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 Average
Asset Size (Cr) ₹150 Cr ₹863 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Apr 2021 10 Feb 2017
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY 50 Equal Weight Total Return Index
Turn Over 37% 25%
Expense Ratio 1.04 0.92
Manager Pranav Gupta Anil Ghelani
ISIN Code INF209KB1W41 INF740KA1CO4
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Nil/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 3.7% 4.11%
6 Month 22.14% 15.48%
1 Year 56.51% 36.57%
3 Year 26.76% 20.75%
5 Year - 20.35%

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 Year 21.41% 15.17%
3 Year 56.4% 38.72%
5 Year 60.64% 79.38%

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 24.1% 23.99%
3 Year 67.16% 59.48%
5 Year 68.61% 84.59%

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 14.71% 13.13%
Sharp 1.27% 0.94%
Beta 1.03% 1.03%
Alpha -1.08% 1.59%

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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
Fund Manage 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

Mid Cap 76.82 2.13
Small Cap 4.99 -
Others 0.97 1.84
Large Cap 1.79 96.03

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

Capital Goods 12.1 -
Services 5.84 4.33
Financial 13.19 17.97
Automobile 7.41 12.83
Healthcare 7.88 9.74
Technology 4.69 10.8
Energy 5.86 10.31
Materials 4.01 8.23
Construction 4.24 1.98
Communication 3 2.17
Consumer Discretionary 1.35 1.71
Metals & Mining 5.95 6.69
Chemicals 5.68 -
Textiles 0.98 -
Consumer Staples 2.03 9.67
Diversified 0.32 -
Insurance 0.26 3.52
Others -0.22 0.05

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