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SBI Dividend Yield Fund vs HDFC Dividend Yield Fund compare

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tortoise-icon HDFC Dividend Yield Fund - Growth Plan

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tortoise-icon SBI Dividend Yield Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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