DSP Nifty 50 Equal Weight Index Fund vs Nippon India Nifty Midcap 150 Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Nifty Midcap 150 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) | ₹1941 Cr | ₹2285 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 17 Feb 2021 | 23 Oct 2017 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY 50 Equal Weight Total Return Index |
| Turn Over | 36% | 25% |
| Expense Ratio | 0.8 | 0.91 |
| Manager | Himanshu Mange | Anil Ghelani |
| ISIN Code | INF204KB15Z3 | INF740KA1CO4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.82% | 1.44% |
| 6 Month | 10.39% | 8% |
| 1 Year | 3.61% | 6.51% |
| 3 Year | 21.77% | 16.05% |
| 5 Year | - | 21.68% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.62% | 4.87% |
| 1 Year | 16.53% | 18.03% |
| 3 Year | 19.39% | 15.87% |
| 5 Year | - | 16.29% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.36% | 8.23% |
| 3 Year | 24.66% | 18.32% |
| 5 Year | - | 17.88% |
Risk Management
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.73% | 12.97% |
| Sharp | 0.96% | 0.78% |
| Beta | 1.00% | 1.02% |
| Alpha | -0.92% | 1.55% |
Fund Managers
| Scheme Name | Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.18 | 4.07 |
| Mid Cap | 87.25 | 3.95 |
| Large Cap | 9.12 | 91.98 |
| Small Cap | 1.45 | - |
Sector Allocation
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | -0.14 | 0.04 |
| Utilities | 3.2 | 4.02 |
| Industrials | 18.5 | 8.07 |
| Financial Services | 23.58 | 22.01 |
| Consumer Cyclical | 13.47 | 16.03 |
| Basic Materials | 9.61 | 12.08 |
| Technology | 10.45 | 9.87 |
| Consumer Defensive | 4.56 | 8.03 |
| Healthcare | 8.73 | 9.88 |
| Real Estate | 2.87 | - |
| Energy | 2.4 | 8.01 |
| Communication Services | 2.77 | 1.96 |
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