- Mutual Funds
- DSP Mutual Funds
- DSP Nifty Next 50 Index Fund (RIDCW-A)
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 21.9164
NAV (Apr 22)
Fund Returns
Last 1Y | 55.2% |
Last 3Y | 20.5% |
Last 5Y | 16.4% |
Last 10Y | NA |
Since Inception | 17.5% |
6 Month CAGR | 33.7% |
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.
Expense Ratio | 0.79 |
Launched (5y ago) | Feb 21, 2019 |
AUM in Crores | 468.286 |
ISIN | INF740KA1MF1 |
Lock-in | No Lock-in |
Benchmark | Nifty Next 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.6 |
Standard Deviation (5yr) | 19 |
Beta (3yr) | 0.97 |
Beta (5yr) | 0.98 |
Sharpe Ratio (3yr) | 0.829 |
Sharpe Ratio (5yr) | 0.58 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| DSP Nifty Next 50 Index Fund (RIDCW-A) | 11,04,581 | 3,71,969 | 16.4% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
trent ltd
4.8%bharat electronics ltd
4%tata power co ltd
3.7%hindustan aeronautics ltd ordinary shares
3.4%indian oil corp ltd
3.4%Allocation by Sector
financial services
23.7%industrials
18.3%basic materials
13.1%consumer cyclical
12.2%consumer defensive
11.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
DSP Investment Managers Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
21.5% | 15.3% | ||
20.2% | 14.8% | ||
20.2% | 14.8% | ||
37.8% | 18.3% | ||
21.1% | 13.2% |
DSP Nifty Next 50 Index Fund (RIDCW-A) Review
DSP Nifty Next 50 Index Fund (RIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 17.5% 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 (RIDCW-A) as of 4/22/2024 is ₹21.92 with the total AUM as of 4/23/2024 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 (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 3 fund in Equity and delivered 55.2% 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 (RIDCW-A).
Frequently Asked Questions
What is DSP Nifty Next 50 Index Fund (RIDCW-A)?
How to invest in DSP Nifty Next 50 Index Fund (RIDCW-A)?
You can invest in DSP Nifty Next 50 Index Fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for DSP Nifty Next 50 Index Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is DSP Nifty Next 50 Index Fund (RIDCW-A) good to invest in?
As per Scripbox experts, DSP Nifty Next 50 Index Fund (RIDCW-A) is a Neutral fund. You can investDSP Nifty Next 50 Index Fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the DSP Nifty Next 50 Index Fund (RIDCW-A) is 0.79% for regular plan.