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Aditya Birla Sun Life Dividend Yield Fund vs Tata Dividend Yield Fund compare
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
Tata Dividend Yield Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹1461 Cr | ₹1461 Cr | ₹926 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 26 Feb 2003 | 26 Feb 2003 | 20 May 2021 |
| Category | Dividend Yield | Dividend Yield | Dividend Yield |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY Div Opps 50 TRI |
| Turn Over | 24% | 24% | 75.41% |
| Expense Ratio | 2.21 | 2.21 | 2.21 |
| Manager | Dhaval Gala | Dhaval Gala | Sailesh Jain |
| ISIN Code | INF209K01405 | INF209K01405 | INF277K018Z2 |
| Exits Load | 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 | Tata Dividend Yield Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -3.98% | -3.98% | -5.32% |
| 6 Month | -13.75% | -13.75% | -15.21% |
| 1 Year | 2.13% | 2.13% | -0.54% |
| 3 Year | 19.65% | 19.65% | 13.17% |
| 5 Year | 20.26% | 20.26% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | -10.15% | -10.15% | -16.21% |
| 3 Year | 18.63% | 18.63% | 11.36% |
| 5 Year | 21.35% | 21.35% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 16.21% | 16.21% | 20.45% |
| 3 Year | 16.62% | 16.62% | 18.47% |
| 5 Year | 13.35% | 13.35% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 13.72% | 13.72% | 14.099% |
| Sharp | 0.87% | 0.87% | 0.577% |
| Beta | 1% | 1% | 0.979% |
| Alpha | 5.08% | 5.08% | 0.249% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Dhaval Gala | Dhaval Gala | Sailesh Jain |
| Total AUM | ₹23597 Cr | ₹23597 Cr | ₹17041 Cr |
| Fund Manage | 7 | 7 | 7 |
| Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan | Tata Dividend Yield Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 8.12 | 8.12 | 5.38 |
| Small Cap | 26.51 | 26.51 | 19.37 |
| Large Cap | 55 | 55 | 51.91 |
| Mid Cap | 10.41 | 10.41 | 23.34 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan |
Tata Dividend Yield Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 8.12 | 8.12 | 3.14 |
| Gas | 2.09 | 2.09 | - |
| IT - Software | 15.89 | 15.89 | - |
| Banks | 8.6 | 8.6 | - |
| Petroleum Products | 2.95 | 2.95 | - |
| Diversified FMCG | 5.74 | 5.74 | - |
| Pharmaceuticals & Biotechnology | 2.2 | 2.2 | - |
| Aerospace & Defense | 2.98 | 2.98 | - |
| Ferrous Metals | 0.4 | 0.4 | - |
| Automobiles | 4.89 | 4.89 | - |
| Paper, Forest & Jute Products | 0.38 | 0.38 | - |
| Finance | 4.08 | 4.08 | - |
| 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 | - |
| Oil | 2 | 2 | - |
| Food Products | 1.04 | 1.04 | - |
| Realty | 1.63 | 1.63 | - |
| Textiles & Apparels | 1.81 | 1.81 | - |
| Fertilizers & Agrochemicals | 2.51 | 2.51 | - |
| Capital Markets | 8.22 | 8.22 | - |
| Power | 9.67 | 9.67 | - |
| Consumable Fuels | 2.93 | 2.93 | - |
| Personal Products | 0.94 | 0.94 | - |
| Minerals & Mining | 2.47 | 2.47 | - |
| Transport Services | 0.38 | 0.38 | - |
| Industrial Products | 1.48 | 1.48 | - |
| Commercial Services & Supplies | 2.64 | 2.64 | - |
| Energy | - | - | 11.78 |
| Technology | - | - | 5.88 |
| Consumer Staples | - | - | 6.23 |
| Healthcare | - | - | 3.29 |
| Materials | - | - | 3.21 |
| Construction | - | - | 5.36 |
| Financial | - | - | 26.57 |
| Metals & Mining | - | - | 2.95 |
| Chemicals | - | - | 3.31 |
| Services | - | - | 5.31 |
| Capital Goods | - | - | 17.48 |
| Consumer Discretionary | - | - | 1.69 |
| Automobile | - | - | 3.45 |
| Unclassified | - | - | 0.35 |
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