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  • DSP Nifty 50 Equal Weight Index Fund (Growth)

Formerly DSP Equal Nifty 50 Fund Gr

DSP Mutual Funds

DSP Nifty 50 Equal Weight Index Fund (Growth)

EquityLarge Cap
Top Ranked

22.0709

NAV (Apr 18)

16.4%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Large Cap Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

22.0709

NAV (Apr 18)

Fund Returns

Last 1Y
36.6%
Last 3Y
19.8%
Last 5Y
16.4%
Last 10Y
NA
Since Inception
13%
6 Month CAGR
16.4%

Scheme Information

Investment Objective

To invest in companies which are constituents of NIFTY 50 Equal Weight Index (underlying Index) in the same proportion as in the index and seeks to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index,subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
1
Launched (7y ago)
Oct 23, 2017
AUM in Crores
1195.366
ISIN
INF740KA1CO4
Lock-in
No Lock-in
Benchmark
NIFTY 50 Equal Weight TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.5
Standard Deviation (5yr)
19.9
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.112
Sharpe Ratio (5yr)
0.645
YTM
0
Fund Managers

Diipesh Shah

Fund Manager

Anil Ghelani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Nifty 50 Equal Weight Index Fund (Growth)70%11,04,581 3,71,96916.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-18

Top Stock Holdings

bajaj finance ltd

2.1%
2.1%

adani ports & special economic zone ltd

2.1%
2.1%

larsen & toubro ltd

2.1%
2.1%

state bank of india

2%
2%

hero motocorp ltd

2%
2%
See all holdings

Allocation by Sector

financial services

22.1%
22.1%

consumer cyclical

14.1%
14.1%

basic materials

12%
12%

technology

11.7%
11.7%

energy

10%
10%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 136,361 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 48 equity,114 debt and 19 hybrid funds.amc-img
phone-img022-66578000
Fund NameScripbox Opinion
Till Date CAGR

20.5%

15.2%

19.2%

14.7%

19.2%

14.7%

36.2%

18.2%

19.8%

13%

DSP Nifty 50 Equal Weight Index Fund (G) Review

DSP Nifty 50 Equal Weight Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 13% over a period of 6 years. The fund was previously known as DSP Equal Nifty 50 Fund Gr. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Anil Ghelani, Diipesh Shah.

Nav of DSP Nifty 50 Equal Weight Index Fund (G) as of 4/18/2024 is ₹22.07 with the total AUM as of 4/19/2024 is ₹1195.366. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Nifty 50 Equal Weight Index Fund (G) was launched on Oct 23, 2017. The category risk of the fund is Very High Risk.

The minimum SIP amount for DSP Nifty 50 Equal Weight Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

DSP Nifty 50 Equal Weight Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Equal Weight TR INR.

DSP Nifty 50 Equal Weight Index Fund (G) is rated as a 4 fund in Equity and delivered 36.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Nifty 50 Equal Weight Index Fund (G).

Frequently Asked Questions

What is DSP Nifty 50 Equal Weight Index Fund (G)?

DSP Nifty 50 Equal Weight Index Fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in DSP Nifty 50 Equal Weight Index Fund (G)?

You can invest in DSP Nifty 50 Equal Weight Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of DSP Nifty 50 Equal Weight Index Fund (G)?

The minimum sip amount for DSP Nifty 50 Equal Weight Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is DSP Nifty 50 Equal Weight Index Fund (G) good to invest in?

As per Scripbox experts, DSP Nifty 50 Equal Weight Index Fund (G) is a Top Ranked fund. You can investDSP Nifty 50 Equal Weight Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the DSP Nifty 50 Equal Weight Index Fund (G)?

The expense ratio of the DSP Nifty 50 Equal Weight Index Fund (G) is 1% for regular plan.