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) | ₹2690 Cr | ₹2391 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 | -0.32% | 0.5% |
| 6 Month | 3.63% | 5.69% |
| 1 Year | 0.92% | 12.27% |
| 3 Year | 21.06% | 16.88% |
| 5 Year | 25.24% | 20.34% |
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 | -1.23% | 4% |
| 1 Year | 7.83% | 18.01% |
| 3 Year | 14.92% | 15.68% |
| 5 Year | 17.46% | 16.11% |
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 | 25.27% | 7.78% |
| 3 Year | 24.2% | 18.2% |
| 5 Year | 26.71% | 18.24% |
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 | 19.30% | 12.97% |
| Sharp | 0.78% | 0.78% |
| Beta | 0.99% | 1.02% |
| Alpha | -1.39% | 1.55% |
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 | 2.85 | 5.14 |
| Small Cap | 95.05 | - |
| Mid Cap | 2.1 | 3.92 |
| Large Cap | - | 90.95 |
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 | 0.23 | 0.76 |
| Utilities | 2.84 | 3.89 |
| Consumer Defensive | 3.96 | 8.03 |
| Consumer Cyclical | 11.15 | 14.89 |
| Communication Services | 2.55 | 2.06 |
| Technology | 8.44 | 9.9 |
| Healthcare | 14.88 | 9.69 |
| Industrials | 19.92 | 8.13 |
| Basic Materials | 11.14 | 12.27 |
| Financial Services | 21.36 | 22.41 |
| Energy | 1.68 | 7.97 |
| Real Estate | 1.86 | - |
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