Aditya Birla Sun Life Equity Advantage Fund vs DSP Equity Opportunities Fund compare
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
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 Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | 2.36% | 2.63% |
6 Month | -4.95% | -2.51% |
1 Year | 2.52% | 9.89% |
3 Year | 10.92% | 20.46% |
5 Year | 19.73% | 25.19% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 0.21% | 2.22% |
1 Year | -6.43% | -0.39% |
3 Year | 12.09% | 20.42% |
5 Year | 12.32% | 19.99% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular 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 Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.91% | 12.87% |
Sharp | 0.15% | 0.78% |
Beta | 1.03% | 0.95% |
Alpha | -7.22% | 2.83% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | DSP Large & Mid Cap Fund - Regular 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 Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.98 | - |
Large Cap | 51.76 | - |
Mid Cap | 34.92 | - |
Small Cap | 11.36 | - |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.98 | - |
Petroleum Products | 5.02 | - |
Electrical Equipment | 1.64 | - |
IT - Software | 5.54 | - |
Retailing | 4.75 | - |
Construction | 4.74 | - |
Finance | 9.8 | - |
Pharmaceuticals & Biotechnology | 3.16 | - |
Non - Ferrous Metals | 1.75 | - |
Banks | 13.64 | - |
Chemicals & Petrochemicals | 1.27 | - |
Healthcare Services | 1.63 | - |
Aerospace & Defense | 3.02 | - |
Auto Components | 6.24 | - |
Leisure Services | 3.55 | - |
Power | 2.2 | - |
Automobiles | 2.21 | - |
Transport Services | 2.98 | - |
Insurance | 1.85 | - |
Industrial Products | 3.82 | - |
Textiles & Apparels | 3.09 | - |
Beverages | 2.78 | - |
Diversified Metals | 1.01 | - |
Realty | 1.81 | - |
Consumer Durables | 3.09 | - |
Telecom - Services | 1.97 | - |
Ferrous Metals | 1.98 | - |
Cement & Cement Products | 2.68 | - |
Transport Infrastructure | 0.82 | - |
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