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DSP Equal Nifty 50 Fund Direct Growth-1.55%

18.86%
1 Year Return
Others
Index
2.0star
6M
1Y
3Y
All

Fund Details

DSP Equal Nifty 50 Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.39%
NAV₹11.92 (27 Jan 2021)
Fund Started20 Oct 2017
Fund Size120 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
18.9%
4.4%
-
6.6%
Category Average
15.1%
7.7%
13.7%
-
Rank Within Category
7
48
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 18.9% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.37%
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Age is less than 3 years
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
JSW Steel Ltd.MetalsEquity2.0%
Indusind Bank Ltd.FinancialEquity2.0%
Tata Motors Ltd.AutomobileEquity2.0%
Titan Company Ltd.Cons DurableEquity2.0%
Ultratech Cement Ltd.ConstructionEquity2.0%
Asian Paints Ltd.ChemicalsEquity2.0%
Housing Development Finance Corpn. Ltd.FinancialEquity2.0%
ICICI Bank Ltd.FinancialEquity2.0%
Eicher Motors Ltd.AutomobileEquity2.0%
Grasim Industries Ltd.ConstructionEquity2.0%
See All

Fund Managers

Gauri Sekaria
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DSP Equal Nifty 50 Fund Direct Growth Details

DSP Equal Nifty 50 Fund Direct Growth is a Others Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 20 Oct 2017. Gauri Sekaria is the Current Fund Manager of DSP Equal Nifty 50 Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹120 Cr and the Latest NAV as of 27 Jan 2021 is ₹11.92.

The DSP Equal Nifty 50 Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

Investment Objective

The scheme seeks 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.

Tax Implications

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.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Nil
Exit Load

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About DSP Mutual Fund

Address
Mafatlal Centre, 10th Floor, Nariman Point Mumbai 400021
Phone
022 66578000
Launch Date
16 Dec 1996
DSP Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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