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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) | ₹249 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 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 | -7.15% | -1.04% |
| 6 Month | 14.56% | 9.33% |
| 1 Year | -0.1% | 1.17% |
| 3 Year | 24.33% | 15.68% |
| 5 Year | - | 22.33% |
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 | 2.68% | 3% |
| 1 Year | -0.03% | 5.85% |
| 3 Year | 20.92% | 14.19% |
| 5 Year | - | 15.95% |
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 | 15.2% | 8.82% |
| 3 Year | 19% | 18.46% |
| 5 Year | - | 17.56% |
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 | 20.07% | 13.33% |
| Sharp | 0.94% | 0.73% |
| Beta | 1.00% | - |
| Alpha | -1.54% | - |
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 | 0.16 | 4.09 |
| Small Cap | 97.35 | - |
| Mid Cap | 2.49 | 4.13 |
| Large Cap | - | 91.78 |
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 | 0.16 | 0.24 |
| Communication Services | 1.84 | 1.99 |
| Technology | 11.37 | 9.08 |
| Industrials | 18.02 | 5.98 |
| Basic Materials | 12.71 | 12.47 |
| Financial Services | 23.22 | 23.85 |
| Healthcare | 13.65 | 8.29 |
| Energy | 2.92 | 7.88 |
| Utilities | 5.35 | 4.1 |
| Consumer Cyclical | 5.51 | 17.99 |
| Real Estate | 2.08 | - |
| Consumer Defensive | 3.18 | 8.12 |
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