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).
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 28.2413
NAV (Oct 21)
Last 1Y | 64.4% |
Last 3Y | 18.7% |
Last 5Y | 21.5% |
Last 10Y | NA |
Since Inception | 20.4% |
6 Month CAGR | 19.8% |
The scheme seeks 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.
Expense Ratio | 0.79% |
Launched 5Y ago | 2019-02-21 |
AUM in Crores | 844.3 |
ISIN | INF740KA1MD6 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Next 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 17 |
Beta | 1.1 |
Sharpe Ratio | 1 |
YTM | - |
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with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
DSP Nifty Next 50 Index Fund (G) | 12,67,288 | 5,34,676 | 21.5% | |
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.
Trent Ltd.
5.62%Bharat Electronics Ltd.
4.95%Hindustan Aeronautics Ltd.
4.03%Power Finance Corporation Ltd.
3.53%REC Ltd.
3.48%Financial
18.53%Capital Goods
16.57%Services
15.61%Energy
10.92%Consumer Staples
10.39%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 66,206 cr | ||
₹ 24,508 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
18.2% | 16.1% | ||
6.4% | 3.8% | ||
31.9% | 19% | ||
20.9% | 27.2% | ||
8.3% | 8.8% |
DSP Nifty Next 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 20.42% over 5 years. The fund has grown over a period of 5 years. The fund is managed by DSP Mutual Fund. The fund managers are Anil Ghelani, Diipesh Shah.
Nav of DSP Nifty Next 50 Index Fund (G) as of 10/21/2024 is ₹28.24 with the total AUM as of 10/22/2024 is ₹844.26. 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 2019-02-21. The category risk of the fund is High.
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 Total Return Index.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 64.36% 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).
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?
According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your 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.
What is the NAV of DSP Nifty Next 50 Index Fund (G)?
Today's DSP Nifty Next 50 Index Fund (G) NAV is ₹28.24.