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) | ₹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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