DSP Nifty 50 Equal Weight Index Fund vs Aditya Birla Sun Life Nifty Smallcap 50 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) | ₹248 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 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 | -1.76% | 1.65% |
6 Month | 10.71% | 11.08% |
1 Year | -4.88% | 3.62% |
3 Year | 25.42% | 18.11% |
5 Year | - | 22.95% |
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 | -1.08% | 4.08% |
1 Year | 6.36% | 17.56% |
3 Year | 19.66% | 16.06% |
5 Year | - | 16.61% |
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% | 8.23% |
3 Year | 19.43% | 18.32% |
5 Year | - | 17.88% |
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 | 20.17% | 12.97% |
Sharp | 0.86% | 0.78% |
Beta | 1.00% | - |
Alpha | -1.51% | - |
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 | -0.04 | 4.07 |
Small Cap | 97.02 | - |
Mid Cap | 3.02 | 3.95 |
Large Cap | - | 91.98 |
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 | -0.04 | 0.04 |
Communication Services | 1.69 | 1.96 |
Technology | 13.47 | 9.87 |
Industrials | 11.23 | 8.07 |
Basic Materials | 11.24 | 12.08 |
Financial Services | 28.78 | 22.01 |
Healthcare | 19.81 | 9.88 |
Energy | 2.65 | 8.01 |
Utilities | 3.15 | 4.02 |
Consumer Cyclical | 4.93 | 16.03 |
Real Estate | 0 | - |
Consumer Defensive | 3.1 | 8.03 |
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