HSBC NIFTY 50 INDEX FUND vs DSP Nifty 50 Equal Weight Index Fund compare
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
HSBC NIFTY 50 INDEX FUND - Regular Growth
Chart Comparison
Overview
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Fund | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2285 Cr | ₹347 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Oct 2017 | 16 Apr 2020 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Equal Weight Total Return Index | NIFTY 50 TRI |
| Turn Over | 25% | 8% |
| Expense Ratio | 0.91 | 0.45 |
| Manager | Anil Ghelani | Praveen Ayathan |
| ISIN Code | INF740KA1CO4 | INF917K01D38 |
| Exits Load | Data not available./365 | HSBC Nifty 50 Index Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Month | 2.3% | 2.88% |
| 6 Month | 8.53% | 7.04% |
| 1 Year | 6.51% | 6.48% |
| 3 Year | 17.97% | 14.29% |
| 5 Year | 22.68% | 17.34% |
SIP Return Analysis
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 6 Month | 4.53% | 3.4% |
| 1 Year | 18.5% | 14.79% |
| 3 Year | 16.46% | 13.53% |
| 5 Year | 16.85% | 13.46% |
Rolling Lumpsum Returns
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| 1 Year | 8.23% | 14.71% |
| 3 Year | 18.32% | 15.33% |
| 5 Year | 17.88% | 19.59% |
Risk Management
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Standard Deviation | 12.97% | 11.75% |
| Sharp | 0.78% | 0.59% |
| Beta | - | 1.00% |
| Alpha | - | -0.50% |
Fund Managers
| Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Name | Anil Ghelani | Praveen Ayathan |
| Total AUM | ₹0 Cr | ₹3762 Cr |
| Funds Managed | 5 | 5 |
| DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | HSBC NIFTY 50 INDEX FUND - Regular Growth |
Market Cap
| Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 4.07 | 3.19 |
| Large Cap | 91.98 | 95.42 |
| Mid Cap | 3.95 | 1.4 |
Sector Allocation
| Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
HSBC NIFTY 50 INDEX FUND - Regular Growth |
|---|---|---|
| Others | 0.04 | 0.07 |
| Energy | 8.01 | 10.36 |
| Technology | 9.87 | 9.9 |
| Industrials | 8.07 | 7.08 |
| Basic Materials | 12.08 | 6.32 |
| Healthcare | 9.88 | 4.29 |
| Consumer Defensive | 8.03 | 6.78 |
| Financial Services | 22.01 | 36.45 |
| Consumer Cyclical | 16.03 | 11.67 |
| Communication Services | 1.96 | 4.53 |
| Utilities | 4.02 | 2.55 |
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