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Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare

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tortoise-icon Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

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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 Midcap 150 Index Fund-Regular Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹386 Cr ₹2285 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Apr 2021 23 Oct 2017
Category Index Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY 50 Equal Weight Total Return Index
Turn Over 37% 25%
Expense Ratio 1.01 0.91
Manager Pranav Gupta Anil Ghelani
ISIN Code INF209KB1W41 INF740KA1CO4
Exits Load Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Month 3.82% 3.18%
6 Month 10.75% 9.07%
1 Year 5.08% 7.35%
3 Year 22.52% 16.95%
5 Year - 23.05%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
6 Month -0.23% 1.41%
1 Year 8.71% 11%
3 Year 16.79% 13.61%
5 Year - 15%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Year 18.18% 8.23%
3 Year 24.06% 18.32%
5 Year - 17.88%

Risk Management

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Standard Deviation 15.76% 12.97%
Sharp 0.97% 0.78%
Beta 1.00% 1.02%
Alpha -0.90% 1.55%

Fund Managers

Scheme Name Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth 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 Midcap 150 Index Fund-Regular Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Others 2.29 4.07
Mid Cap 87.19 3.95
Large Cap 9.07 91.98
Small Cap 1.44 -

Sector Allocation

Scheme Name

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Others -0.02 0.04
Utilities 3.18 4.02
Industrials 18.4 8.07
Financial Services 23.88 22.01
Consumer Cyclical 13.4 16.03
Basic Materials 9.56 12.08
Technology 10.39 9.87
Consumer Defensive 4.54 8.03
Healthcare 8.69 9.88
Real Estate 2.85 -
Energy 2.39 8.01
Communication Services 2.75 1.96

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