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) | ₹10345 Cr | ₹2235 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 | 1.47% | 1.23% |
6 Month | 8.47% | 10.44% |
1 Year | 4.68% | 3.58% |
3 Year | 14.79% | 18.44% |
5 Year | 17.64% | 22.99% |
SIP Return Analysis
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.55% | 3.25% |
1 Year | 11.35% | 15.62% |
3 Year | 12.26% | 15.37% |
5 Year | 12.65% | 16.12% |
Rolling Lumpsum Returns
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.83% | 8.23% |
3 Year | 12.55% | 18.32% |
5 Year | 12.16% | 17.88% |
Risk Management
Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.79% | 12.97% |
Sharp | 0.59% | 0.78% |
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 | 3.07 | 4.07 |
Large Cap | 95.53 | 91.98 |
Mid Cap | 1.4 | 3.95 |
Sector Allocation
Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | -0.05 | 0.04 |
Energy | 10.37 | 8.01 |
Technology | 9.91 | 9.87 |
Industrials | 7.09 | 8.07 |
Basic Materials | 6.32 | 12.08 |
Healthcare | 4.3 | 9.88 |
Consumer Defensive | 6.79 | 8.03 |
Financial Services | 36.49 | 22.01 |
Consumer Cyclical | 11.68 | 16.03 |
Communication Services | 4.54 | 1.96 |
Utilities | 2.56 | 4.02 |
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