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SBI Dividend Yield Fund vs Aditya Birla Sun Life 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) | ₹9321 Cr | ₹1524 Cr | ₹1524 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 | -2.48% | -5.02% | -5.02% |
| 6 Month | 0.89% | -0.71% | -0.71% |
| 1 Year | -7.72% | -9.74% | -9.74% |
| 3 Year | - | 20.05% | 20.05% |
| 5 Year | - | 22.64% | 22.64% |
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 | 3.29% | 3.2% | 3.2% |
| 1 Year | 0.27% | -2.23% | -2.23% |
| 3 Year | - | 16.31% | 16.31% |
| 5 Year | - | 18.84% | 18.84% |
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 | 27.4% | 15.54% | 15.54% |
| 3 Year | - | 16.81% | 16.81% |
| 5 Year | - | 13.55% | 13.55% |
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 | - | 1.3% | 1.3% |
| Beta | - | 0.97% | 0.97% |
| Alpha | - | 3.88% | 3.88% |
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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 | 8.39 | 9.41 | 9.41 |
| Large Cap | 68.97 | 60.97 | 60.97 |
| Mid Cap | 15.21 | 6.22 | 6.22 |
| Small Cap | 7.44 | 23.39 | 23.39 |
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 | 2.35 | 2.04 | 2.04 |
| Technology | 15.4 | 18.34 | 18.34 |
| Industrials | 10.81 | 7.84 | 7.84 |
| Financial Services | 21.72 | 20.83 | 20.83 |
| Energy | 4.41 | 7.82 | 7.82 |
| Consumer Defensive | 8.93 | 15.25 | 15.25 |
| Real Estate | 6.04 | 1.26 | 1.26 |
| Consumer Cyclical | 11.85 | 7.69 | 7.69 |
| Basic Materials | 4.56 | 6.04 | 6.04 |
| Healthcare | 6.69 | 2.35 | 2.35 |
| Utilities | 7.23 | 9.72 | 9.72 |
| Communication Services | - | 0.83 | 0.83 |
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