Nippon India Nifty 50 Value 20 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1051 Cr | ₹2415 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 19 Feb 2021 | 23 Oct 2017 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Value 20 TRI | NIFTY 50 Equal Weight Total Return Index |
| Turn Over | 39% | 25% |
| Expense Ratio | 0.76 | 0.91 |
| Manager | Himanshu Mange | Anil Ghelani |
| ISIN Code | INF204KB19Y8 | INF740KA1CO4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.23% | -1.73% |
| 6 Month | 3.8% | 3.81% |
| 1 Year | 1.52% | 13.05% |
| 3 Year | 13.34% | 16.68% |
| 5 Year | - | 16.87% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.39% | 1.69% |
| 1 Year | 10.1% | 13.11% |
| 3 Year | 9.32% | 13.7% |
| 5 Year | - | 14.95% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.6% | 8.24% |
| 3 Year | 16.07% | 18.02% |
| 5 Year | - | 18.28% |
Risk Management
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.88% | 13.13% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Name | Himanshu Mange | Anil Ghelani |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 10 | 5 |
| Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | -0.02 | 4.14 |
| Large Cap | 100.02 | 91.97 |
| Mid Cap | - | 3.89 |
Sector Allocation
| Scheme Name |
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | -0.02 | 0.12 |
| Technology | 27.26 | 9.75 |
| Basic Materials | 2.82 | 12.23 |
| Healthcare | 3.57 | 9.86 |
| Financial Services | 38.96 | 22.05 |
| Consumer Defensive | 8.53 | 7.99 |
| Consumer Cyclical | 8.78 | 16.06 |
| Energy | 4.04 | 8.01 |
| Utilities | 6.06 | 4 |
| Industrials | - | 7.94 |
| Communication Services | - | 1.99 |
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