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) | ₹2390 Cr | ₹367 Cr | ₹367 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 | ₹200 |
| 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 | 1.49% | -0.13% | -0.13% |
| 6 Month | 5.63% | 2.73% | 2.73% |
| 1 Year | 14.51% | 11.02% | 11.02% |
| 3 Year | 18.18% | 13.59% | 13.59% |
| 5 Year | 18.03% | 13.12% | 13.12% |
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 | 4.85% | 4.3% | 4.3% |
| 1 Year | 19.21% | 15.85% | 15.85% |
| 3 Year | 15.49% | 12.39% | 12.39% |
| 5 Year | 15.89% | 12.24% | 12.24% |
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 | 8.15% | 11.92% | 11.92% |
| 3 Year | 18.06% | 11.8% | 11.8% |
| 5 Year | 18.37% | 11.69% | 11.69% |
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 | 13.13% | 12.45% | 12.45% |
| Sharp | - | - | - |
| Beta | - | - | - |
| Alpha | - | - | - |
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 | 0.04 | 0.08 | 0.08 |
| Large Cap | 99.96 | 99.9 | 99.9 |
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 | 0.08 | 0.08 |
| Petroleum Products | 2.22 | 8.88 | 8.88 |
| IT - Software | 10.36 | 10.22 | 10.22 |
| Construction | 2.17 | 4 | 4 |
| Ferrous Metals | 3.85 | 2.07 | 2.07 |
| Consumer Durables | 4.57 | 2.43 | 2.43 |
| Healthcare Services | 3.86 | 1.34 | 1.34 |
| Diversified FMCG | 3.85 | 5.08 | 5.08 |
| Non - Ferrous Metals | 2.11 | 0.98 | 0.98 |
| Banks | 10.41 | 30.28 | 30.28 |
| Pharmaceuticals & Biotechnology | 6.08 | 2.97 | 2.97 |
| Cement & Cement Products | 3.77 | 2.03 | 2.03 |
| Automobiles | 8.96 | 6.79 | 6.79 |
| Insurance | 4.05 | 1.41 | 1.41 |
| Agricultural Food & other Products | 2.01 | 0.64 | 0.64 |
| Oil | 1.97 | 0.79 | 0.79 |
| Food Products | 2.09 | 0.75 | 0.75 |
| Aerospace & Defense | 1.98 | 1.24 | 1.24 |
| Finance | 8.66 | 5.13 | 5.13 |
| Telecom - Services | 2.11 | 4.8 | 4.8 |
| Metals & Minerals Trading | 1.72 | 0.5 | 0.5 |
| Consumable Fuels | 1.86 | 0.71 | 0.71 |
| Transport Services | 2.02 | 1.08 | 1.08 |
| Power | 3.7 | 2.31 | 2.31 |
| Transport Infrastructure | 2.09 | 0.94 | 0.94 |
| Retailing | 3.49 | 2.53 | 2.53 |
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