- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
PGIM India Retirement Fund vs DSP Nifty Bank Index Fund compare
PGIM India Retirement Fund - Regular (G)
DSP Nifty Bank Index Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | PGIM India Retirement Fund - Regular (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Fund | PGIM India Retirement Fund - Regular (G) | DSP Nifty Bank Index Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹91 Cr | ₹52 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Apr 2024 | 31 May 2024 |
| Category | Retirement Funds | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY Bank TRI |
| Turn Over | % | % |
| Expense Ratio | 2.31 | 0.85 |
| Manager | Vinay Paharia | Anil Ghelani |
| ISIN Code | INF663L01Y46 | INF740KA1UN8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Retirement Fund - Regular (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Month | 2.61% | -0.47% |
| 6 Month | 17.74% | 14.49% |
| 1 Year | 2.18% | 5.76% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | PGIM India Retirement Fund - Regular (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 6 Month | 4.2% | 0.12% |
| 1 Year | 14.15% | 10.76% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Retirement Fund - Regular (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.52% | 8.87% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | PGIM India Retirement Fund - Regular (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | PGIM India Retirement Fund - Regular (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Name | Vinay Paharia | Anil Ghelani |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 10 | 5 |
| PGIM India Retirement Fund - Regular (G) | DSP Nifty Bank Index Fund - Regular (G) |
Market Cap
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 5.53 | 0.41 |
| Large Cap | 37.53 | 84.7 |
| Small Cap | 28.29 | - |
| Mid Cap | 28.65 | 14.89 |
Sector Allocation
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 2.97 | 0.41 |
| Energy | 4.25 | - |
| Consumer Defensive | 6.75 | - |
| Communication Services | 4.95 | - |
| Industrials | 15.91 | - |
| Consumer Cyclical | 10.97 | - |
| Healthcare | 13.14 | - |
| Financial Services | 22.23 | 99.59 |
| Basic Materials | 10.76 | - |
| Technology | 5.51 | - |
| Utilities | 1.26 | - |
| Real Estate | 1.29 | - |
Top Comparisons
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns20.41%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns18.98%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns17.68%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns17.11%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.2%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.98%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.82%
