Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
DSP Nifty Next 50 Index Fund - Direct Plan
|
Very High
|
Please wait... |
0.30 |
|||
Very High
|
Please wait... |
0.46 |
||||
Very High
|
Please wait... |
0.34 |
||||
Very High
|
Please wait... |
0.40 |
||||
Very High
|
Please wait... |
0.18 |
₹720 Cr
--
100
500
100
6
Investment Strategy
The scheme seeks 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.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
1 min read•By Value Research
DSP Nifty Next 50 Index Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index.
Mutual funds can be bought directly from the website of the fund house. For instance, DSP Nifty Next 50 Index Fund - Direct Plan fund can be purchased from the website of DSP Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of DSP Nifty Next 50 Index Fund - Direct Plan is ₹28.0991 as of 14-Aug-2024.
The AUM of DSP Nifty Next 50 Index Fund - Direct Plan Fund is ₹720 Cr as of 31-Jul-2024
The riskometer level of DSP Nifty Next 50 Index Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
5.62
|
|
4.95
|
|
4.03
|
|
3.53
|
|
3.48
|
As of 31-Jul-2024, DSP Nifty Next 50 Index Fund - Direct Plan had invested 99.82% in Equity and 0.18% in Cash & Cash Eq. See More
DSP Nifty Next 50 Index Fund - Direct Plan is 5 years 5 months old. It has delivered 20.75% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
60.48%
|
22.57%
|
23.19%
|
--
|
--
|
20.75%
|
No, There is no lock in period in DSP Nifty Next 50 Index Fund - Direct Plan.
The expense ratio of DSP Nifty Next 50 Index Fund - Direct Plan is 0.30.