Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI NIFTY Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare

Link copied to clipboard!

tortoise-icon SBI NIFTY Index Fund - Regular Plan - Growth

Invest Now

tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹11312 Cr ₹2391 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 2.31% 1.52%
6 Month 6.28% 7.75%
1 Year 6.77% 8.9%
3 Year 12.57% 15.95%
5 Year 15.27% 19%

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
6 Month 4.55% 4.33%
1 Year 17.77% 19.05%
3 Year 13.42% 15.46%
5 Year 13.15% 15.91%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Year 13.7% 7.92%
3 Year 12.64% 18.13%
5 Year 12.19% 18.29%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Standard Deviation 11.69% 13.13%
Sharp 0.57% 0.94%
Beta 1.00% 1.03%
Alpha -0.53% 1.59%

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 2.86 0.02
Large Cap 95.75 99.98
Mid Cap 1.39 -

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Others -0.41 0.02
Energy 10.76 -
Technology 9.99 -
Industrials 7.32 -
Basic Materials 6.44 -
Healthcare 4.26 -
Consumer Defensive 6.76 -
Financial Services 36.65 -
Consumer Cyclical 10.96 -
Communication Services 4.79 -
Utilities 2.48 -
Petroleum Products - 2.1
IT - Software - 9.9
Construction - 2.15
Ferrous Metals - 4.1
Consumer Durables - 4.18
Healthcare Services - 3.92
Diversified FMCG - 3.93
Non - Ferrous Metals - 2.21
Banks - 10.11
Pharmaceuticals & Biotechnology - 5.77
Cement & Cement Products - 3.93
Automobiles - 9.71
Insurance - 3.96
Agricultural Food & other Products - 2
Oil - 2.07
Food Products - 2.1
Aerospace & Defense - 2.05
Finance - 8.34
Telecom - Services - 2.06
Metals & Minerals Trading - 1.87
Consumable Fuels - 1.92
Transport Services - 1.93
Power - 3.89
Transport Infrastructure - 2
Retailing - 3.78

Top Comparisons

Sundaram Arbitrage Fund Regular Growth Sundaram Arbitrage Fund Regular Growth

3Y Returns6.79%

VS

BANDHAN Arbitrage Fund - Regular Plan - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth

3Y Returns7.04%

Compare Now

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns7.37%

VS

Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option

3Y Returns7.4%

Compare Now

Bandhan Large & Mid Cap Fund - Regular Plan - Growth Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns22.43%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns18.9%

Compare Now

HDFC Floating Rate Debt Fund - Growth Option HDFC Floating Rate Debt Fund - Growth Option

3Y Returns7.98%

VS

Nippon India Floater Fund - Regular Plan - Growth Option Nippon India Floater Fund - Regular Plan - Growth Option

3Y Returns7.87%

Compare Now
Add to Cart Successfully