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) | ₹96 Cr | ₹58 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 | -1.73% | 1.84% |
| 6 Month | - | 6.12% |
| 1 Year | -0.83% | 11.54% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | PGIM India Retirement Fund - Regular (G) | DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| 6 Month | -1.71% | 5.26% |
| 1 Year | 6.68% | 23.17% |
| 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 | 12.97 | 0.12 |
| Large Cap | 33.7 | 83.94 |
| Small Cap | 27.06 | - |
| Mid Cap | 26.27 | 15.94 |
Sector Allocation
| Scheme Name |
PGIM India Retirement Fund - Regular (G) |
DSP Nifty Bank Index Fund - Regular (G) |
|---|---|---|
| Others | 4.45 | 0.12 |
| Energy | 4.29 | - |
| Consumer Defensive | 6 | - |
| Communication Services | 4.81 | - |
| Industrials | 14.94 | - |
| Consumer Cyclical | 12.32 | - |
| Healthcare | 13.67 | - |
| Financial Services | 20.99 | 99.88 |
| Basic Materials | 10.05 | - |
| Technology | 5.98 | - |
| Utilities | 1.2 | - |
| Real Estate | 1.3 | - |
Top Comparisons
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns20.43%
LIC MF Infrastructure Fund-Growth
3Y Returns25.32%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns34.27%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns21.41%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns16.33%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns16.43%