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SBI PSU Fund vs Aditya Birla Sun Life PSU Equity Fund compare

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tortoise-icon SBI PSU Fund - Regular Plan -Growth

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tortoise-icon Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth

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Chart Comparison

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

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) ₹4543 Cr ₹5169 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 1.88 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 12.62% 13.31%
6 Month -12.07% -14.5%
1 Year 3.12% -4.19%
3 Year 29.94% 27.24%
5 Year 32.13% 33.95%

SIP Return Analysis

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
6 Month -2.49% -2.86%
1 Year -12.66% -16.44%
3 Year 29.89% 26.18%
5 Year 30.53% 29.42%

Rolling Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
1 Year 5.96% 37.23%
3 Year 6.2% 36.05%
5 Year 5.31% 25.22%

Risk Management

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
Standard Deviation 20.5% 20.487%
Sharp 0.92% 1.023%
Beta 0.92% -
Alpha -2.42% -

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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 5.46 2.78
Mid Cap 22.01 22.03
Large Cap 69.81 65.23
Small Cap 2.73 9.95

Sector Allocation

Scheme Name

SBI PSU Fund - Regular Plan -Growth

Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth

Others 5.46 2.78
Financial Services 35.72 34.09
Energy 17.09 18.56
Industrials 11.13 12.4
Utilities 24.32 26.81
Basic Materials 6.29 5.36

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