Aditya Birla Sun Life Nifty 50 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1152 Cr | ₹2285 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 18 Sep 2002 | 23 Oct 2017 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY 50 Equal Weight Total Return Index |
| Turn Over | 16% | 25% |
| Expense Ratio | 0.47 | 0.91 |
| Manager | Pranav Gupta | Anil Ghelani |
| ISIN Code | INF209K01LB2 | INF740KA1CO4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.88% | 2.45% |
| 6 Month | 5.85% | 8.82% |
| 1 Year | 7.47% | 7.78% |
| 3 Year | 12.86% | 16.39% |
| 5 Year | 17.16% | 22.43% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.87% | 4.87% |
| 1 Year | 14.62% | 18.03% |
| 3 Year | 12.98% | 15.87% |
| 5 Year | 12.95% | 16.29% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.72% | 8.23% |
| 3 Year | 12.31% | 18.32% |
| 5 Year | 12.01% | 17.88% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.68% | 12.97% |
| Sharp | 0.57% | 0.78% |
| Beta | 1.00% | 1.02% |
| Alpha | -0.55% | 1.55% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pranav Gupta | Anil Ghelani |
| Total AUM | ₹10003 Cr | ₹0 Cr |
| Funds Managed | 9 | 5 |
| Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.08 | 4.07 |
| Large Cap | 95.52 | 91.98 |
| Mid Cap | 1.4 | 3.95 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | -0.03 | 0.04 |
| Energy | 10.37 | 8.01 |
| Technology | 9.91 | 9.87 |
| Industrials | 7.09 | 8.07 |
| Basic Materials | 6.32 | 12.08 |
| Healthcare | 4.3 | 9.88 |
| Consumer Defensive | 6.79 | 8.03 |
| Financial Services | 36.49 | 22.01 |
| Consumer Cyclical | 11.68 | 16.03 |
| Communication Services | 4.54 | 1.96 |
| Utilities | 2.56 | 4.02 |
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