DSP Nifty 50 Equal Weight Index Fund vs Nippon India Nifty Smallcap 250 Index Fund compare
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Nifty Smallcap 250 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) | ₹2653 Cr | ₹2390 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 16 Oct 2020 | 23 Oct 2017 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY 50 Equal Weight Total Return Index |
| Turn Over | 72% | 25% |
| Expense Ratio | 0.94 | 0.91 |
| Manager | Himanshu Mange | Anil Ghelani |
| ISIN Code | INF204KB12W7 | INF740KA1CO4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -5.79% | -1.48% |
| 6 Month | -5.76% | 5.2% |
| 1 Year | -12.06% | 9.09% |
| 3 Year | 17.53% | 16.25% |
| 5 Year | 21.05% | 18.05% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.63% | 3.15% |
| 1 Year | 1.25% | 17.26% |
| 3 Year | 11.27% | 14.89% |
| 5 Year | 15.11% | 15.52% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 24.53% | 7.92% |
| 3 Year | 23.99% | 18.13% |
| 5 Year | 26.38% | 18.29% |
Risk Management
| Scheme Name | Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 19.51% | 13.13% |
| Sharp | 0.67% | 0.94% |
| Beta | 0.99% | 1.03% |
| Alpha | -1.39% | 1.59% |
Fund Managers
| Scheme Name | Nippon India Nifty Smallcap 250 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 Smallcap 250 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.74 | 4.74 |
| Small Cap | 94.34 | - |
| Mid Cap | 1.92 | 3.85 |
| Large Cap | - | 91.41 |
Sector Allocation
| Scheme Name |
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.35 | 0.05 |
| Utilities | 2.69 | 3.71 |
| Consumer Defensive | 4.11 | 7.94 |
| Consumer Cyclical | 11.09 | 14.7 |
| Communication Services | 2.44 | 2.11 |
| Technology | 8.36 | 10.36 |
| Healthcare | 15.17 | 9.93 |
| Industrials | 19.48 | 8.27 |
| Basic Materials | 10.45 | 12.05 |
| Financial Services | 21.98 | 23.12 |
| Real Estate | 2.21 | - |
| Energy | 1.68 | 7.77 |
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