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) | ₹260 Cr | ₹2391 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 | -1.88% | -0.11% |
| 6 Month | 1.86% | 6.06% |
| 1 Year | -1.59% | 9.53% |
| 3 Year | 24.11% | 16.21% |
| 5 Year | - | 20.09% |
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 | -1.9% | 3.73% |
| 1 Year | 5.09% | 17.49% |
| 3 Year | 18.14% | 15.83% |
| 5 Year | - | 16.38% |
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 | 11.71% | 7.86% |
| 3 Year | 19.43% | 18.18% |
| 5 Year | - | 18.26% |
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 | 0.06 | 5.14 |
| Small Cap | 97.21 | - |
| Mid Cap | 2.73 | 3.92 |
| Large Cap | - | 90.95 |
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 | 0.06 | 0.76 |
| Communication Services | 1.59 | 2.06 |
| Basic Materials | 11.67 | 12.27 |
| Financial Services | 29.79 | 22.41 |
| Healthcare | 19.5 | 9.69 |
| Industrials | 11.04 | 8.13 |
| Technology | 12.9 | 9.9 |
| Energy | 2.46 | 7.97 |
| Consumer Cyclical | 4.59 | 14.89 |
| Utilities | 3.21 | 3.89 |
| Consumer Defensive | 3.19 | 8.03 |
Top Comparisons
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns16.82%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns13.88%
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
3Y Returns7.87%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.73%
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.57%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.04%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns21.14%
Quant Mid Cap Fund-Growth
3Y Returns15.14%