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DSP Nifty 50 Equal Weight Index Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.38 | 38.04 | 0.60 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.58 | 42.78 | 0.32 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY50 Equal Weight - TRI |
About Index Fund
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Peers & Comparison
EquityIndex Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| DSP Nifty 50 Equal Weight Index Fund(IDCW) | 7.73% | 12.89% | 11.61% |
| UTI Nifty 50 Index Fund(IDCW) | 12.15% | 12.79% | 13.09% |
| ICICI Pru Nifty 50 Index Fund(IDCW-Payout) | 12.09% | 12.75% | 13.77% |
| SBI Nifty Index Fund(IDCW-Payout) | 12.14% | 12.79% | 12.89% |
Price Comparison
Compare DSP Nifty 50 Equal Weight Index Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Wipro Ltd3M change : 0.40 %
Holdings
2.39 %
0.40 % - Tech Mahindra Ltd3M change : 0.26 %
Holdings
2.37 %
0.26 % - Bharat Electronics Ltd3M change : 2.36 %
Holdings
2.36 %
2.36 %
AMC Profile
DSP Investment Managers is an independent Indian AMC started in 1996. The DSP group (which owns the AMC) is a 150+ year old financial company which started stock broking as early as the 1860s. Since its inception, the fund house has grown to become one of India's premier AMCs with a track record of over 20 years.
No.of Schemes
57
Total AUM
₹ 1,84,552.96 Cr.
Fund Manager Profile
Anil Ghelani
AUM: ₹4,946.88 Cr.
|
Exp: 18yrs
Diipesh Shah
AUM: ₹4,946.88 Cr.
|
Exp: 20yrs
Manager Performance (0)
Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%