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Aditya Birla Sun Life Equity Advantage Fund vs DSP Equity Opportunities Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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tortoise-icon DSP Large & Mid Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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