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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
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 Risk | Very High Risk | Very High Risk |
| 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 | -3.31% | -3.98% | -3.98% |
| 6 Month | -11.76% | -13.75% | -13.75% |
| 1 Year | 3.9% | 2.13% | 2.13% |
| 3 Year | - | 19.65% | 19.65% |
| 5 Year | - | 20.26% | 20.26% |
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 | - | - | - |
| 1 Year | -9.9% | -9.58% | -9.58% |
| 3 Year | - | 18.83% | 18.83% |
| 5 Year | - | 21.25% | 21.25% |
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 | - | 0.87% | 0.87% |
| Beta | - | 1% | 1% |
| Alpha | - | 5.08% | 5.08% |
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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 |
| 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 |
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 | 10.33 | 8.12 | 8.12 |
| Large Cap | 64.29 | 55 | 55 |
| Mid Cap | 18.68 | 10.41 | 10.41 |
| Small Cap | 6.7 | 26.51 | 26.51 |
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 | 5.07 | 8.12 | 8.12 |
| IT - Software | 13.83 | 15.89 | 15.89 |
| IT - Services | 1.88 | - | - |
| Transport Services | 1.76 | 0.38 | 0.38 |
| Construction | 4.97 | - | - |
| Banks | 14.55 | 8.6 | 8.6 |
| Diversified FMCG | 5.06 | 5.74 | 5.74 |
| Realty | 3.79 | 1.63 | 1.63 |
| Ferrous Metals | 1.39 | 0.4 | 0.4 |
| Transport Infrastructure | 1.47 | - | - |
| Automobiles | 10.06 | 4.89 | 4.89 |
| Capital Markets | 2.89 | 8.22 | 8.22 |
| Gas | 3.12 | 2.09 | 2.09 |
| Non - Ferrous Metals | 1.12 | - | - |
| Oil | 2.75 | 2 | 2 |
| Food Products | 1.22 | 1.04 | 1.04 |
| Personal Products | 1.87 | 0.94 | 0.94 |
| Industrial Products | 6.35 | 1.48 | 1.48 |
| Pharmaceuticals & Biotechnology | 2.52 | 2.2 | 2.2 |
| Auto Components | 4.2 | - | - |
| Cement & Cement Products | 1.32 | - | - |
| Power | 5.4 | 9.67 | 9.67 |
| Insurance | 1.58 | - | - |
| Finance | 1.83 | 4.08 | 4.08 |
| Petroleum Products | - | 2.95 | 2.95 |
| Aerospace & Defense | - | 2.98 | 2.98 |
| Paper, Forest & Jute Products | - | 0.38 | 0.38 |
| Agricultural Food & other Products | - | 0.87 | 0.87 |
| Telecom - Services | - | 0.71 | 0.71 |
| Consumer Durables | - | 1.4 | 1.4 |
| Diversified Metals | - | 1.02 | 1.02 |
| Textiles & Apparels | - | 1.81 | 1.81 |
| Fertilizers & Agrochemicals | - | 2.51 | 2.51 |
| Consumable Fuels | - | 2.93 | 2.93 |
| Minerals & Mining | - | 2.47 | 2.47 |
| Commercial Services & Supplies | - | 2.64 | 2.64 |
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