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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 Very High
Asset Size (Cr) ₹5278 Cr ₹5418 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

Trailing Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
1 Month -3.22% -4.76%
6 Month 13.87% 13.6%
1 Year -11.67% -14.84%
3 Year 28.26% 26.37%
5 Year 28.92% 27.56%

SIP Return Analysis

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
6 Month -3.24% -4.25%
1 Year -3.22% -6.04%
3 Year 20.97% 17.14%
5 Year 26.12% 24.21%

Rolling Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
1 Year 4.28% 34.95%
3 Year 6.57% 33.95%
5 Year 5.67% 31.21%

Risk Management

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
Standard Deviation 20.5% 21.66%
Sharp 1.15% 1.04%
Beta 0.91% 0.95%
Alpha -1.86% -1.97%

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 2.69 2.97
Mid Cap 22.29 19.02
Large Cap 72.14 71.35
Small Cap 2.88 6.67

Sector Allocation

Scheme Name

SBI PSU Fund - Regular Plan -Growth

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

Others 2.69 2.97
Financial Services 34.8 36.26
Energy 15.36 18.02
Utilities 29.58 25.3
Basic Materials 5.49 4.28
Industrials 12.07 13.16

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