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 | Very High |
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 | 12.62% | 13.31% |
6 Month | -12.07% | -14.5% |
1 Year | 3.12% | -4.19% |
3 Year | 29.94% | 27.24% |
5 Year | 32.13% | 33.95% |
SIP Return Analysis
Scheme Name | SBI PSU Fund - Regular Plan -Growth | Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
---|---|---|
6 Month | -2.49% | -2.86% |
1 Year | -12.66% | -16.44% |
3 Year | 29.89% | 26.18% |
5 Year | 30.53% | 29.42% |
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 | 0.92% | 1.023% |
Beta | 0.92% | - |
Alpha | -2.42% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 5.46 | 2.78 |
Mid Cap | 22.01 | 22.03 |
Large Cap | 69.81 | 65.23 |
Small Cap | 2.73 | 9.95 |
Sector Allocation
Scheme Name |
SBI PSU Fund - Regular Plan -Growth |
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 5.46 | 2.78 |
Financial Services | 35.72 | 34.09 |
Energy | 17.09 | 18.56 |
Industrials | 11.13 | 12.4 |
Utilities | 24.32 | 26.81 |
Basic Materials | 6.29 | 5.36 |
Top Comparisons
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
PGIM India Liquid Fund - Growth
3Y Returns6.7%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.71%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns13.68%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.01%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%