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) | ₹2563 Cr | ₹2285 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 | 2.58% | 3.18% |
| 6 Month | 12.57% | 9.07% |
| 1 Year | -3.5% | 7.35% |
| 3 Year | 21.65% | 16.95% |
| 5 Year | 27.15% | 23.05% |
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 | -0.99% | 1.58% |
| 1 Year | 5.84% | 11.54% |
| 3 Year | 14.6% | 13.55% |
| 5 Year | 17.48% | 15.05% |
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 | 26.02% | 8.23% |
| 3 Year | 24.73% | 18.32% |
| 5 Year | - | 17.88% |
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 | 2.12 | 4.07 |
| Small Cap | 95.66 | - |
| Mid Cap | 2.22 | 3.95 |
| Large Cap | 0 | 91.98 |
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 | -0.09 | 0.04 |
| Utilities | 2.88 | 4.02 |
| Financial Services | 20.62 | 22.01 |
| Consumer Defensive | 3.99 | 8.03 |
| Consumer Cyclical | 11.34 | 16.03 |
| Technology | 8.42 | 9.87 |
| Communication Services | 2.62 | 1.96 |
| Healthcare | 14.97 | 9.88 |
| Industrials | 20.54 | 8.07 |
| Basic Materials | 11.19 | 12.08 |
| Energy | 1.67 | 8.01 |
| Real Estate | 1.85 | - |
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