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- DSP Mutual Funds
- DSP Nifty Next 50 Index Fund (Growth)
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.5168
NAV (Nov 25)
Fund Returns
Last 1Y | -1.1% |
Last 3Y | 14.6% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 14.3% |
6 Month CAGR | 15.1% |
Scheme Information
To invest in companies which are constituents of NIFTY Next 50 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. However,there is no assurance that the objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Expense Ratio | 0.6 |
Launched (3y ago) | Feb 21, 2019 |
AUM in Crores | 233.607 |
ISIN | INF740KA1MD6 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Next 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 21.4 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.99 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.529 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
pidilite industries ltd
3.5%ambuja cements ltd
3.5%tata power co ltd
3.4%bharat electronics ltd
3.4%srf ltd
3.3%Allocation by Sector
basic materials
21.3%financial services
17%consumer defensive
15.1%utilities
14.7%industrials
13.7%Compare DSP Nifty Next 50 Index Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 10,427 cr | ||
₹ 4,865 cr | ||
₹ 15,580 cr | ||
₹ 10,427 cr | ||
₹ 15,580 cr |
About the AMC
DSP Investment Managers Private Limited
DSP Investment Managers Private Limited manages assets worth 125,326 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,164 debt and 26 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
18.3% | 14.5% | ||
18% | 14.2% | ||
18% | 14.2% | ||
21% | 16.3% | ||
13.1% | 14.4% |
DSP Nifty Next 50 Index Fund (G) Review
DSP Nifty Next 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 14.3% over a period of 3 years. The fund is managed by DSP Investment Managers Private Limited. The fund managers are Anil Ghelani, Diipesh Shah.
Nav of DSP Nifty Next 50 Index Fund (G) as of 11/25/2022 is ₹16.52 with the total AUM as of 11/26/2022 is ₹233.607. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Nifty Next 50 Index Fund (G) was launched on Feb 21, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for DSP Nifty Next 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 Next 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 IISL Nifty Next 50 TR INR.
DSP Nifty Next 50 Index Fund (G) is rated as a 0 fund in Equity and delivered -1.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Nifty Next 50 Index Fund (G).
Frequently Asked Questions
What is DSP Nifty Next 50 Index Fund (G)?
How to invest in DSP Nifty Next 50 Index Fund (G)?
You can invest in DSP Nifty Next 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 Next 50 Index Fund (G)?
The minimum sip amount for DSP Nifty Next 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is DSP Nifty Next 50 Index Fund (G) good to invest in?
As per Scripbox experts, DSP Nifty Next 50 Index Fund (G) is a Not Reviewed Yet fund. You can investDSP Nifty Next 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 Next 50 Index Fund (G)?
The expense ratio of the DSP Nifty Next 50 Index Fund (G) is 0.6% for regular plan.