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Aditya Birla Sun Life Dividend Yield Fund vs SBI Dividend Yield Fund compare

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tortoise-icon SBI Dividend Yield Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

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tortoise-icon Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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) ₹9206 Cr ₹1461 Cr ₹1461 Cr
Min Investment ₹5000 ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100 ₹100
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 14 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 1.78 2.21 2.21
Manager Rohit Shimpi Dhaval Gala Dhaval Gala
ISIN Code INF200KA11W9 INF209K01405 INF209K01405
Exits Load SBI Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Aditya Birla Sun Life Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

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 1.99% 1.24% 1.24%
6 Month -8.19% -11.69% -11.69%
1 Year 5.35% 4.56% 4.56%
3 Year - 18.16% 18.16%
5 Year - 26.59% 26.59%

SIP Return Analysis

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 -2.24% -4.43% -4.43%
1 Year -10.05% -14.09% -14.09%
3 Year - 16.23% 16.23%
5 Year - 19.13% 19.13%

Rolling Lumpsum Returns

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 34.63% 16.21% 16.21%
3 Year - 16.62% 16.62%
5 Year - 13.35% 13.35%

Risk Management

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 - 0.67% 0.67%
Beta - 0.99% 0.99%
Alpha - 3.6% 3.6%

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Fund Managers

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
Funds Managed 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

Market Cap

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 9.12 9.29 12.18
Large Cap 66.32 61.63 58.02
Mid Cap 17.51 9.36 9.48
Small Cap 7.05 19.48 20.31

Sector Allocation

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 6.14 9.29 4.91
Technology 18.39 - 20.67
Industrials 10.46 - 7.25
Financial Services 17.9 - 16.61
Energy 4.53 - 7.63
Consumer Defensive 9.92 - 13.22
Consumer Cyclical 12.14 - 9.47
Basic Materials 4.36 - 5.79
Real Estate 2.86 - 1.38
Healthcare 5.47 - 2.31
Utilities 7.83 - 10.05
Gas - 1.87 -
IT - Software - 17.77 -
Banks - 7.53 -
Petroleum Products - 2.85 -
Diversified FMCG - 10.39 -
Pharmaceuticals & Biotechnology - 2.25 -
Aerospace & Defense - 2.79 -
Automobiles - 4.43 -
Finance - 4.85 -
Agricultural Food & other Products - 0.7 -
Telecom - Services - 0.72 -
Diversified Metals - 1.88 -
Oil - 1.95 -
Food Products - 2.84 -
Realty - 1.17 -
Textiles & Apparels - 1.51 -
Fertilizers & Agrochemicals - 1.73 -
Capital Markets - 4.74 -
Consumer Durables - 0.81 -
Power - 8.2 -
Consumable Fuels - 2.99 -
Personal Products - 1.01 -
Minerals & Mining - 2.05 -
Industrial Products - 0.85 -
Commercial Services & Supplies - 2.59 -
Communication Services - - 0.71

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