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

Link copied to clipboard!

tortoise-icon SBI PSU Fund - Regular Plan -Growth

Invest Now

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

Invest Now

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) ₹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

Trailing Lumpsum Returns

Scheme Name SBI PSU Fund - Regular Plan -Growth Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
1 Month 0.59% -1.5%
6 Month -6.64% -11.14%
1 Year 30.89% 17.91%
3 Year 35.4% 32.8%
5 Year 24.38% -

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 5.65% -5.77%
3 Year 38.37% 33.54%
5 Year 34.1% -

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 1.33% 1.61%
Beta 0.94% 0.92%
Alpha -3.64% 2.04%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Nippon India Asset Allocator FoF - Regular Plan - Growth Option Nippon India Asset Allocator FoF - Regular Plan - Growth Option

3Y Returns17.6%

VS

HSBC Managed Solutions - Moderate - Growth HSBC Managed Solutions - Moderate - Growth

3Y Returns12.19%

Compare Now

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns13.91%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns13.91%

Compare Now

LIC MF GILT FUND-Growth LIC MF GILT FUND-Growth

3Y Returns5.38%

VS

LIC MF Government Securities Fund-Regular Plan-Growth LIC MF Government Securities Fund-Regular Plan-Growth

3Y Returns5.38%

Compare Now

Kotak Floating Rate Fund-Regular Plan-Growth Option Kotak Floating Rate Fund-Regular Plan-Growth Option

3Y Returns6.19%

VS

Axis Floater Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth

3Y Returns6.87%

Compare Now
Request call back
Add to Cart Successfully