DSP Nifty 50 Equal Weight Index Fund-Reg(G)
View the direct plan of this scheme
Rs 23.7544 -0.1652(-0.691 %) NAV as on 09 May 2025
Scheme Objective: To invest in companies which are constituents of NIFTY 50 Equal Weight Index (underlying Index) inthe same proportion as in the index and seeks to generate returns that are commensurate (beforefees and expenses) with the performance of the underlying Index, subject to tracking error.However, there is no assurance that the objective of the Scheme will be achieved. The Schemedoes not assure or guarantee any returns.
Performance (As on 09 May 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -2.74 % | 7.53 % | 17.17 % | 26.46 % | 12.14 % |
NIFTY 50 | -0.58 % | 9.34 % | 13.76 % | 20.99 % | N/A |
Portfolio
Index funds aim to mimic a specific index. It could be the Nifty 50, or the Nifty Next 50, the Sensex and so on. These funds invest in the stocks that make up that index, in the exact same weights. An index fundu2019s performance moves in line with the index. However, there may be deviation in returns on account of expenses, cash kept to meet redemption requirements, and difficulty in buying and selling stocks in the index. Depending on the index, some can beat actively managed funds.
Index funds suit investors who simply want a passive strategy with no fund-management risks. Depending on the index, risk appetite required may be conservative to high. The minimum period for which these funds need to be held is 5 years.