DSP Nifty 50 Equal Weight Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 Index Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

Invest Now

tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Average
Asset Size (Cr) ₹134 Cr ₹863 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Apr 2021 10 Feb 2017
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 50 TRI NIFTY 50 Equal Weight Total Return Index
Turn Over 37% 25%
Expense Ratio 1.05 0.92
Manager Pranav Gupta Anil Ghelani
ISIN Code INF209KB1V83 INF740KA1CO4
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Nil/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 4.96% 4.11%
6 Month 20.12% 15.48%
1 Year 69.05% 36.57%
3 Year 17.62% 20.75%
5 Year - 20.35%

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 Year 24.39% 15.17%
3 Year 57.06% 38.72%
5 Year 59.03% 79.38%

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 21.71% 23.99%
3 Year 65.85% 59.48%
5 Year 67.24% 84.59%

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 20.93% 13.13%
Sharp 0.64% 0.94%
Beta 1.15% 1.03%
Alpha -8.66% 1.59%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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

Small Cap 87.17 -
Mid Cap 12.77 2.13
Others 0.06 1.84
Large Cap - 96.03

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

Consumer Discretionary 7.9 1.71
Capital Goods 8.18 -
Financial 27.31 17.97
Services 10.81 4.33
Healthcare 7.52 9.74
Metals & Mining 4.15 6.69
Technology 9.27 10.8
Construction 2.43 1.98
Diversified 2.31 -
Consumer Staples 3.95 9.67
Chemicals 5.66 -
Energy 6.13 10.31
Communication 3.05 2.17
Textiles 1.27 -
Others 0.06 0.05
Automobile - 12.83
Materials - 8.23
Insurance - 3.52

Top Comparisons

Franklin India Dynamic Asset Allocation Fund of Funds-Growth Franklin India Dynamic Asset Allocation Fund of Funds-Growth

3Y Returns16.69%

VS

Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- A- Regular Growth

3Y Returns14.84%

Compare Now

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns11.6%

VS

Quant Dynamic Asset Allocation Fund Regular - Growth Quant Dynamic Asset Allocation Fund Regular - Growth

3Y Returns0%

Compare Now

PGIM India Corporate Bond Fund - Growth PGIM India Corporate Bond Fund - Growth

3Y Returns5.08%

VS

UTI Corporate Bond Fund - Regular Plan - Growth Option UTI Corporate Bond Fund - Regular Plan - Growth Option

3Y Returns5.39%

Compare Now

ICICI Prudential Global Advantage Fund (FOF) - Growth Option ICICI Prudential Global Advantage Fund (FOF) - Growth Option

3Y Returns1.17%

VS

Nippon India Passive Flexicap FoF - Regular Plan - Growth Option Nippon India Passive Flexicap FoF - Regular Plan - Growth Option

3Y Returns18.9%

Compare Now
Request call back
Add to Cart Successfully