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) | ₹2285 Cr | ₹330 Cr | ₹330 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 | 2.45% | 2.82% | 2.82% |
| 6 Month | 8.82% | 5.53% | 5.53% |
| 1 Year | 7.78% | 6.87% | 6.87% |
| 3 Year | 16.39% | 12.29% | 12.29% |
| 5 Year | 22.43% | 16.56% | 16.56% |
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 | 4.87% | 3.71% | 3.71% |
| 1 Year | 18.03% | 13.96% | 13.96% |
| 3 Year | 15.87% | 12.31% | 12.31% |
| 5 Year | 16.29% | 12.34% | 12.34% |
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 | 8.23% | 12.17% | 12.17% |
| 3 Year | 18.32% | 11.7% | 11.7% |
| 5 Year | 17.88% | 11.63% | 11.63% |
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 | 12.97% | 12.45% | 12.45% |
| Sharp | 0.78% | 0.64% | 0.64% |
| Beta | 1.02% | 0.99% | 0.99% |
| Alpha | 1.55% | -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 | 4.07 | 0.22 | 0.22 |
| Large Cap | 91.98 | 99.77 | 99.77 |
| Mid Cap | 3.95 | - | - |
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 | 0.04 | 0.22 | 0.22 |
| Energy | 8.01 | - | - |
| Technology | 9.87 | - | - |
| Industrials | 8.07 | - | - |
| Basic Materials | 12.08 | - | - |
| Healthcare | 9.88 | - | - |
| Consumer Defensive | 8.03 | - | - |
| Financial Services | 22.01 | - | - |
| Consumer Cyclical | 16.03 | - | - |
| Communication Services | 1.96 | - | - |
| Utilities | 4.02 | - | - |
| Petroleum Products | - | 8.18 | 8.18 |
| IT - Software | - | 9.89 | 9.89 |
| Construction | - | 3.81 | 3.81 |
| Ferrous Metals | - | 2.16 | 2.16 |
| Consumer Durables | - | 2.16 | 2.16 |
| Healthcare Services | - | 1.38 | 1.38 |
| Diversified FMCG | - | 5.41 | 5.41 |
| Non - Ferrous Metals | - | 0.96 | 0.96 |
| Banks | - | 30.05 | 30.05 |
| Pharmaceuticals & Biotechnology | - | 2.9 | 2.9 |
| Cement & Cement Products | - | 2.19 | 2.19 |
| Automobiles | - | 7.5 | 7.5 |
| Insurance | - | 1.43 | 1.43 |
| Agricultural Food & other Products | - | 0.65 | 0.65 |
| Oil | - | 0.82 | 0.82 |
| Food Products | - | 0.73 | 0.73 |
| Aerospace & Defense | - | 1.27 | 1.27 |
| Finance | - | 4.96 | 4.96 |
| Telecom - Services | - | 4.53 | 4.53 |
| Metals & Minerals Trading | - | 0.58 | 0.58 |
| Consumable Fuels | - | 0.78 | 0.78 |
| Transport Services | - | 1.06 | 1.06 |
| Power | - | 2.54 | 2.54 |
| Transport Infrastructure | - | 0.92 | 0.92 |
| Retailing | - | 2.91 | 2.91 |
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