Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹379 Cr ₹2198 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 Index
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 3.01% 3.09%
6 Month 20.75% 15.4%
1 Year -2.87% -1.76%
3 Year 20.53% 15.92%
5 Year - 22.27%

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 4.05% 5.13%
1 Year 12.75% 14.78%
3 Year 19.96% 16%
5 Year - 16.68%

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 20% 8.82%
3 Year 25.12% 18.46%
5 Year - 17.56%

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 15.80% 13.24%
Sharp 0.83% 0.65%
Beta 1.00% -
Alpha -0.92% -

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 1.81 4.09
Mid Cap 90.26 4.13
Small Cap 3 -
Large Cap 4.93 91.78

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 0.17 0.24
Utilities 3.21 4.1
Industrials 19.25 5.98
Financial Services 22.17 23.85
Basic Materials 11.16 12.47
Technology 9.87 9.08
Consumer Cyclical 10.14 17.99
Healthcare 12.14 8.29
Real Estate 2.98 -
Energy 2.48 7.88
Communication Services 3 1.99
Consumer Defensive 3.44 8.12

Top Comparisons

BANDHAN Flexi Cap Fund - Regular Plan - Growth BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns14.02%

VS

Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option

3Y Returns14.87%

Compare Now

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns13.33%

VS

Quant Dynamic Asset Allocation Fund Regular - Growth Quant Dynamic Asset Allocation Fund Regular - Growth

3Y Returns0%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns20.66%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns20.03%

Compare Now

Kotak Low Duration Fund- Regular Plan-Growth Option Kotak Low Duration Fund- Regular Plan-Growth Option

3Y Returns6.95%

VS

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns7.62%

Compare Now
Add to Cart Successfully