Nippon India Nifty Midcap 150 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Nifty Midcap 150 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) | ₹2106 Cr | ₹2390 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 17 Feb 2021 | 23 Oct 2017 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY 50 Equal Weight Total Return Index |
| Turn Over | 36% | 25% |
| Expense Ratio | 0.8 | 0.91 |
| Manager | Himanshu Mange | Anil Ghelani |
| ISIN Code | INF204KB15Z3 | INF740KA1CO4 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.1% | -0.18% |
| 6 Month | 2.92% | 5.94% |
| 1 Year | 1.48% | 8.78% |
| 3 Year | 21.5% | 16.2% |
| 5 Year | - | 18.63% |
SIP Return Analysis
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2% | 3.15% |
| 1 Year | 17.07% | 17.26% |
| 3 Year | 17.89% | 14.89% |
| 5 Year | - | 15.52% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.36% | 7.92% |
| 3 Year | 24.66% | 18.13% |
| 5 Year | - | 18.29% |
Risk Management
| Scheme Name | Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.73% | 12.91% |
| Sharp | 0.96% | 0.72% |
| Beta | 1.00% | 1.03% |
| Alpha | -0.91% | 1.59% |
Fund Managers
| Scheme Name | Nippon India Nifty Midcap 150 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 Midcap 150 Index Fund - Regular Plan - Growth Option | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.59 | 5.14 |
| Mid Cap | 87.08 | 3.92 |
| Large Cap | 8.96 | 90.95 |
| Small Cap | 1.38 | - |
Sector Allocation
| Scheme Name |
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | -0.05 | 0.76 |
| Utilities | 3.08 | 3.89 |
| Industrials | 18.23 | 8.13 |
| Financial Services | 24.41 | 22.41 |
| Consumer Cyclical | 13.09 | 14.89 |
| Basic Materials | 9.34 | 12.27 |
| Technology | 10.68 | 9.9 |
| Consumer Defensive | 4.36 | 8.03 |
| Healthcare | 8.48 | 9.69 |
| Real Estate | 3.09 | - |
| Energy | 2.41 | 7.97 |
| Communication Services | 2.88 | 2.06 |
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