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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) | ₹5259 Cr | ₹5582 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 | 2.01% | 2.04% |
| 6 Month | 5.08% | 4.61% |
| 1 Year | -2.21% | -6.17% |
| 3 Year | 38.53% | 35.97% |
| 5 Year | 30.56% | 31.07% |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 9.76% | 9.52% |
| 1 Year | 9.75% | 7.34% |
| 3 Year | 29.29% | 25.99% |
| 5 Year | 30.41% | 29.01% |
Rolling Lumpsum Returns
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 5.13% | 36.16% |
| 3 Year | 6.43% | 34% |
| 5 Year | 5.49% | 27.9% |
Risk Management
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 22.09% | 21.57% |
| Sharp | 1.31% | 1.25% |
| Beta | 0.96% | 0.96% |
| Alpha | -0.07% | -1.86% |
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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 | 4.59 | 5.27 |
| Mid Cap | 21.73 | 21.13 |
| Large Cap | 70.62 | 65.92 |
| Small Cap | 3.06 | 7.68 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.59 | 5.27 |
| Finance | 4.52 | - |
| Banks | 23.07 | - |
| Petroleum Products | 7.03 | - |
| Insurance | 7.66 | - |
| Gas | 14.4 | - |
| Non - Ferrous Metals | 1.71 | - |
| Oil | 4.69 | - |
| Aerospace & Defense | 9.93 | - |
| Construction | 1.4 | - |
| Consumable Fuels | 1.17 | - |
| Minerals & Mining | 3.78 | - |
| Power | 16.05 | - |
| Utilities | - | 24.51 |
| Financial Services | - | 33.91 |
| Basic Materials | - | 4.45 |
| Energy | - | 18.36 |
| Industrials | - | 13.5 |
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