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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) | ₹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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