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  • DSP Nifty Next 50 Index Fund (Growth)
DSP Mutual Funds

DSP Nifty Next 50 Index Fund (Growth)

EquityLarge Cap

16.5168

NAV (Nov 25)

14.3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

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

Investment Objective

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

Diipesh Shah

Fund Manager

Anil Ghelani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-11-25

Top Stock Holdings

pidilite industries ltd

3.5%
3.5%

ambuja cements ltd

3.5%
3.5%

tata power co ltd

3.4%
3.4%

bharat electronics ltd

3.4%
3.4%

srf ltd

3.3%
3.3%
See all holdings

Allocation by Sector

basic materials

21.3%
21.3%

financial services

17%
17%

consumer defensive

15.1%
15.1%

utilities

14.7%
14.7%

industrials

13.7%
13.7%
See all sectors

Compare DSP Nifty Next 50 Index Fund (Growth)

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

₹ 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.

amc-img

  • 022-66578000
  • service@dspblackrock.com
  • Fund NameScripbox 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)?

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

    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.