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) | ₹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 |
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