Aditya Birla Sun Life Nifty Midcap 150 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
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) | ₹419 Cr | ₹2390 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 | -2.08% | -0.85% |
| 6 Month | 2.35% | 5.36% |
| 1 Year | 0.75% | 9.67% |
| 3 Year | 21.57% | 16.25% |
| 5 Year | - | 18.04% |
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 | 1.93% | 3.15% |
| 1 Year | 16.87% | 17.26% |
| 3 Year | 17.89% | 14.89% |
| 5 Year | - | 15.52% |
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% | 7.96% |
| 3 Year | 24.06% | 18.1% |
| 5 Year | - | 18.35% |
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% | 13.13% |
| Sharp | 0.96% | 0.94% |
| Beta | 1.00% | 1.03% |
| Alpha | -0.89% | 1.59% |
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 | 2.72 | 4.74 |
| Mid Cap | 86.84 | 3.85 |
| Large Cap | 9.11 | 91.41 |
| Small Cap | 1.33 | - |
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 | 0.04 | 0.05 |
| Utilities | 2.85 | 3.71 |
| Industrials | 17.94 | 8.27 |
| Financial Services | 25.66 | 23.12 |
| Consumer Cyclical | 13.04 | 14.7 |
| Basic Materials | 9.12 | 12.05 |
| Technology | 10.55 | 10.36 |
| Consumer Defensive | 4.2 | 7.94 |
| Healthcare | 8.43 | 9.93 |
| Real Estate | 2.92 | - |
| Energy | 2.27 | 7.77 |
| Communication Services | 3 | 2.11 |
Top Comparisons
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns12.74%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns16.28%
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns15.64%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns19.01%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns15.78%
HSBC Multi Asset Active FOF - Growth
3Y Returns15.55%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns6.8%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.29%