LIC MF Nifty 50 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
LIC MF Nifty 50 Index Fund-Growth
LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Fund | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹2198 Cr | ₹333 Cr | ₹333 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 23 Oct 2017 | 05 Dec 2002 | 05 Dec 2002 |
Category | Index | Index | Index |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 50 Equal Weight Total Return Index | NIFTY 50 TRI | NIFTY 50 TRI |
Turn Over | 25% | % | 40% |
Expense Ratio | 0.91 | 1.01 | 1.01 |
Manager | Anil Ghelani | Sumit Bhatnagar | Sumit Bhatnagar |
ISIN Code | INF740KA1CO4 | INF767K01162 | INF767K01162 |
Exits Load | Data not available./365 | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | LIC MF Nifty 50 Index Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 1.33% | 0.45% | 0.45% |
6 Month | 10.94% | 9.66% | 9.66% |
1 Year | 0.62% | 1.6% | 1.6% |
3 Year | 16.36% | 12.18% | 12.18% |
5 Year | 22.25% | 17.27% | 17.27% |
SIP Return Analysis
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 3% | 2.27% | 2.27% |
1 Year | 5.85% | 4.93% | 4.93% |
3 Year | 14.19% | 11.04% | 11.04% |
5 Year | 15.95% | 12.02% | 12.02% |
Rolling Lumpsum Returns
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 8.82% | 12.29% | 12.29% |
3 Year | 18.46% | 11.65% | 11.65% |
5 Year | 17.56% | 11.6% | 11.6% |
Risk Management
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 13.33% | 12.45% | 12.45% |
Sharp | 0.73% | 0.64% | 0.64% |
Beta | - | 0.99% | 0.99% |
Alpha | - | -2.33% | -2.33% |
Fund Managers
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Name | Anil Ghelani | Sumit Bhatnagar | Sumit Bhatnagar |
Total AUM | ₹0 Cr | ₹1786 Cr | ₹1786 Cr |
Funds Managed | 5 | 6 | 6 |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | LIC MF Nifty 50 Index Fund-Growth | LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | 4.09 | 3.38 | 3.38 |
Large Cap | 91.78 | 95.48 | 95.48 |
Mid Cap | 4.13 | 1.14 | 1.14 |
Sector Allocation
Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
LIC MF Nifty 50 Index Fund-Growth |
LIC MF Nifty 50 Index Fund-Regular Plan-Growth |
---|---|---|---|
Others | 0.24 | 0.53 | 0.53 |
Energy | 7.88 | 10.5 | 10.5 |
Technology | 9.08 | 10.39 | 10.39 |
Industrials | 5.98 | 5.9 | 5.9 |
Basic Materials | 12.47 | 6.08 | 6.08 |
Consumer Defensive | 8.12 | 6.71 | 6.71 |
Financial Services | 23.85 | 37.68 | 37.68 |
Healthcare | 8.29 | 3.76 | 3.76 |
Consumer Cyclical | 17.99 | 11.25 | 11.25 |
Communication Services | 1.99 | 4.63 | 4.63 |
Utilities | 4.1 | 2.57 | 2.57 |
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