DSP Nifty 50 Equal Weight Index Fund vs UTI Nifty Next 50 Index Fund compare
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2198 Cr | ₹5482 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 Oct 2017 | 28 Jun 2018 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Equal Weight Total Return Index | Nifty Next 50 TRI |
Turn Over | 25% | 49% |
Expense Ratio | 0.91 | 0.8 |
Manager | Anil Ghelani | Deepesh Agarwal |
ISIN Code | INF740KA1CO4 | INF789FC11T3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.09% | 3.16% |
6 Month | 15.4% | 16.56% |
1 Year | -1.76% | -8.86% |
3 Year | 15.92% | 14.64% |
5 Year | 22.27% | 19.97% |
SIP Return Analysis
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.13% | 3.51% |
1 Year | 14.78% | 7.86% |
3 Year | 16% | 17.3% |
5 Year | 16.68% | 16.38% |
Rolling Lumpsum Returns
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.82% | 8.17% |
3 Year | 18.46% | 17.14% |
5 Year | 17.56% | 18.97% |
Risk Management
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.24% | 17.95% |
Sharp | 0.65% | 0.48% |
Beta | - | 1.00% |
Alpha | - | -0.80% |
Fund Managers
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anil Ghelani | Deepesh Agarwal |
Total AUM | ₹0 Cr | ₹35015 Cr |
Funds Managed | 5 | 9 |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.09 | 2.48 |
Large Cap | 91.78 | 87.86 |
Mid Cap | 4.13 | 9.67 |
Sector Allocation
Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.24 | 0.15 |
Energy | 7.88 | 5.09 |
Technology | 9.08 | 2.04 |
Industrials | 5.98 | 14.56 |
Basic Materials | 12.47 | 10 |
Consumer Defensive | 8.12 | 13.89 |
Financial Services | 23.85 | 20.27 |
Healthcare | 8.29 | 6.34 |
Consumer Cyclical | 17.99 | 10.99 |
Communication Services | 1.99 | 2.33 |
Utilities | 4.1 | 10.68 |
Real Estate | - | 3.65 |
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