Aditya Birla Sun Life Equity Advantage Fund vs DSP Equity Opportunities Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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tortoise-icon DSP Equity Opportunities 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 Aditya Birla Sun Life Equity Advantage Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Fund Aditya Birla Sun Life Equity Advantage Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6094 Cr ₹13093 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 24 Feb 1995 16 May 2000
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 Large MidCap Index NIFTY LARGE MIDCAP 250 TRI
Turn Over 62% 40%
Expense Ratio 1.89 1.74
Manager Atul Penkar Rohit Singhania
ISIN Code INF209K01165 INF740K01094
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1% if redeemed less than 12 months/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Month 4.4% 3.82%
6 Month 25.11% 29.34%
1 Year 32.28% 45.89%
3 Year 11.14% 20.12%
5 Year 20.51% 24.85%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
6 Month - -
1 Year 14.89% 21%
3 Year 29.41% 46.74%
5 Year 58.13% 85.3%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
1 Year 20.63% 24.57%
3 Year 44.08% 62.56%
5 Year 65.58% 94.18%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Standard Deviation 13.91% 12.87%
Sharp 0.55% 1.01%
Beta 0.98% 0.95%
Alpha -3.78% 0.28%

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Fund Managers

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth
Name Atul Penkar Rohit Singhania
Total AUM ₹21393 Cr ₹46862 Cr
Fund Manage 3 7
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth DSP Equity Opportunities Fund-Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 0.93 1.95
Large Cap 51.01 53.05
Mid Cap 36.23 34.59
Small Cap 11.87 10.41

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

DSP Equity Opportunities Fund-Regular Plan - Growth

Others 0.93 1.52
Energy 9.55 9.63
Technology 5.78 5.68
Materials 3.24 3.1
Construction 4.45 3.33
Financial 22 33.32
Healthcare 3.71 7.44
Metals & Mining 3.64 3.86
Chemicals 1.33 3.9
Services 15.82 1.34
Capital Goods 9.01 5.32
Automobile 9.56 9.08
Consumer Staples 1.39 5.09
Consumer Discretionary 4.28 2.32
Communication 2.14 3.5
Insurance 0.8 1.19
Textiles 2.41 0.38

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