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Aditya Birla Sun Life Nifty 50 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare

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tortoise-icon Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

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tortoise-icon DSP Nifty 50 Equal Weight Index 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 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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