Home>Mutual Funds>DSP Mutual Fund>DSP Equal Nifty 50 Fund Direct IDCW

DSP Equal Nifty 50 Fund Direct IDCW

Other
Index
Very High Risk
21.22%
3Y annualised
-1.06% 1D
1M
6M
1Y
3Y
All
NAV: 20 Oct 2021₹16.42
Min. SIP amount₹500
Rating2star
Fund size₹253.59 Cr

Returns and rankings

Category: Other Index
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA72.2%21.2%13.2%
Category averageNA48.0%13.9%NA
Rank with in categoryNA240NA
Understand termsinfo

Holdings (50)

NameSectorInstrumentAssets
EnergyEquity2.2%
EnergyEquity2.2%
Power Grid Corporation of India Ltd.
EnergyEquity2.2%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.1%
EnergyEquity2.1%
EnergyEquity2.1%
Consumer DurableEquity2.1%
EnergyEquity2.1%
MetalsEquity2.1%
HealthcareEquity2.0%
See All

Pros and cons

info
Category: Other Index
thumb_up_alt

Pros

Consistently higher annualised returns than category average for the past 1Y and 3Y
Exit load is zero
Lower expense ratio: 0.39%
1Y category rank: 3
thumb_down_alt

Cons

Lower AUM: 253Cr. Funds with lower AUM tend to have higher expense ratio
Lower alpha: -1.28 The fund has generated returns lower than benchmark - NIFTY 50 Equal Weight TRI - in the last 3Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.39%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Gauri Sekaria
Sep 2017 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

DSP Equal Nifty 50 Fund Direct IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.6
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle