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DSP Mutual Funds

DSP Nifty Next 50 Index Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A)

EquityIndex Funds

16.2784

NAV (Oct 26)

20%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in index funds.

Click here to see our recommendations.

Index funds 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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

149 Cr. Small within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

16.2784

NAV (Oct 26)

Fund Returns

Last 1Y
56.8%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
20%
6 Month CAGR
23.3%
info-icon-blue

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate returns that are commensurate with the performance of the NIFTY 50 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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
0.58
Launched (2y ago)
Feb 21, 2019
AUM in Crores
148.804
ISIN
INF740KA1ME4
Lock-in
No Lock-in
Benchmark
IISL Nifty Next 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Anil Ghelani

Fund Manager

user-avatar

Diipesh Shah

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

DSP Investment Managers Private Limited

DSP Investment Managers Private Limited manages assets worth 116,852 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 54 equity,157 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66578000
  • mail-amc-about
    service@dspblackrock.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    18.7%

    16.8%

    top-ranked-badge

    17.2%

    15.3%

    top-ranked-badge

    17.2%

    15.3%

    top-ranked-badge

    8.5%

    8.4%

    top-ranked-badge

    18.5%

    12.3%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About DSP Nifty Next 50 Index Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A)

    About DSP Nifty Next 50 Index Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A)

    DSP Nifty Next 50 Index Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A) is a Index Funds Equity fund and has delivered an annualised return of 20% over a period of 2 years. . The fund is managed by DSP Investment Managers Private Limited. The fund managers are Anil Ghelani, Diipesh Shah

    DSP Nifty Next 50 Index Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A) Investment Objective

    The investment objective of the Scheme is to generate returns that are commensurate with the performance of the NIFTY 50 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. . However, there is no assurance that the objective of the scheme will be realized.

    DSP Nifty Next 50 Index Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A) NAV,AUM,Risk

    The DSP Nifty Next 50 Index Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A) fund was launched on Feb 21, 2019. The NAV (Net Asset Value) of this Index Funds Equity fund as of 2021-10-26 is ₹16.28. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹148.804. The category risk of the DSP Nifty Next 50 Index Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A) fund is Very High Risk. The fund charges 0.58 % as expense ratio.

    DSP Nifty Next 50 Index Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 100% in this asset class. The top three holdings of the fund are , info edge (india) ltd , avenue supermarts ltd , apollo hospitals enterprise ltd , icici lombard general insurance co ltd , adani enterprises ltd , godrej consumer products ltd , vedanta ltd , dabur india ltd , pidilite industries ltd , adani green energy ltd , havells india ltd , piramal enterprises ltd , adani transmission ltd , jubilant foodworks ltd , ambuja cements ltd , gail (india) ltd , marico ltd , icici prudential life insurance company limited , larsen & toubro infotech ltd , dlf ltd , pi industries ltd , united spirits ltd , indus towers ltd ordinary shares , lupin ltd , colgate-palmolive (india) ltd , cholamandalam investment and finance co ltd , aurobindo pharma ltd , berger paints india ltd , interglobe aviation ltd , hindustan petroleum corp ltd , bandhan bank ltd , acc ltd , siemens ltd , indraprastha gas ltd , bajaj holdings and investment ltd , sbi cards and payment services ltd ordinary shares , hdfc asset management company limited , steel authority of india ltd , nmdc ltd , biocon ltd , muthoot finance ltd , jindal steel & power ltd , bank of baroda , torrent pharmaceuticals ltd , cadila healthcare ltd , gland pharma ltd , bosch ltd , yes bank ltd , punjab national bank , procter & gamble hygiene and health care ltd , treps / reverse repo investments / corporate debt repo , net receivables/payables

    DSP Nifty Next 50 Index Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    DSP Nifty Next 50 Index Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A) Investment volatility and Horizon

    This fund 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 of Income Distribution cum capital Wdrl Opt (PIDCW-A) Review

    DSP Nifty Next 50 Index Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, DSP Nifty Next 50 Index Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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