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
| 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) | ₹4471 Cr | ₹5456 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 | 1.8 |
| 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 |
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -3.57% | -2.85% |
| 6 Month | -11.41% | -14.22% |
| 1 Year | 15.48% | 5.53% |
| 3 Year | 31.37% | 29.28% |
| 5 Year | 23.25% | 25.17% |
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -5.45% | -13.25% |
| 3 Year | 33.61% | 29.67% |
| 5 Year | 31.8% | - |
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 5.2% | 38.22% |
| 3 Year | 5.96% | 37.32% |
| 5 Year | 5.16% | - |
| Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 20.5% | 19.35% |
| Sharp | 1.19% | 1.61% |
| Beta | 0.93% | 0.92% |
| Alpha | -2.95% | 2.04% |
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| 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 |
| 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 |
| 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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