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 | 3.88% | 2.45% |
| 6 Month | 11.5% | 8.82% |
| 1 Year | -1% | 7.78% |
| 3 Year | 25.72% | 16.39% |
| 5 Year | - | 22.43% |
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 | 2.44% | 4.87% |
| 1 Year | 12.84% | 18.03% |
| 3 Year | 20.52% | 15.87% |
| 5 Year | - | 16.29% |
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 | 20.25% | 12.97% |
| Sharp | 0.93% | 0.78% |
| Beta | 1.00% | 1.02% |
| Alpha | -1.51% | 1.55% |
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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