DSP Nifty 50 Equal Weight Index Fund vs Aditya Birla Sun Life Nifty Midcap 150 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) | ₹358 Cr | ₹2136 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% | 3.97% |
6 Month | 2.31% | 6.5% |
1 Year | 3.07% | 4.75% |
3 Year | 28.98% | 21.47% |
5 Year | - | 24.43% |
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 | 12.75% | 9.32% |
1 Year | 15.47% | 12.23% |
3 Year | 23.86% | 17.37% |
5 Year | - | 18.21% |
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 | 22.72% | 9.72% |
3 Year | 23.42% | 18.34% |
5 Year | - | 17.32% |
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 | 17.00% | 14.77% |
Sharp | 1.05% | 0.77% |
Beta | 1.00% | - |
Alpha | -0.95% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.09 | 1.88 |
Mid Cap | 89.98 | 4.41 |
Small Cap | 2.98 | - |
Large Cap | 4.96 | 93.72 |
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 | 0.46 | 0.09 |
Utilities | 3.38 | 3.62 |
Industrials | 19.7 | 6.75 |
Financial Services | 22.3 | 24.84 |
Basic Materials | 11.11 | 11.06 |
Technology | 9.62 | 9.35 |
Consumer Cyclical | 10.09 | 18.58 |
Healthcare | 11.06 | 7.64 |
Real Estate | 3.09 | - |
Energy | 2.53 | 7.94 |
Communication Services | 3.14 | 2.04 |
Consumer Defensive | 3.54 | 8.09 |
Top Comparisons
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns8.14%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.72%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns19.83%
HSBC Income Plus Arbitrage Active FOF - Growth
3Y Returns7.78%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns18.81%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns17.2%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns13.05%
Invesco India Dynamic Equity Fund - Growth
3Y Returns16.36%