DSP Nifty 50 Equal Weight Index Fund Growth
- Index Funds
- Index Funds
- Very High Risk
Explore On
Rating:
5
Key Metrics
Aum
₹2,577.49 Cr
Expense Ratio
0.82%
Exit Load
0.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
23 Oct 2017
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.04% | -- |
| 3 Months | +3.25% | -- |
| 6 Months | -1.52% | -- |
| 1 Year | +1.97% | +1.97% |
| 2 Years | -- | +2.79% |
| 3 Years | +43.93% | +12.91% |
| 5 Years | +85.93% | +13.21% |
| Since Launch | +159.93% | +11.59% |
Holdings as on 11 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Adani Enterprises | 77.29 | 3.00 |
| Adani Ports and Special Economic Zone | 64.21 | 2.49 |
| Hindalco Industries | 63.06 | 2.45 |
| Tata Motors Passenger Vehicles Ltd | 60.54 | 2.35 |
| Trent | 60.03 | 2.33 |
| Grasim Industries | 58.58 | 2.27 |
| Asian Paints | 57.63 | 2.24 |
| Nestle India | 57.46 | 2.23 |
| Bajaj Auto | 56.23 | 2.18 |
| Larsen & Toubro Ltd | 55.44 | 2.15 |
Morning Star Rating
Rating:
5
Risk
Return
Risk & Volitility
0.49
Sharpe Ratio
14.52%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Nippon India Nifty Midcap 150 Index Fund Regular Growth | +4.25% | +18.84% | +16.9% |
| DSP Nifty 50 Equal Weight Index Fund Growth | +1.97% | +12.91% | +13.21% |
| Motilal Oswal Nifty 500 Fund Regular Growth | -1.93% | +11.68% | +11.26% |
| HDFC NIFTY Next 50 Index Fund Regular Growth | +4.31% | +17.41% | -- |
| Bandhan Nifty 50 Index Fund Growth | -5.48% | +7.97% | +9.43% |
Results are calculated on CAGR basis
About Fund
To invest in companies which are constituents of NIFTY 50 Equal Weight 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. There is no assurance that the investment objective of the Scheme will be realized.
The DSP Nifty 50 Equal Weight Index Fund Growth has an AUM of 2577.49 crores & has delivered CAGR of 13.21 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.82%. The minimum investment in DSP Nifty 50 Equal Weight Index Fund Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Adani Enterprises, Adani Ports and Special Economic Zone, Hindalco Industries, Tata Motors Passenger Vehicles Ltd.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Manufacturers, Software & Programming, Biotechnology & Drugs.
Some of the similar funds are Nippon India Nifty Midcap 150 Index Fund Regular Growth, DSP Nifty 50 Equal Weight Index Fund Growth, Motilal Oswal Nifty 500 Fund Regular Growth, HDFC NIFTY Next 50 Index Fund Regular Growth, Bandhan Nifty 50 Index Fund Growth. DSP Nifty 50 Equal Weight Index Fund Growth has a sharpe ratio of 0.49 & a standard deviation of 14.52%.
FAQs
According to the morning star rating DSP Nifty 50 Equal Weight Index Fund Growth has a Medium risk & Exceptional return.
DSP Nifty 50 Equal Weight Index Fund Growth is managed by Anil Ghelani,Diipesh Shah,Neha Rathi.
The expense ratio of DSP Nifty 50 Equal Weight Index Fund Growth is 0.82%.
The 5 year annualized return on DSP Nifty 50 Equal Weight Index Fund Growth is 13.21% & it has generated 1.97% in the last 1 year.
The minimum investment in DSP Nifty 50 Equal Weight Index Fund Growth is 100 Rs.
DSP Nifty 50 Equal Weight Index Fund Growth has an AUM of 2577.49 crores.
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