SBI NIFTY Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
SBI NIFTY Index Fund - Regular Plan - Growth
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI NIFTY Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹11816 Cr | ₹2415 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 11 Jan 2002 | 23 Oct 2017 |
| Category | Index | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | NIFTY 50 Equal Weight Total Return Index |
| Turn Over | 11% | 25% |
| Expense Ratio | 0.46 | 0.91 |
| Manager | Pradeep Kesavan | Anil Ghelani |
| ISIN Code | INF200K01537 | INF740KA1CO4 |
| Exits Load | SBI Nifty Index Fund - Regular Plan - Growth charges 0.2% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.36% | -1.01% |
| 6 Month | 2.04% | 5.07% |
| 1 Year | 9.68% | 12.92% |
| 3 Year | 13.5% | 17.44% |
| 5 Year | 13.87% | 17.87% |
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.56% | 2.54% |
| 1 Year | 12.63% | 15.01% |
| 3 Year | 11.72% | 13.89% |
| 5 Year | 12.25% | 15.09% |
Rolling Lumpsum Returns
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.58% | 8.24% |
| 3 Year | 12.68% | 18.02% |
| 5 Year | 12.23% | 18.28% |
Risk Management
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.34% | 12.66% |
| Sharp | 0.61% | 0.83% |
| Beta | 1.00% | - |
| Alpha | -0.53% | - |
Fund Managers
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Anil Ghelani |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 5 |
| SBI NIFTY Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.97 | 4.14 |
| Large Cap | 95.77 | 91.97 |
| Mid Cap | 1.27 | 3.89 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | -0.42 | 0.12 |
| Energy | 10.98 | 8.01 |
| Technology | 10.46 | 9.75 |
| Industrials | 7.07 | 7.94 |
| Basic Materials | 6.4 | 12.23 |
| Healthcare | 4.17 | 9.86 |
| Consumer Defensive | 6.44 | 7.99 |
| Financial Services | 36.73 | 22.05 |
| Consumer Cyclical | 10.9 | 16.06 |
| Communication Services | 4.95 | 1.99 |
| Utilities | 2.33 | 4 |
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