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DSP Mutual Funds

DSP Nifty Next 50 Index Fund (Growth)

EquityLarge Cap

24.3211

NAV (Apr 12)

17.5%
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 ->

Fund Size

Neutral

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

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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

24.3211

NAV (Apr 12)

Fund Returns

Last 1Y
63.6%
Last 3Y
23.5%
Last 5Y
17.5%
Last 10Y
NA
Since Inception
18.9%
6 Month CAGR
38.9%

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.

Expense Ratio
0.79
Launched (5y ago)
Feb 21, 2019
AUM in Crores
468.286
ISIN
INF740KA1MD6
Lock-in
No Lock-in
Benchmark
Nifty Next 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
16.9
Standard Deviation (5yr)
19.2
Beta (3yr)
1
Beta (5yr)
0.99
Sharpe Ratio (3yr)
0.925
Sharpe Ratio (5yr)
0.633
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 Next 50 Index Fund (Growth)70%11,37,424 4,04,81217.5%
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 2024-04-12

Top Stock Holdings

trent ltd

4.8%
4.8%

bharat electronics ltd

4%
4%

tata power co ltd

3.7%
3.7%

hindustan aeronautics ltd ordinary shares

3.4%
3.4%

indian oil corp ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

23.7%
23.7%

industrials

18.3%
18.3%

basic materials

13.1%
13.1%

consumer cyclical

12.2%
12.2%

consumer defensive

11.7%
11.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 21,475 cr

₹ 14,075 cr

₹ 17,313 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 145,448 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

22%

15.3%

20.8%

14.8%

20.8%

14.8%

37.2%

18.2%

21.9%

13.4%

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 18.9% over a period of 5 years. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Anil Ghelani, Diipesh Shah.

Nav of DSP Nifty Next 50 Index Fund (G) as of 4/12/2024 is ₹24.32 with the total AUM as of 4/13/2024 is ₹468.286. 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 Nifty Next 50 TR INR.

DSP Nifty Next 50 Index Fund (G) is rated as a 3 fund in Equity and delivered 63.6% 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 instruments 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 Neutral 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 0.79% for regular plan.