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SBI PSU Fund vs Aditya Birla Sun Life PSU Equity Fund compare

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tortoise-icon SBI PSU Fund - Regular Plan -Growth

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tortoise-icon Aditya Birla Sun Life PSU Equity 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 SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
Fund SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹4543 Cr ₹5169 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 12 Jul 2010 31 Dec 2019
Category PSU Themes PSU Themes
Fund Type Open Ended Open Ended
Benchmark BSE PSU TRI BSE PSU
Turn Over 63% 54%
Expense Ratio 1.88 1.81
Manager Richard D'souza Dhaval Gala
ISIN Code INF200K01BC0 INF209KB1O66
Exits Load SBI PSU Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 Aditya Birla Sun Life PSU Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
1 Month -7.84% -8.04%
6 Month -17.97% -20.51%
1 Year -5.7% -13.27%
3 Year 28.25% 26.04%
5 Year 22.24% 24.56%

SIP Return Analysis

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
6 Month - -
1 Year -22.2% -28.31%
3 Year 25.22% 21.17%
5 Year 27.28% 26.34%

Rolling Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
1 Year 5.96% 37.23%
3 Year 6.2% 36.05%
5 Year 5.31% 25.22%

Risk Management

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
Standard Deviation 20.5% 19.35%
Sharp 1.03% 1.61%
Beta 0.94% 0.92%
Alpha -4.37% 2.04%

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Fund Managers

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
Name Richard D'souza Dhaval Gala
Total AUM ₹1701 Cr ₹23597 Cr
Fund Manage 2 7
SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI PSU Fund - Regular Plan -Growth

Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth

Others 3.38 7.28
Mid Cap 20.84 22.22
Large Cap 72.65 61.55
Small Cap 3.13 8.96

Sector Allocation

Scheme Name

SBI PSU Fund - Regular Plan -Growth

Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth

Others 3.38 7
Finance 3.88 -
Banks 24.56 -
Petroleum Products 7.56 -
Aerospace & Defense 9.49 -
Insurance 8.32 2.49
Gas 13 -
Non - Ferrous Metals 2.54 -
Oil 4.49 -
Construction 1.39 1.86
Consumable Fuels 2.78 -
Minerals & Mining 4.61 -
Power 14 -
Energy - 33.02
Financial - 27.09
Chemicals - 1.2
Capital Goods - 12.71
Services - 4
Consumer Staples - 0.14
Metals & Mining - 5.5
Materials - 5

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