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) | ₹92 Cr | ₹51 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 | 2.35% | 4.31% |
| 6 Month | 6.57% | 5.27% |
| 1 Year | 5.28% | 12.12% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | PGIM India Retirement Fund - Regular (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 6 Month | -0.75% | -0.43% |
| 1 Year | 6.66% | 9.35% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Retirement Fund - Regular (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 1 Year | 8.74% | 8.5% |
| 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 | 9.58 | 0.2 |
| Large Cap | 36.15 | 85.24 |
| Small Cap | 27.25 | - |
| Mid Cap | 27.02 | 14.56 |
Sector Allocation
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 5.17 | 0.2 |
| Energy | 4.12 | - |
| Consumer Defensive | 6.07 | - |
| Communication Services | 4.7 | - |
| Industrials | 15.58 | - |
| Consumer Cyclical | 12.63 | - |
| Healthcare | 12.57 | - |
| Financial Services | 21.17 | 99.8 |
| Basic Materials | 10.37 | - |
| Technology | 5.2 | - |
| Utilities | 1.24 | - |
| Real Estate | 1.18 | - |
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