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) | ₹1247 Cr | ₹2390 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 | -0.62% | -0.62% |
| 6 Month | 2.39% | 3.61% |
| 1 Year | 10.5% | 12.81% |
| 3 Year | 13.76% | 17.49% |
| 5 Year | 14.25% | 18.53% |
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 | 3.49% | 3.57% |
| 1 Year | 13.86% | 15.59% |
| 3 Year | 12.57% | 14.7% |
| 5 Year | 12.78% | 15.67% |
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 | 13.55% | 7.96% |
| 3 Year | 12.43% | 18.1% |
| 5 Year | 12.06% | 18.35% |
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 | 12.46% | 13.13% |
| Sharp | 0.67% | 0.94% |
| Beta | 0.99% | 1.03% |
| Alpha | -1.98% | 1.59% |
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 | 3.4 | 4.74 |
| Large Cap | 95.26 | 91.41 |
| Mid Cap | 1.34 | 3.85 |
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 | 0.09 | 0.05 |
| Energy | 10.88 | 7.77 |
| Technology | 10.22 | 10.36 |
| Industrials | 7.25 | 8.27 |
| Basic Materials | 6.16 | 12.05 |
| Healthcare | 4.32 | 9.93 |
| Consumer Defensive | 6.48 | 7.94 |
| Financial Services | 36.8 | 23.12 |
| Consumer Cyclical | 10.69 | 14.7 |
| Communication Services | 4.79 | 2.11 |
| Utilities | 2.32 | 3.71 |
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