Aditya Birla Sun Life Nifty Smallcap 50 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹209 Cr | ₹1946 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 | 0.91 |
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 | -9.57% | -0.88% |
6 Month | -16.55% | -10.35% |
1 Year | 0.78% | 2.49% |
3 Year | 16.87% | 14.2% |
5 Year | - | 18.55% |
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 | -15.94% | -6.95% |
3 Year | 20.4% | 14.03% |
5 Year | - | 18.33% |
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 | 25.63% | 11.11% |
3 Year | 18.9% | 18.55% |
5 Year | - | 16.69% |
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 | 21.74% | 14.279% |
Sharp | 0.475% | 0.618% |
Beta | - | - |
Alpha | - | - |
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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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