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

Link copied to clipboard!

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

Invest Now

tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Invest Now

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) ₹220 Cr ₹1557 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Apr 2021 02 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 1.03 1
Manager Pranav Gupta Anil Ghelani
ISIN Code INF209KB1V83 INF740KA1CO4
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Nil/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 -6.9% -7.62%
6 Month 9.35% 3.66%
1 Year 31.13% 22.33%
3 Year 16.25% 14.43%
5 Year - 18.98%

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 25.95% 12.61%
3 Year 33.93% 20.82%
5 Year - 22.3%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 1.84
Small Cap 87.17 -
Mid Cap 12.77 2.13
Large Cap - 96.03

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 0.05
Energy 6.13 10.31
Communication 3.05 2.17
Services 10.81 4.33
Financial 27.31 17.97
Chemicals 5.66 -
Consumer Staples 3.95 9.67
Healthcare 7.52 9.74
Technology 9.27 10.8
Metals & Mining 4.15 6.69
Capital Goods 8.18 -
Consumer Discretionary 7.9 1.71
Textiles 1.27 -
Diversified 2.31 -
Construction 2.43 1.98
Materials - 8.23
Automobile - 12.83
Insurance - 3.52

Top Comparisons

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns16.03%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns16.79%

Compare Now

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns25.23%

VS

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

3Y Returns11.23%

Compare Now

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns18.66%

Compare Now

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns7.84%

VS

ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully