Aditya Birla Sun Life Dividend Yield Fund vs SBI Dividend Yield Fund compare
SBI Dividend Yield Fund - Regular Plan - Growth
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Chart Comparison
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Fund | SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹8365 Cr | ₹1447 Cr | ₹1447 Cr |
| Min Investment | ₹5000 | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2023 | 26 Feb 2003 | 26 Feb 2003 |
| Category | Dividend Yield | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 3.53% | 24% | 24% |
| Expense Ratio | 1.79 | 2.23 | 2.23 |
| Manager | Rohit Shimpi | Dhaval Gala | Dhaval Gala |
| ISIN Code | INF200KA11W9 | INF209K01405 | INF209K01405 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit load of 1%, if redeemed within 90 days./365 | Exit load of 1%, if redeemed within 90 days./365 |
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 1 Month | -3.12% | -8.38% | -8.38% |
| 6 Month | 11.17% | 9.6% | 9.6% |
| 1 Year | 33.73% | 32.82% | 32.82% |
| 3 Year | - | 19.56% | 19.56% |
| 5 Year | - | 23.05% | 23.05% |
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 18.81% | 22.81% | 22.81% |
| 3 Year | - | 29.94% | 29.94% |
| 5 Year | - | 27.73% | 27.73% |
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| 1 Year | 36.16% | 16.13% | 16.13% |
| 3 Year | - | 16.49% | 16.49% |
| 5 Year | - | 13.22% | 13.22% |
| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Standard Deviation | - | 13.72% | 13.72% |
| Sharp | - | 1.03% | 1.03% |
| Beta | - | 1% | 1% |
| Alpha | - | 6.09% | 6.09% |
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| Scheme Name | SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Name | Rohit Shimpi | Dhaval Gala | Dhaval Gala |
| Total AUM | ₹15441 Cr | ₹23597 Cr | ₹23597 Cr |
| Fund Manage | 6 | 7 | 7 |
| SBI Dividend Yield Fund - Regular Plan - Growth | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
| Scheme Name |
SBI Dividend Yield Fund - Regular Plan - Growth |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Others | 10.33 | 8.66 | 13.92 |
| Large Cap | 64.29 | 49.53 | 44.06 |
| Mid Cap | 18.68 | 12.45 | 15.12 |
| Small Cap | 6.7 | 29.38 | 26.89 |
| Scheme Name |
SBI Dividend Yield Fund - Regular Plan - Growth |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
|---|---|---|---|
| Others | 5.07 | 3.3 | 3.55 |
| IT - Software | 13.83 | - | - |
| IT - Services | 1.88 | - | - |
| Transport Services | 1.76 | - | - |
| Construction | 4.97 | 0.95 | 3.99 |
| Banks | 14.55 | - | - |
| Diversified FMCG | 5.06 | - | - |
| Realty | 3.79 | - | - |
| Ferrous Metals | 1.39 | - | - |
| Transport Infrastructure | 1.47 | - | - |
| Automobiles | 10.06 | - | - |
| Capital Markets | 2.89 | - | - |
| Gas | 3.12 | - | - |
| Non - Ferrous Metals | 1.12 | - | - |
| Oil | 2.75 | - | - |
| Food Products | 1.22 | - | - |
| Personal Products | 1.87 | - | - |
| Industrial Products | 6.35 | - | - |
| Pharmaceuticals & Biotechnology | 2.52 | - | - |
| Auto Components | 4.2 | - | - |
| Cement & Cement Products | 1.32 | - | - |
| Power | 5.4 | - | - |
| Insurance | 1.58 | - | - |
| Finance | 1.83 | - | - |
| Consumer Staples | - | 8.52 | 16.42 |
| Textiles | - | 3.8 | 6.07 |
| Energy | - | 16.23 | 15.02 |
| Technology | - | 12.95 | 14.56 |
| Financial | - | 18.42 | 16.35 |
| Healthcare | - | 1.68 | 1.82 |
| Capital Goods | - | 6.59 | 3.57 |
| Metals & Mining | - | 2.68 | 5.79 |
| Materials | - | 5.55 | - |
| Automobile | - | 4.84 | 3.93 |
| Chemicals | - | 3.22 | 2.93 |
| Consumer Discretionary | - | 1.51 | - |
| Services | - | 9.68 | 5.99 |
| Communication | - | 0.1 | - |
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