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

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SBI PSU Fund - Regular Plan -Growth

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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	Very High
Asset Size (Cr)	₹5763 Cr	₹5627 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	1.87	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

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
1 Month	3.08%	3.59%
6 Month	6.79%	6.1%
1 Year	12.07%	10.95%
3 Year	28.79%	26.57%
5 Year	29.61%	28.99%

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
6 Month	6.96%	7.23%
1 Year	24%	23.07%
3 Year	22.96%	19.71%
5 Year	26.83%	24.87%

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
1 Year	3.32%	30.6%
3 Year	6.86%	32.59%
5 Year	5.95%	31.06%

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	0.98%	0.93%
Beta	0.93%	0.94%
Alpha	-2.4%	-3.95%

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

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
Others	3.96	3.2
Mid Cap	21.4	17.87
Large Cap	68.62	71.12
Small Cap	6.02	7.81

Scheme Name	SBI PSU Fund - Regular Plan -Growth	Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
Others	3.96	3.2
Finance	2.43	5.64
Banks	26.07	27.69
Petroleum Products	7.24	7.86
Insurance	6.32	4.66
Gas	13.67	8.76
Non - Ferrous Metals	2.26	0.93
Oil	4.22	5.3
Capital Markets	1.88	0.88
Electrical Equipment	2.02	4.03
Aerospace & Defense	9.27	7.92
Construction	1.09	-
Minerals & Mining	3.58	3.04
Power	15.99	14.04
Fertilizers & Agrochemicals	-	0.49
Transport Services	-	0.53
Ferrous Metals	-	0.96
Agricultural, Commercial & Construction Vehicles	-	0.68
Leisure Services	-	0.66
Consumable Fuels	-	2.73