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) | ₹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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