- 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
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) | ₹9279 Cr | ₹1490 Cr | ₹1490 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 | 1.99% | 2.52% | 2.52% |
| 6 Month | 4.97% | 4.22% | 4.22% |
| 1 Year | 0.28% | -2.68% | -2.68% |
| 3 Year | - | 17.83% | 17.83% |
| 5 Year | - | 20.4% | 20.4% |
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 | 3.85% | 3.92% | 3.92% |
| 1 Year | 14.22% | 13.07% | 13.07% |
| 3 Year | - | 13.91% | 13.91% |
| 5 Year | - | 16.94% | 16.94% |
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 | 18.63% | 14.91% | 14.91% |
| 3 Year | - | 17.06% | 17.06% |
| 5 Year | - | 13.72% | 13.72% |
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 | - | 14.07% | 14.07% |
| Sharp | - | 0.82% | 0.82% |
| Beta | - | 0.99% | 0.99% |
| Alpha | - | 2.97% | 2.97% |
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 | 8.47 | 7 | 10.64 |
| Large Cap | 71.03 | 62.08 | 62.65 |
| Mid Cap | 14.58 | 13.49 | 6.23 |
| Small Cap | 5.93 | 17.39 | 20.48 |
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 | 2.79 | 7 | 2.69 |
| Technology | 13.72 | - | 16.95 |
| Industrials | 8.86 | - | 6.53 |
| Basic Materials | 6.68 | - | 6.65 |
| Financial Services | 21.39 | - | 22.86 |
| Energy | 4.36 | - | 6.4 |
| Consumer Defensive | 10.18 | - | 15.73 |
| Real Estate | 5.68 | - | 0 |
| Consumer Cyclical | 13.58 | - | 8.74 |
| Healthcare | 6.02 | - | 3.01 |
| Utilities | 6.73 | - | 9.35 |
| Gas | - | 2.51 | - |
| IT - Software | - | 15.68 | - |
| Banks | - | 10.19 | - |
| Petroleum Products | - | 3.29 | - |
| Diversified FMCG | - | 10.19 | - |
| Pharmaceuticals & Biotechnology | - | 2.2 | - |
| Aerospace & Defense | - | 4.16 | - |
| Ferrous Metals | - | 0.61 | - |
| Finance | - | 7.91 | - |
| Agricultural Food & other Products | - | 0.65 | - |
| Telecom - Services | - | 1.09 | - |
| Automobiles | - | 4.06 | - |
| Diversified Metals | - | 2.12 | - |
| Oil | - | 1.06 | - |
| Food Products | - | 2.42 | - |
| Textiles & Apparels | - | 1.92 | - |
| Fertilizers & Agrochemicals | - | 1.68 | - |
| Consumer Durables | - | 0.48 | - |
| Power | - | 6.83 | - |
| Consumable Fuels | - | 2.05 | - |
| Personal Products | - | 0.91 | - |
| Minerals & Mining | - | 2.24 | - |
| Healthcare Services | - | 0.81 | - |
| Capital Markets | - | 6.01 | - |
| Commercial Services & Supplies | - | 1.89 | - |
| Communication Services | - | - | 1.09 |
Top Comparisons
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns17.99%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns15.82%
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
3Y Returns10.69%
Quant Aggressive Hybrid Fund-Growth
3Y Returns10.75%
Nippon India Gilt Fund - Growth Plan - Growth Option
3Y Returns6.32%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.63%
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.61%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns14.84%
