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) | ₹1017 Cr | ₹2391 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 | 0.64% | 0.34% |
| 6 Month | 2.99% | 7.42% |
| 1 Year | -2.51% | 12.11% |
| 3 Year | 13.27% | 16.51% |
| 5 Year | - | 20.03% |
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 | 2.43% | 3.73% |
| 1 Year | 5.38% | 17.49% |
| 3 Year | 9.65% | 15.83% |
| 5 Year | - | 16.38% |
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 | 13.81% | 7.86% |
| 3 Year | 17.1% | 18.18% |
| 5 Year | - | 18.26% |
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 | 12.55% | 13.13% |
| Sharp | 0.58% | 0.94% |
| Beta | 1.00% | 1.03% |
| Alpha | -0.94% | 1.59% |
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 | 1.42 | 5.14 |
| Large Cap | 98.58 | 90.95 |
| Mid Cap | - | 3.92 |
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 | 1.42 | 0.76 |
| Technology | 23.93 | 9.9 |
| Basic Materials | 5.18 | 12.27 |
| Healthcare | 3.49 | 9.69 |
| Financial Services | 37.6 | 22.41 |
| Consumer Defensive | 8.99 | 8.03 |
| Consumer Cyclical | 8.8 | 14.89 |
| Energy | 4.16 | 7.97 |
| Utilities | 6.44 | 3.89 |
| Industrials | - | 8.13 |
| Communication Services | - | 2.06 |
Top Comparisons
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns31.85%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.56%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.69%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns13.78%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns34.34%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.98%
Bandhan Floater Fund Regular - Growth
3Y Returns7.54%