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SBI PSU Fund vs Aditya Birla Sun Life PSU Equity Fund compare
SBI PSU Fund - Regular Plan -Growth
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
Chart Comparison
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 | Very High |
| 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 | 3.64% | 2.62% |
| 6 Month | -1.92% | -2.38% |
| 1 Year | -2.53% | -6.78% |
| 3 Year | 36.12% | 33.62% |
| 5 Year | 31.24% | 32.17% |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 10.23% | 9.99% |
| 1 Year | 6.39% | 3.48% |
| 3 Year | 29.78% | 26.02% |
| 5 Year | 30.31% | 28.87% |
Rolling Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 5.13% | 36.16% |
| 3 Year | 6.43% | 34% |
| 5 Year | 5.49% | 27.9% |
Risk Management
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 20.5% | 20.487% |
| Sharp | 1.17% | 1.023% |
| Beta | 0.92% | - |
| Alpha | -0.15% | - |
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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 |
| Funds Managed | 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 | 3.7 | 2.78 |
| Mid Cap | 21.65 | 22.03 |
| Large Cap | 71.8 | 65.23 |
| Small Cap | 2.85 | 9.95 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.7 | 2.78 |
| Finance | 4.63 | - |
| Banks | 23.39 | - |
| Petroleum Products | 7.14 | - |
| Insurance | 7.58 | - |
| Gas | 15.01 | - |
| Non - Ferrous Metals | 1.55 | - |
| Oil | 4.82 | - |
| Aerospace & Defense | 8.47 | - |
| Construction | 1.14 | - |
| Consumable Fuels | 1.19 | - |
| Minerals & Mining | 3.59 | - |
| Power | 17.79 | - |
| Utilities | - | 26.81 |
| Financial Services | - | 34.09 |
| Basic Materials | - | 5.36 |
| Energy | - | 18.56 |
| Industrials | - | 12.4 |
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