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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -2.66% | -2.68% |
| 6 Month | 2.9% | 1.99% |
| 1 Year | 1.51% | 0.42% |
| 3 Year | 26.22% | 24.1% |
| 5 Year | 28.49% | 28.05% |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.04% | 1.99% |
| 1 Year | 15.92% | 14.76% |
| 3 Year | 21.5% | 17.85% |
| 5 Year | 25.66% | 23.64% |
Rolling Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 3.3% | 31.46% |
| 3 Year | 6.8% | 32.93% |
| 5 Year | 5.88% | 31.21% |
Risk Management
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 21.68% | 21.41% |
| Sharp | 0.94% | 0.89% |
| Beta | 0.94% | 0.94% |
| Alpha | -1.16% | -2.54% |
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 | 3.45 | 3.5 |
| Mid Cap | 23.7 | 18.65 |
| Large Cap | 70.28 | 72.53 |
| Small Cap | 2.57 | 5.32 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.48 | 2.08 |
| Financial Services | 37.03 | 37.26 |
| Energy | 13.78 | 17.11 |
| Utilities | 29.3 | 24.28 |
| Basic Materials | 5.75 | 5.41 |
| Industrials | 12.67 | 13.86 |
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