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) | ₹260 Cr | ₹2391 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 | -3.13% | 1.52% |
| 6 Month | -3.02% | 7.75% |
| 1 Year | -8.71% | 8.9% |
| 3 Year | 22.63% | 15.95% |
| 5 Year | - | 19% |
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 | -1.37% | 4.33% |
| 1 Year | 5.93% | 19.05% |
| 3 Year | 16.01% | 15.46% |
| 5 Year | - | 15.91% |
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% | 7.92% |
| 3 Year | 19.43% | 18.13% |
| 5 Year | - | 18.29% |
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 | 20.35% | 12.91% |
| Sharp | 0.84% | 0.72% |
| Beta | 1.00% | 1.03% |
| Alpha | -1.50% | 1.59% |
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 | 0.06 | 0.02 |
| Small Cap | 97.21 | - |
| Mid Cap | 2.73 | - |
| Large Cap | - | 99.98 |
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 | 0.06 | 0.02 |
| Communication Services | 1.59 | - |
| Basic Materials | 11.67 | - |
| Financial Services | 29.79 | - |
| Healthcare | 19.5 | - |
| Industrials | 11.04 | - |
| Technology | 12.9 | - |
| Energy | 2.46 | - |
| Consumer Cyclical | 4.59 | - |
| Utilities | 3.21 | - |
| Consumer Defensive | 3.19 | - |
| Petroleum Products | - | 2.1 |
| IT - Software | - | 9.9 |
| Construction | - | 2.15 |
| Ferrous Metals | - | 4.1 |
| Consumer Durables | - | 4.18 |
| Healthcare Services | - | 3.92 |
| Diversified FMCG | - | 3.93 |
| Non - Ferrous Metals | - | 2.21 |
| Banks | - | 10.11 |
| Pharmaceuticals & Biotechnology | - | 5.77 |
| Cement & Cement Products | - | 3.93 |
| Automobiles | - | 9.71 |
| Insurance | - | 3.96 |
| Agricultural Food & other Products | - | 2 |
| Oil | - | 2.07 |
| Food Products | - | 2.1 |
| Aerospace & Defense | - | 2.05 |
| Finance | - | 8.34 |
| Telecom - Services | - | 2.06 |
| Metals & Minerals Trading | - | 1.87 |
| Consumable Fuels | - | 1.92 |
| Transport Services | - | 1.93 |
| Power | - | 3.89 |
| Transport Infrastructure | - | 2 |
| Retailing | - | 3.78 |
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