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) | ₹386 Cr | ₹2285 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 | 5.13% | 4.96% |
| 6 Month | 11.84% | 10.57% |
| 1 Year | 6.77% | 8.85% |
| 3 Year | 22.82% | 17.73% |
| 5 Year | - | 22.89% |
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 | 2.23% | 4.53% |
| 1 Year | 14.18% | 18.5% |
| 3 Year | 19.45% | 16.46% |
| 5 Year | - | 16.85% |
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 | 18.18% | 8.23% |
| 3 Year | 24.06% | 18.32% |
| 5 Year | - | 17.88% |
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 | 15.67% | 12.97% |
| Sharp | 0.91% | 0.78% |
| Beta | 1.00% | - |
| Alpha | -0.90% | - |
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 | 2.29 | 4.07 |
| Mid Cap | 87.19 | 3.95 |
| Large Cap | 9.07 | 91.98 |
| Small Cap | 1.44 | - |
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 | -0.02 | 0.04 |
| Utilities | 3.18 | 4.02 |
| Industrials | 18.4 | 8.07 |
| Financial Services | 23.88 | 22.01 |
| Consumer Cyclical | 13.4 | 16.03 |
| Basic Materials | 9.56 | 12.08 |
| Technology | 10.39 | 9.87 |
| Consumer Defensive | 4.54 | 8.03 |
| Healthcare | 8.69 | 9.88 |
| Real Estate | 2.85 | - |
| Energy | 2.39 | 8.01 |
| Communication Services | 2.75 | 1.96 |
Top Comparisons
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns18.23%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns18.63%
SBI Focused Fund - Regular Plan -Growth
3Y Returns16.57%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns16.67%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns10.97%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns14.48%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.6%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.43%