fund vs SBI Dividend Yield Fund compare
HDFC Dividend Yield Fund - Growth Plan
SBI Dividend Yield Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5983 Cr | ₹9206 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Dec 2020 | 14 Mar 2023 |
| Category | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 12.69% | 3.53% |
| Expense Ratio | 1.81 | 1.78 |
| Manager | Gopal Agrawal | Rohit Shimpi |
| ISIN Code | INF179KC1AR9 | INF200KA11W9 |
| 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.01% | 1.44% |
| 6 Month | -5.7% | -5.43% |
| 1 Year | 3.25% | 2.69% |
| 3 Year | 18.49% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.44% | -0.97% |
| 1 Year | -7.28% | -8.83% |
| 3 Year | 16.7% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 24.83% | 34.63% |
| 3 Year | 25.67% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.824% | - |
| Sharp | 0.824% | - |
| Beta | 0.97% | - |
| Alpha | 3.572% | - |
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Fund Managers
| Scheme Name | HDFC Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Name | Gopal Agrawal | Rohit Shimpi |
| Total AUM | ₹110269 Cr | ₹15441 Cr |
| Funds Managed | 5 | 6 |
| HDFC Dividend Yield Fund - Growth Plan | SBI Dividend Yield Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Dividend Yield Fund - Growth Plan |
SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.82 | 9.12 |
| Large Cap | 65.14 | 66.32 |
| Small Cap | 22.11 | 7.05 |
| Mid Cap | 10.93 | 17.51 |
Sector Allocation
| Scheme Name |
HDFC Dividend Yield Fund - Growth Plan |
SBI Dividend Yield Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.45 | 6.14 |
| Communication Services | 3.87 | - |
| Basic Materials | 4.65 | 4.36 |
| Energy | 5.63 | 4.53 |
| Technology | 13.58 | 18.39 |
| Industrials | 14.99 | 10.46 |
| Consumer Cyclical | 10.38 | 12.14 |
| Financial Services | 27.46 | 17.9 |
| Consumer Defensive | 5.53 | 9.92 |
| Healthcare | 8 | 5.47 |
| Utilities | 4.48 | 7.83 |
| Real Estate | - | 2.86 |
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