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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) | ₹5521 Cr | ₹5533 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% | 3.41% |
| 6 Month | 9.41% | 8.34% |
| 1 Year | 6.64% | 4.1% |
| 3 Year | 29.31% | 28.11% |
| 5 Year | 33.32% | 33.7% |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 6.78% | 6.45% |
| 1 Year | 21.87% | 19.95% |
| 3 Year | 24.82% | 21.29% |
| 5 Year | 27.99% | 26% |
Rolling Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 3.36% | 33.42% |
| 3 Year | 6.66% | 33.46% |
| 5 Year | 5.75% | 30.6% |
Risk Management
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 20.5% | 21.45% |
| Sharp | 1.13% | 0.98% |
| Beta | 0.94% | 0.95% |
| Alpha | -2.68% | -2.72% |
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 | 2.17 | 2.41 |
| Mid Cap | 23.31 | 19.36 |
| Large Cap | 70.02 | 72.19 |
| Small Cap | 4.5 | 6.04 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.17 | 2.41 |
| Finance | 3.57 | - |
| Banks | 25.82 | - |
| Petroleum Products | 7.13 | - |
| Insurance | 6.82 | - |
| Gas | 14.6 | - |
| Non - Ferrous Metals | 1.94 | - |
| Oil | 4.39 | - |
| Electrical Equipment | 1.73 | - |
| Aerospace & Defense | 9.49 | - |
| Construction | 1.12 | - |
| Minerals & Mining | 3.86 | - |
| Power | 17.36 | - |
| Utilities | - | 24.53 |
| Financial Services | - | 37.19 |
| Basic Materials | - | 4.51 |
| Energy | - | 17.9 |
| Industrials | - | 13.47 |
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