UTI Nifty Next 50 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Fund | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1946 Cr | ₹4581 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 23 Oct 2017 | 28 Jun 2018 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Equal Weight Total Return Index | Nifty Next 50 TRI |
Turn Over | 25% | 49% |
Expense Ratio | 0.91 | 0.8 |
Manager | Anil Ghelani | Deepesh Agarwal |
ISIN Code | INF740KA1CO4 | INF789FC11T3 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.72% | 2.94% |
6 Month | 1.5% | -8.14% |
1 Year | 3.83% | -5.46% |
3 Year | 20.45% | 21.9% |
5 Year | 24.69% | 21.63% |
SIP Return Analysis
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.9% | 7.82% |
1 Year | 5.93% | -1.63% |
3 Year | 16.04% | 18.44% |
5 Year | 17.54% | 17.49% |
Rolling Lumpsum Returns
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 9.72% | 9.04% |
3 Year | 18.34% | 16.9% |
5 Year | 17.32% | 17.76% |
Risk Management
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.763% | 19.657% |
Sharp | 0.512% | 0.378% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anil Ghelani | Deepesh Agarwal |
Total AUM | ₹0 Cr | ₹35015 Cr |
Funds Managed | 5 | 9 |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth | UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.05 | -0.16 |
Large Cap | 93.95 | 88.41 |
Mid Cap | 4 | 11.75 |
Sector Allocation
Scheme Name |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.13 | -0.16 |
Energy | 9.97 | 2.08 |
Technology | 9.76 | 2.11 |
Industrials | 5.71 | 14.31 |
Basic Materials | 11.92 | 10.19 |
Consumer Defensive | 10.56 | 10.46 |
Financial Services | 22.36 | 23.92 |
Healthcare | 7.54 | 5.83 |
Consumer Cyclical | 16.16 | 12.93 |
Communication Services | 2.03 | 2.68 |
Utilities | 3.87 | 12.12 |
Real Estate | - | 3.53 |
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