Top 50 companies of India have a new address

Introducing DSP Equal NIFTY 50 Fund

A fund that invests equally in India’s top 50 companies that form the NIFTY 50 index to give you a portfolio of #PerfectPachas stocks.

Invest in #PerfectPachas today!

Perfection, Automated.

Equal NIFTY 50 Fund automates 3 key tasks with an aim to deliver a perfect investment solution for sustainable returns at reasonable risk.

Automates where to invest

Ensures you are always invested in #PerfectPachas. No deviations.

Automates how much to invest

Allocates ~2% each to the #PerfectPachas companies. No favorites. No biases.

Automates diversification, smartly

Equal allocation minimizes risk from any over-exposure while ensuring you don’t miss out investing in emerging sectors.

INVEST TO AUTOMATE

Perfect for any pocket

Don’t burn a hole in your pocket to invest in all 50 stocks. Invest partially in each of #PerfectPachas stocks & bring down the total amount needed.

To buy 1 share each of the #PerfectPachas, you would need:

₹1.32 lakh + brokerage

To buy #PerfectPachas stocks with 2% allocation to each, you would need:

₹7.28 lakh + brokerage

With DSP Equal NIFTY 50 Fund, you can begin with:

As low as ₹1,000 as Lumpsum or even ₹500 p.m. through SIP

BEGIN AFFORDABLE INVESTMENT IN #PerfectPachas

All about the fund

Simple. Affordable. Automated. Commitment-free

Only invests in India’s top 50 companies

These are large companies that drive India forward. Their size ensures relatively less volatile business performance.

Follows rule-based investing methodology

The #PerfectPachas stocks are identified based on their inclusion in NIFTY 50 Index. Rules to follow also include investing & retaining equal allocation.

Built to buy low & sell high

To retain equal allocation in #PerfectPachas, the fund books profits in stocks that have run up. And simultaneously buys more of stocks that have corrected.

Allows commitment-free investment

The fund doesn’t levy exit load. Withdraw anytime you want.

INVEST IN #PerfectPachas

Depolarization has Begun - First Big Pause since 2018

It is often seen that Indian markets follow trends observed in the US. We can see that “Depolarisation” has started in the US Markets- top 50 stocks in the S&P 500 Index were increasing since 2015. However, a recent reversal indicates initial signs of depolarization in the US markets.

Similarly a depolarisation trend is visible in India –bottom-30 stocks in the Nifty 50 index have broken-out of a downtrend, which was going on since 2018.

Magic Formula for Wealth Creation - An Equal-Weighted Index

In a tense cricket match, while defending a low total, a calm captain will show faith in the bowler, motivate the fielders & expect equal effort from all players.

It is not about just the ‘heavyweight’ stars, but all players need to perform equally and work hard to try to win the match.

In investing, an index fund using a similar ‘equal effort (weight) strategy’ can deliver similar outcomes.

Simple yet Powerful – Nifty 50 Equal Weight Index Research Paper (Feb 2021)

In this research paper we will see how Nifty 50 Equal Weight Index has performed vs Nifty50 over different time horizons.

We will dig into the reasons behind the performance and also look at the advantages & disadvantages of the Equal Weight strategy.

Peak Polarisation in Large Caps - Start of Mean Reversion?

Nifty 50 index consists of ‘good’ companies that are leaders in their sectors, large in size and have better chances of riding through business cycles.

Stock weights in Nifty 50 are heavily tilted to businesses with higher market capitalization- which effectively means betting more on larger companies.

But who led the rally post polarization in Index heavyweights? Will history repeat?

In times of crises, can the same 50 stocks help fetch better returns with a slight twist in weights?

What is an Equal Weighted Index & how do you invest in it?

We speak of the Nifty and the Sensex and the Dow Jones Indexes, but what are they?

A stock market index is a “barometer” of the market - a set of stocks that, when put together, give you a better understanding of how the market as a whole is moving. In other words, an Index is a way to get an insight on how the overall market is performing....

The Performance of an Equal Weighted Nifty Index

In April 2017, India Index Services & Products – who maintains Indices at the NSE, launched the Nifty 50 Equal Weighted Index. The Index has the same stocks as of Nifty 50. But all stocks in the Index carry equal weights rather than being market-cap based.

Stocks will move every day, so the index is rebalanced every three months to bring everything back to equal weights...

Understanding the risk of an Equal Weighted Index

Since the Index comprises the same set of stocks that are part of Nifty 50, there isn’t too much of a difference between risk profiles of Equal Weighted versus the Market Cap Weighted Index.

The correlation of weekly returns is nearly 96%.

A significant change between Market Cap Weighted Nifty 50 and Equal Weight Nifty 50 is the total free float market capitalization…

Will an Equal Weighted Index outperform other funds?

WIn 1976, when the first Index fund was created by The Vanguard Group, it was referred to as “Bogle’s Folly”. After all, who would rather not pay a higher expense ratio for the ability to beat the markets that Mutual Funds promised versus just performing in line with the markets as the Index funds promised

40 Years later, the stand of Vanguard founder, John C. Bogle has been vindicated like never before..

India’s top 50 companies. Packaged smartly through a rule-based investing concept of Equal Allocation.

INVEST IN #PERFECTPACHAS

For more information, call 1800-200-4499 or write to [email protected].

DSP Equal NIFTY 50 Fund (An open ended scheme replicating NIFTY 50 Equal Weight Index)

This open ended index linked equity Scheme is suitable for investor who are seeking*

Long-term capital growth
Returns that are commensurate with the performance of NIFTY 50 Equal Weight Index, subject to tracking error

Riskometer

Company address: DSP Mutual Fund, Mafatlal Centre, 10th Floor, Nariman Point, Mumbai – 400021

#PerfectPachas refers to the top 50 companies identified by NIFTY 50 index and investments in these stocks are allocated in equal weight.

All logos used in the image are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. The logos shown are as per the their companies’ inclusion in NIFTY 50 index & is in no way intended to say that the investment in them would be made irrespective of their inclusion in the NIFTY 50. The companies indicated above are some of the selected companies out of top 50 currently part of Nifty 50 index however it may or may not form part of the index in future.

IISL Disclaimer: The product on Nifty 50 Equal Weight Index is not sponsored, endorsed, sold or promoted by India Index Services & Products Limited (IISL). IISL does not make and expressly disclaims any representation or warranty, express or implied (including warranties of merchantability or fitness for particular purpose or use) regarding the advisability of investing in the products linked to Nifty 50 Equal Weight Index or particularly in the ability of the Nifty 50 Equal Weight Index to track general stock market performance in India. Please read the full Disclaimers in relation to the Nifty 50 Equal Weight Index in the Offer Document.

For scheme specific risk factors and other details refer Scheme Information Document available on www.dspim.com.

The calculation of money required to buy 1 stock of each company of NIFTY 50 index as well as buy shares in a way that all stocks have a 2% allocation is based on closing price of March 30, 2021 for all the stocks that formed NIFTY 50 index as of March 30, 2021.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.