HDFC Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare

HDFC Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare

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HDFC Nifty 50 Index Fund - Growth Plan

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DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Fund	HDFC Nifty 50 Index Fund - Growth Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹22531 Cr	₹2390 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	18 Jul 2002	23 Oct 2017
Category	Index	Index
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	NIFTY 50 Equal Weight Total Return Index
Turn Over	8.28%	25%
Expense Ratio	0.36	0.91
Manager	Arun Agarwal	Anil Ghelani
ISIN Code	INF179K01KZ8	INF740KA1CO4
Exits Load	HDFC Nifty 50 Index Fund - Growth Plan charges 0.25% of sell value; if fund sold before 3 days. There are no other charges./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Month	0.63%	-0.18%
6 Month	5.17%	5.94%
1 Year	7.01%	8.78%
3 Year	12.9%	16.2%
5 Year	14.86%	18.63%

SIP Return Analysis

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
6 Month	3.59%	3.15%
1 Year	16.33%	17.26%
3 Year	13.08%	14.89%
5 Year	12.95%	15.52%

Rolling Lumpsum Returns

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Year	13.86%	7.92%
3 Year	12.89%	18.13%
5 Year	12.64%	18.29%

Risk Management

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Standard Deviation	11.55%	12.91%
Sharp	0.53%	0.72%
Beta	1.00%	1.03%
Alpha	-0.41%	1.59%

Fund Managers

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Name	Arun Agarwal	Anil Ghelani
Total AUM	₹110478 Cr	₹0 Cr
Funds Managed	14	5
	HDFC Nifty 50 Index Fund - Growth Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Market Cap

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Others	3.75	5.14
Large Cap	94.87	90.95
Mid Cap	1.38	3.92

Sector Allocation

Scheme Name	HDFC Nifty 50 Index Fund - Growth Plan	DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Others	0.51	0.76
Energy	10.66	7.97
Technology	9.9	9.9
Industrials	7.25	8.13
Basic Materials	6.38	12.27
Healthcare	4.22	9.69
Consumer Defensive	6.7	8.03
Financial Services	36.32	22.41
Consumer Cyclical	10.86	14.89
Communication Services	4.74	2.06
Utilities	2.46	3.89

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