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 Risk | Very High Risk |
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 | -5.04% | -3.25% |
6 Month | -13.55% | -10.47% |
1 Year | 2.94% | 9.61% |
3 Year | 7.22% | 17.62% |
5 Year | 12.04% | 18.17% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -12.45% | -4.92% |
3 Year | 9.59% | 18.84% |
5 Year | 12.37% | 20.09% |
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 | 0.12% | 0.73% |
Beta | 1.01% | 0.97% |
Alpha | -8.44% | 0.68% |
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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 |
Fund Manage | 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 | 1.16 | 2.64 |
Large Cap | 45.34 | 50.98 |
Mid Cap | 36.85 | 35.21 |
Small Cap | 16.62 | 10.84 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 1.16 | 2.64 |
Petroleum Products | 4.57 | 3.01 |
IT - Software | 5.07 | 7.4 |
Construction | 5.65 | 4.14 |
Finance | 6.05 | 7.33 |
Banks | 14.29 | 23.92 |
Pharmaceuticals & Biotechnology | 3.62 | 8.94 |
Non - Ferrous Metals | 1.08 | 1.13 |
Chemicals & Petrochemicals | 1.09 | 1.9 |
Industrial Manufacturing | 0.6 | - |
Healthcare Services | 2.38 | 0.64 |
Aerospace & Defense | 2.41 | - |
Auto Components | 10.03 | 6.06 |
Leisure Services | 3.8 | - |
Retailing | 5.36 | - |
Consumer Durables | 3.99 | 2.91 |
Transport Services | 2.69 | 0.85 |
Electrical Equipment | 1.04 | - |
Gas | 3.01 | 3.9 |
Insurance | 2.6 | 2.94 |
Industrial Products | 2.33 | 2.52 |
Textiles & Apparels | 3 | - |
Agricultural, Commercial & Construction Vehicles | 1.15 | - |
Realty | 2.07 | 1.02 |
Oil | 1.36 | 1.38 |
Telecom - Services | 1.69 | 2.71 |
Automobiles | 1.18 | 2.79 |
Beverages | 1.05 | - |
Power | 1.18 | 1.7 |
Ferrous Metals | 1.45 | 0.81 |
Cement & Cement Products | 2.03 | 2.37 |
Transport Infrastructure | 0.99 | - |
Diversified FMCG | - | 2.35 |
Fertilizers & Agrochemicals | - | 1.47 |
Diversified | - | 0.87 |
Food Products | - | 0.55 |
Personal Products | - | 1.42 |
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