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) ₹3700 Cr ₹5114 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 07 Jul 2010 30 Dec 2019
Category PSU Themes PSU Themes
Fund Type Open Ended Open Ended
Benchmark BSE PSU BSE PSU
Turn Over 63% 54%
Expense Ratio 1.92 1.82
Manager Richard D'souza Dhaval Gala
ISIN Code INF200K01BC0 INF209KB1O66
Exits Load Exit load of 0.50% if redeemed within 30 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
1 Month -7.78% -9.04%
6 Month -4.27% -8.19%
1 Year 48.11% 39.61%
3 Year 32.48% 31.27%
5 Year 23.26% -

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 24.69% 14.12%
3 Year 43.2% 39.97%
5 Year 36.24% -

Rolling Lumpsum Returns

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% -

Risk Management

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 1.21% 1.61%
Beta 0.97% 0.92%
Alpha -6.89% 2.04%

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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 11.39 7.28
Large Cap 42.85 61.55
Small Cap 20.45 8.96
Mid Cap 25.31 22.22

Sector Allocation

Scheme Name

SBI PSU Fund - Regular Plan -Growth

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

Others 10.09 7
Financial 25.69 27.09
Services 2.07 4
Capital Goods 9.19 12.71
Energy 26.61 33.02
Insurance 4.19 2.49
Metals & Mining 13.06 5.5
Construction 4.7 1.86
Materials 4.4 5
Chemicals - 1.2
Consumer Staples - 0.14

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