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) | ₹2415 Cr | ₹6070 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 | -0.69% | -0.39% |
| 6 Month | 5.36% | 1.55% |
| 1 Year | 13.65% | 10.21% |
| 3 Year | 17.55% | 20.22% |
| 5 Year | 17.96% | 16.55% |
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 | -1.16% | -3.47% |
| 1 Year | 5.83% | -1.33% |
| 3 Year | 11.79% | 10.74% |
| 5 Year | 14.02% | 12.81% |
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 | 8.24% | 6.28% |
| 3 Year | 18.02% | 17.08% |
| 5 Year | 18.28% | 19.13% |
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 | 13.13% | 16.75% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | 4.14 | 5.63 |
| Large Cap | 91.97 | 81.91 |
| Mid Cap | 3.89 | 12.45 |
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 | 0.12 | -0.02 |
| Energy | 8.01 | 5.9 |
| Technology | 9.75 | 2.43 |
| Industrials | 7.94 | 10.23 |
| Basic Materials | 12.23 | 13.56 |
| Healthcare | 9.86 | 6.24 |
| Consumer Defensive | 7.99 | 12.34 |
| Financial Services | 22.05 | 20.07 |
| Consumer Cyclical | 16.06 | 11.64 |
| Communication Services | 1.99 | 2.24 |
| Utilities | 4 | 12.18 |
| Real Estate | - | 3.19 |
Top Comparisons
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns18.12%
Quant BFSI Fund Regular - Growth
3Y Returns0%
ITI Multi Cap Fund Regular - Growth
3Y Returns19.63%
DSP Multicap Fund - Regular (G)
3Y Returns0%
HDFC Money Market Fund - Growth Option
3Y Returns7.34%
LIC MF Money Market Fund Regular - Growth
3Y Returns6.28%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.29%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.27%