Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Nifty Smallcap 50 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) | ₹256 Cr | ₹2415 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 Smallcap 50 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 | INF209KB1V83 | INF740KA1CO4 |
| Exits Load | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.87% | -1.01% |
| 6 Month | -6.84% | 5.07% |
| 1 Year | 3.14% | 12.92% |
| 3 Year | 24.12% | 17.44% |
| 5 Year | - | 17.87% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.44% | 2.54% |
| 1 Year | 5.74% | 15.01% |
| 3 Year | 13.35% | 13.89% |
| 5 Year | - | 15.09% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.01% | 8.24% |
| 3 Year | 20.14% | 18.02% |
| 5 Year | - | 18.28% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 20.24% | 12.66% |
| Sharp | 0.88% | 0.83% |
| Beta | 1.00% | - |
| Alpha | -1.48% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Nifty Smallcap 50 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 Smallcap 50 Index Fund-Regular Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10 | 4.14 |
| Small Cap | 88.32 | - |
| Mid Cap | 1.68 | 3.89 |
| Large Cap | - | 91.97 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.04 | 0.12 |
| Communication Services | 1.52 | 1.99 |
| Basic Materials | 10.26 | 12.23 |
| Financial Services | 31.69 | 22.05 |
| Healthcare | 20.55 | 9.86 |
| Real Estate | 1.17 | - |
| Industrials | 10.24 | 7.94 |
| Technology | 11.87 | 9.75 |
| Energy | 2.44 | 8.01 |
| Consumer Cyclical | 4.02 | 16.06 |
| Utilities | 2.74 | 4 |
| Consumer Defensive | 3.45 | 7.99 |
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