SBI PSU Fund vs Aditya Birla Sun Life PSU Equity Fund compare
SBI PSU Fund - Regular Plan -Growth
Invest NowAditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth
Invest NowChart 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 | 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% | - |
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% | - |
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 | 1.33% | 1.61% |
Beta | 0.94% | 0.92% |
Alpha | -3.64% | 2.04% |
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Get Free Experts GuidanceScheme 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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