Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare

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tortoise-icon Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

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tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - 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 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) ₹243 Cr ₹1887 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 Fund Index Fund
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 0.87
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 -6.62% -1.22%
6 Month -2.6% -6.8%
1 Year 14.4% 7.52%
3 Year 15.66% 13.94%
5 Year - 18.36%

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 Year 4.75% -2.94%
3 Year 28.74% 15.68%
5 Year - 19.29%

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 24.85% 10.97%
3 Year 19.15% 18.8%
5 Year - 15.09%

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 20.93% 13.13%
Sharp 0.64% 0.94%
Beta 1.15% 1.03%
Alpha -8.66% 1.59%

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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
Fund Manage 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 -0.09
Small Cap 87.17 -
Mid Cap 12.77 -
Large Cap - 100.09

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 -0.09
Energy 6.13 -
Communication 3.05 -
Services 10.81 -
Financial 27.31 -
Chemicals 5.66 -
Consumer Staples 3.95 -
Healthcare 7.52 -
Technology 9.27 -
Metals & Mining 4.15 -
Capital Goods 8.18 -
Consumer Discretionary 7.9 -
Textiles 1.27 -
Diversified 2.31 -
Construction 2.43 2.07
Petroleum Products - 3.91
IT - Software - 10.57
Ferrous Metals - 4.11
Consumer Durables - 3.85
Diversified FMCG - 3.91
Non - Ferrous Metals - 2.07
Banks - 12.01
Pharmaceuticals & Biotechnology - 6.25
Cement & Cement Products - 4.22
Automobiles - 11.34
Insurance - 4.07
Agricultural Food & other Products - 1.83
Oil - 1.93
Food Products - 3.83
Aerospace & Defense - 2.13
Finance - 5.86
Telecom - Services - 1.98
Metals & Minerals Trading - 2.06
Healthcare Services - 2.13
Consumable Fuels - 1.94
Power - 3.94
Transport Infrastructure - 2.05
Retailing - 2.03

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