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) | ₹426 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 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 | -2.63% | -1.01% |
| 6 Month | -0.49% | 5.07% |
| 1 Year | 9.64% | 12.92% |
| 3 Year | 23.08% | 17.44% |
| 5 Year | - | 17.87% |
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 | -3.93% | -1.16% |
| 1 Year | -0.37% | 5.83% |
| 3 Year | 12.02% | 11.79% |
| 5 Year | - | 14.02% |
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 | 11.53% | 8.24% |
| 3 Year | 22.88% | 18.02% |
| 5 Year | - | 18.28% |
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 | 14.71% | 13.13% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 2.51 | 4.14 |
| Mid Cap | 86.61 | 3.89 |
| Large Cap | 9.63 | 91.97 |
| Small Cap | 1.25 | - |
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 | 0.05 | 0.12 |
| Utilities | 2.82 | 4 |
| Industrials | 17.41 | 7.94 |
| Financial Services | 25.63 | 22.05 |
| Consumer Cyclical | 13.67 | 16.06 |
| Basic Materials | 9.5 | 12.23 |
| Technology | 10.03 | 9.75 |
| Consumer Defensive | 4.19 | 7.99 |
| Healthcare | 8.32 | 9.86 |
| Real Estate | 2.88 | - |
| Energy | 2.4 | 8.01 |
| Communication Services | 3.09 | 1.99 |
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