Aditya Birla Sun Life Equity Advantage Fund vs DSP Equity Opportunities Fund compare
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5483 Cr | ₹13444 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Feb 1995 | 16 May 2000 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
Turn Over | 62% | 40% |
Expense Ratio | 1.9 | 1.7 |
Manager | Atul Penkar | Rohit Singhania |
ISIN Code | INF209K01165 | INF740K01094 |
Exits Load | Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | DSP Equity Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Month | 7.21% | 6.98% |
6 Month | -14.5% | -11.21% |
1 Year | 3.51% | 13.01% |
3 Year | 7.98% | 18.43% |
5 Year | 22.86% | 28.46% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | -4.96% | -2.59% |
1 Year | -10.93% | -4.08% |
3 Year | 11.66% | 20.49% |
5 Year | 12.72% | 20.52% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Year | 15.78% | 18.49% |
3 Year | 14.79% | 17.67% |
5 Year | 15.2% | 16.58% |
Risk Management
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.91% | 12.87% |
Sharp | 0.06% | 0.74% |
Beta | 1% | 0.93% |
Alpha | -8.24% | 2.02% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Name | Atul Penkar | Rohit Singhania |
Total AUM | ₹21393 Cr | ₹46862 Cr |
Funds Managed | 3 | 7 |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 2.77 | 3.7 |
Large Cap | 48.74 | 50.98 |
Mid Cap | 35.77 | 35.38 |
Small Cap | 12.72 | 9.94 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 1.58 | 2.18 |
Energy | 4.63 | 5.95 |
Industrials | 13.77 | 6.88 |
Technology | 6.94 | 7.57 |
Consumer Cyclical | 22.59 | 10.79 |
Healthcare | 7.69 | 9.87 |
Financial Services | 23.27 | 32.76 |
Basic Materials | 9.36 | 10.92 |
Utilities | 2.79 | 4.51 |
Consumer Defensive | 2.11 | 4.17 |
Real Estate | 1.97 | 1.13 |
Communication Services | 3.32 | 3.27 |
Top Comparisons
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns18.88%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns21.91%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns14.18%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns10.26%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns8.46%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns7%
Nippon India Floating Rate Fund - Growth Plan-Growth Option
3Y Returns6.79%