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

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

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

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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) ₹10009 Cr ₹2198 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 -1.56% -1.04%
6 Month 8.04% 9.33%
1 Year 2.81% 1.17%
3 Year 12.32% 15.68%
5 Year 17.84% 22.33%

SIP Return Analysis

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
6 Month 2.4% 3%
1 Year 5.47% 5.85%
3 Year 11.7% 14.19%
5 Year 12.66% 15.95%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Year 13.95% 8.82%
3 Year 12.52% 18.46%
5 Year 12.13% 17.56%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Standard Deviation 12.14% 13.33%
Sharp 0.59% 0.73%
Beta 1.00% -
Alpha -0.54% -

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 3.17 4.09
Large Cap 95.69 91.78
Mid Cap 1.14 4.13

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

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

Others 0.3 0.24
Energy 10.52 7.88
Technology 10.42 9.08
Industrials 5.91 5.98
Basic Materials 6.11 12.47
Consumer Defensive 6.73 8.12
Financial Services 37.74 23.85
Healthcare 3.77 8.29
Consumer Cyclical 11.28 17.99
Communication Services 4.63 1.99
Utilities 2.58 4.1

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