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  • DSP Nifty 50 Index Fund (G)
DSP Mutual Funds

DSP Nifty 50 Index Fund (G)

EquityLarge Cap

24.3046

NAV (Sep 18)

19.256%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

Large Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Neutral

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

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

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

24.3046

NAV (Sep 18)

Fund Returns

Last 1Y
26.5%
Last 3Y
13.9%
Last 5Y
19.3%
Last 10Y
NA
Since Inception
17.3%
6 Month CAGR
16%

Scheme Information

Investment Objective

The Scheme seeks to generate returns that are commensurate with the performance of the NIFTY 50 Index, subject to tracking error.

Expense Ratio
0.5
Launched (0y ago)
0.5
AUM in Crores
630.7
ISIN
INF740KA1MJ3
Lock-in
Benchmark
NIFTY 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
13
Beta
1
Sharpe Ratio
0.9
YTM
Fund Managers

Anil Ghelani

Fund Manager

Diipesh Shah

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Nifty 50 Index Fund (G)70%11,92,423 4,59,81119.3%
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 2023-12-21

Top Stock Holdings

HDFC Bank Ltd.

11%
11.01%

Reliance Industries Ltd.

9.2%
9.22%

ICICI Bank Ltd.

7.7%
7.74%

Infosys Ltd.

6.1%
6.11%

ITC Ltd.

4.1%
4.14%
See all holdings

Allocation by Sector

Financial

31.32%
31.32%

Energy

14.25%
14.25%

Technology

13.73%
13.73%

Consumer Staples

8.43%
8.43%

Automobile

8.21%
8.21%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

DSP Mutual Fund

amc-img
phone-img1800-208-4499 / 1800-200-4499
Fund NameScripbox Opinion
Till Date CAGR

20.242%

16.226%

6.969%

3.3%

33.988%

19.063%

19.509%

27.313%

8.233%

8.855%

DSP Nifty 50 Index Fund (G) Review

DSP Nifty 50 Index Fund (G) is a Equity Equity fund and has delivered an annualised return of 17.302% over a period of 5 years. The fund is managed by DSP Mutual Fund. The fund manager’s name is [object Object],[object Object].

Nav of DSP Nifty 50 Index Fund (G) as of 9/18/2024 is ₹24.30 with the total AUM as of 9/19/2024 is ₹630.6535. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Nifty 50 Index Fund (G) was launched on 2019-02-21. The category risk of the fund is Average.

The minimum SIP amount for DSP Nifty 50 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 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 Total Return Index.

DSP Nifty 50 Index Fund (G) is rated as a 3 fund in Equity and delivered 26.471% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Nifty 50 Index Fund (G).

Frequently Asked Questions

What is DSP Nifty 50 Index Fund (G)?

DSP Nifty 50 Index Fund (G) is a Equity 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 Index Fund (G)?

You can invest in DSP Nifty 50 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 Index Fund (G)?

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

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

As per Scripbox experts, DSP Nifty 50 Index Fund (G) is a 3 fund. You can investDSP Nifty 50 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 Index Fund (G)?

The expense ratio of the DSP Nifty 50 Index Fund (G) is 0.5% for regular plan.