DSP Nifty 50 Equal Weight Index Fund vs Nippon India Nifty 50 Value 20 Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1004 Cr | ₹2198 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 19 Feb 2021 | 23 Oct 2017 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Value 20 TRI | NIFTY 50 Equal Weight Total Return Index |
Turn Over | 39% | 25% |
Expense Ratio | 0.76 | 0.91 |
Manager | Himanshu Mange | Anil Ghelani |
ISIN Code | INF204KB19Y8 | INF740KA1CO4 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.45% | 3.09% |
6 Month | 6.59% | 15.4% |
1 Year | -9.96% | -1.76% |
3 Year | 14.1% | 15.92% |
5 Year | - | 22.27% |
SIP Return Analysis
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.33% | 5.13% |
1 Year | -0.47% | 14.78% |
3 Year | 10.05% | 16% |
5 Year | - | 16.68% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.48% | 8.82% |
3 Year | 17.54% | 18.46% |
5 Year | - | 17.56% |
Risk Management
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.02% | 13.24% |
Sharp | 0.51% | 0.65% |
Beta | 1.00% | - |
Alpha | -0.93% | - |
Fund Managers
Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Name | Himanshu Mange | Anil Ghelani |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 10 | 5 |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | 0.14 | 4.09 |
Large Cap | 98.44 | 91.78 |
Mid Cap | 1.42 | 4.13 |
Sector Allocation
Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | 0.14 | 0.24 |
Technology | 28.93 | 9.08 |
Basic Materials | 5.52 | 12.47 |
Healthcare | 4.46 | 8.29 |
Financial Services | 25.74 | 23.85 |
Consumer Defensive | 10.38 | 8.12 |
Consumer Cyclical | 12.14 | 17.99 |
Energy | 4.85 | 7.88 |
Utilities | 7.86 | 4.1 |
Industrials | - | 5.98 |
Communication Services | - | 1.99 |
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