- Mutual Funds
- DSP Mutual Funds
- DSP Nifty 50 Equal Weight Index Fund (RIDCW-A)
Formerly DSP Equal Nifty 50 Fund IDCW-R
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.799
NAV (Oct 3)
Fund Returns
Last 1Y | 20.7% |
Last 3Y | 27.5% |
Last 5Y | 14% |
Last 10Y | NA |
Since Inception | 11.2% |
6 Month CAGR | 21.7% |
Scheme Information
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.
Expense Ratio | 0.89 |
Launched (6y ago) | Oct 23, 2017 |
AUM in Crores | 671.271 |
ISIN | INF740KA1CQ9 |
Lock-in | No Lock-in |
Benchmark | NIFTY 50 Equal Weight Index PR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.3 |
Standard Deviation (5yr) | 19.9 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.358 |
Sharpe Ratio (5yr) | 0.509 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Nifty 50 Equal Weight Index Fund (RIDCW-A) | 10,36,962 | 3,04,350 | 14% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
cipla ltd
2.5%ntpc ltd
2.3%larsen & toubro ltd
2.2%adani ports & special economic zone ltd
2.2%dr reddy's laboratories ltd
2.2%Allocation by Sector
financial services
19.5%basic materials
13.9%consumer cyclical
13.8%technology
12.5%healthcare
10.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
DSP Investment Managers Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
26.4% | 14.6% | ||
26.2% | 14.3% | ||
26.2% | 14.3% | ||
42% | 17.2% | ||
8.2% | 8.5% |
DSP Nifty 50 Equal Weight Index Fund (RIDCW-A) Review
DSP Nifty 50 Equal Weight Index Fund (RIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 11.2% over a period of 5 years. The fund was previously known as DSP Equal Nifty 50 Fund IDCW-R. The fund is managed by DSP Investment Managers Private Limited. The fund managers are Anil Ghelani, Diipesh Shah.
Nav of DSP Nifty 50 Equal Weight Index Fund (RIDCW-A) as of 10/3/2023 is ₹17.80 with the total AUM as of 10/4/2023 is ₹671.271. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Nifty 50 Equal Weight Index Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 Index PR INR.
DSP Nifty 50 Equal Weight Index Fund (RIDCW-A) is rated as a 4 fund in Equity and delivered 20.7% 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 (RIDCW-A).
Frequently Asked Questions
What is DSP Nifty 50 Equal Weight Index Fund (RIDCW-A)?
How to invest in DSP Nifty 50 Equal Weight Index Fund (RIDCW-A)?
You can invest in DSP Nifty 50 Equal Weight Index Fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for DSP Nifty 50 Equal Weight Index Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is DSP Nifty 50 Equal Weight Index Fund (RIDCW-A) good to invest in?
As per Scripbox experts, DSP Nifty 50 Equal Weight Index Fund (RIDCW-A) is a Top Ranked fund. You can investDSP Nifty 50 Equal Weight Index Fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the DSP Nifty 50 Equal Weight Index Fund (RIDCW-A) is 0.89% for regular plan.