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SBI PSU Fund vs Aditya Birla Sun Life PSU Equity Fund compare
SBI PSU Fund - Regular Plan -Growth
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
Chart Comparison
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 Risk | Very High Risk |
| 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 | -6.23% | -5.9% |
| 6 Month | -18.22% | -20.52% |
| 1 Year | -3.18% | -10.34% |
| 3 Year | 29.51% | 27.32% |
| 5 Year | 21.94% | 24.58% |
SIP Return Analysis
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -18.73% | -23.69% |
| 3 Year | 27.15% | 23.51% |
| 5 Year | 28.63% | 27.85% |
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 | 1.03% | 1.023% |
| Beta | 0.94% | - |
| Alpha | -4.37% | - |
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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 |
| Fund Manage | 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 | 3.38 | 7.28 |
| Mid Cap | 20.84 | 22.22 |
| Large Cap | 72.65 | 61.55 |
| Small Cap | 3.13 | 8.96 |
Sector Allocation
| Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.38 | 7 |
| Finance | 3.88 | - |
| Banks | 24.56 | - |
| Petroleum Products | 7.56 | - |
| Aerospace & Defense | 9.49 | - |
| Insurance | 8.32 | 2.49 |
| Gas | 13 | - |
| Non - Ferrous Metals | 2.54 | - |
| Oil | 4.49 | - |
| Construction | 1.39 | 1.86 |
| Consumable Fuels | 2.78 | - |
| Minerals & Mining | 4.61 | - |
| Power | 14 | - |
| Energy | - | 33.02 |
| Financial | - | 27.09 |
| Chemicals | - | 1.2 |
| Capital Goods | - | 12.71 |
| Services | - | 4 |
| Consumer Staples | - | 0.14 |
| Metals & Mining | - | 5.5 |
| Materials | - | 5 |
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