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) | ₹2390 Cr | ₹5953 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 | -0.63% | -1.83% |
| 6 Month | 6.27% | 4.05% |
| 1 Year | 11.14% | -2.92% |
| 3 Year | 16.17% | 16.27% |
| 5 Year | 18.2% | 16.29% |
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 | 1.69% | -1.08% |
| 1 Year | 13.29% | 5.98% |
| 3 Year | 14.44% | 14.08% |
| 5 Year | 15.51% | 14.57% |
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 | 7.96% | 6.51% |
| 3 Year | 18.1% | 17.02% |
| 5 Year | 18.35% | 19.26% |
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 | 12.91% | 17.85% |
| Sharp | 0.72% | 0.58% |
| Beta | 1.03% | 1.00% |
| Alpha | 1.59% | -0.78% |
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 | 4.74 | 6.02 |
| Large Cap | 91.41 | 81.38 |
| Mid Cap | 3.85 | 12.6 |
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 | 0.05 | 0.06 |
| Energy | 7.77 | 5.63 |
| Technology | 10.36 | 2.45 |
| Industrials | 8.27 | 10.62 |
| Basic Materials | 12.05 | 12.86 |
| Healthcare | 9.93 | 6.26 |
| Consumer Defensive | 7.94 | 12.21 |
| Financial Services | 23.12 | 20.2 |
| Consumer Cyclical | 14.7 | 11.44 |
| Communication Services | 2.11 | 2.24 |
| Utilities | 3.71 | 12.63 |
| Real Estate | - | 3.41 |
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