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) | ₹242 Cr | ₹2235 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 | -1% | 1.38% |
6 Month | 10.26% | 11.61% |
1 Year | -6.87% | 2.02% |
3 Year | 25.29% | 18.48% |
5 Year | - | 22.95% |
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 | 0.48% | 3.25% |
1 Year | 8.16% | 15.62% |
3 Year | 19.97% | 15.37% |
5 Year | - | 16.12% |
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 | 11.71% | 8.23% |
3 Year | 19.43% | 18.32% |
5 Year | - | 17.88% |
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 | 20.17% | 12.97% |
Sharp | 0.86% | 0.78% |
Beta | 1.00% | - |
Alpha | -1.51% | - |
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 | 0.39 | 3.74 |
Small Cap | 97.03 | - |
Mid Cap | 2.59 | 4.02 |
Large Cap | - | 92.24 |
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 | 0.39 | 0.06 |
Communication Services | 1.88 | 1.96 |
Technology | 14.06 | 9.06 |
Industrials | 16.11 | 5.8 |
Basic Materials | 12.27 | 12.62 |
Financial Services | 22.49 | 23.09 |
Healthcare | 14.01 | 8.2 |
Energy | 2.8 | 7.61 |
Utilities | 4.91 | 3.95 |
Consumer Cyclical | 5.62 | 19.39 |
Real Estate | 1.99 | - |
Consumer Defensive | 3.47 | 8.27 |
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