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) | ₹991 Cr | ₹2285 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 | 0.02% | 1.23% |
6 Month | 5.29% | 10.44% |
1 Year | -7.06% | 3.58% |
3 Year | 15.13% | 18.44% |
5 Year | - | 22.99% |
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 | 1.04% | 4.08% |
1 Year | 1.55% | 17.56% |
3 Year | 9.37% | 16.06% |
5 Year | - | 16.61% |
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 | 13.81% | 8.23% |
3 Year | 17.1% | 18.32% |
5 Year | - | 17.88% |
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 | 12.71% | 12.97% |
Sharp | 0.62% | 0.78% |
Beta | 1.00% | - |
Alpha | -0.94% | - |
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 | 0.05 | 4.07 |
Large Cap | 99.95 | 91.98 |
Mid Cap | 0 | 3.95 |
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 | 0.05 | 0.04 |
Technology | 23.74 | 9.87 |
Basic Materials | 4.97 | 12.08 |
Healthcare | 3.67 | 9.88 |
Financial Services | 37.45 | 22.01 |
Consumer Defensive | 8.92 | 8.03 |
Consumer Cyclical | 10.35 | 16.03 |
Energy | 4.19 | 8.01 |
Utilities | 6.65 | 4.02 |
Industrials | - | 8.07 |
Communication Services | - | 1.96 |
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