DSP Nifty 50 ETF
Simplest way to own the top 50 Indian companies easily
To buy just 1 share of each stock in Nifty 50 (as of Oct 29, 2021), you will need to pay over ₹1.5 lakh + brokerage.
But this ETF allows you to buy same 50 stocks starting as low as ₹5,0001
Comparatively lower expense ratio than active large-cap funds
Invests in each stock as per the index, without any bias, no fund manager 'thinking' or emotions involved
~₹ 1 lakh invested 31 years ago would have become over ₹ 62 lakh today2!
14.2% CAGR over the last 31 year period2
15.2% CAGR over any 10 year period, on average3
Disclaimer:
Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments.
These figures pertain to performance of the index and do not in any manner indicate the returns/performance of the Scheme. It is not possible to invest directly in an index.
Invests in all the 50 companies from the Nifty 50 Index
Portfolio weights to each of the companies is by free-float market capitalization (like in the Nifty 50 TRI)
This is an index-matching strategy, so do not expect this to ‘outperform’ the market like active funds.
Expect short-term out-performance or under-performance in the Nifty 50 TRI, esp. during periods of market ups & downs.
-55% in 1 year: Lowest ever 1-year performance3
+109% in 1 year: Highest ever 1-year performance3
Over any 1 year time period, the Nifty 50 TRI has given.
Negative returns
28% of the time3
More than 12% return
52% of the time3
Equity investing means exposure to risk – thus having a long-term (7+ years) outlook is key to maximizing outcomes.
Stock market newbies or beginner-level MF investors
Experienced investors who are looking for lower-cost approaches to investing in the equity market
Those who understand the basics of equity investing & associated risks or have a trusted MF distributor
You need a trading account with a broker/ sub-broker
You also need a Demat account for holding the ETF units
No problem, invest in the DSP Nifty 50 Index Fund the exact same strategy in a mutual fund form
What is an ETF?
Exchange Traded Funds, or ETFs, are a type of security that track an index, sector, commodities or other assets, but which can be purchased or sold on the stock exchange like any regular stock. They combine the features and potential benefits of stocks or bonds and mutual funds. Like individual stocks, ETFs can be traded throughout the day at real time prices that change based on supply and demand.
What are the benefits of an ETF?
Simplicity - Buying / Selling ETFs is as simple as buying / selling any other stock on the exchange.
Realtime Trading - ETFs allow investors to take benefit of intraday movements in the market, which is not possible with open-ended Funds.
Low cost - The cost of investing in ETFs is generally lower than an active fund invested in the same market of assets.
Seamless trading - Existing investors insulated from bearing transaction costs of other investors coming in or going out.
Transparency - Holdings published daily, so investor always knows exactly what is owned.
What do you need to invest in an ETF?
You need a trading account with a broker/ sub broker and a demat account to hold the ETF units. Without these two, you won’t be able to invest in any ETF.
Is there any other existing product based on the Nifty 50 Index?
Yes.
Yes, a few other AMCs also offer ETFs and/ or Index Funds based on the Nifty 50 Index. In fact, we also have a popular index fund based on Nifty 50 TRI, called DSP Nifty 50 Index Fund. Find out more here.
Who is the fund manager for the fund?
Anil Ghelani and Diipesh Shah will be the fund managers of the ETF.
Data Source for any statistics/ figures above unless otherwise mentioned: Internal
1 During the NFO period, you can invest as low as ₹ 5,000. Note that unit allotment (if you invest during the NFO period) will be made at the index price on the date of allotment, not the face value. Once the ETF lists and reopens for investments, you can buy as low as a single unit of the ETF depending on the prevalent market price of the ETF at that point on the exchanges NSE or BSE.
2 From Jul 3, 1990 till Oct 29, 2021. Source: Internal, based on Price Return Index (PRI)
3 Rolling returns basis, time period Apr 29, 1997 till Oct 29, 2021. Source: Internal, based on Total Return Index (TRI)
For more information, product labeling & riskometers of DSP Nifty 50 Index Fund & its benchmark, click here.
This material is for information purposes only. In this material DSP Investment Managers Private Limited (the AMC) has used information that is publicly available, including information developed in-house. For scheme specific risk factors and more details, please read the Scheme Information Document, Statement of Additional Information and Key Information Memorandum of the Scheme available at ISC of AMC and also available on www.dspim.com.
DSP Nifty 50 ETF - An open ended scheme replicating/ tracking Nifty 50 Index
This product is suitable for investors who are seeking*
Long-term capital growth.
Investment in equity and equity related securities covered by Nifty 50 Index, subject to tracking error.
*Investors should consult their financial advisers if in doubt about whether the scheme is suitable for them.
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Benchmark Nifty 50 Index
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It is to be distinctly understood that the permission given by BSE Limited should not in any way be deemed or construed that the SID has been cleared or approved by BSE Limited nor does it certify the correctness or completeness of any of the contents of the SID. The investors are advised to refer to the SID for the full text of the Disclaimer clause of the BSE Limited.
It is to be distinctly understood that the permission given by NSE should not in any way be deemed or construed that the Scheme Information Document has been cleared or approved by NSE nor does it certify the correctness or completeness of any of the contents of the Draft Scheme Information Document. The investors are advised to refer to the Scheme Information Document for the full text of the 'Disclaimer Clause of NSE’.
