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) | ₹11633 Cr | ₹2390 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 | -0.78% | -1.48% |
| 6 Month | 4.34% | 5.2% |
| 1 Year | 6.89% | 9.09% |
| 3 Year | 12.9% | 16.25% |
| 5 Year | 14.13% | 18.05% |
SIP Return Analysis
| Scheme Name | SBI NIFTY Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.57% | 3.15% |
| 1 Year | 16.22% | 17.26% |
| 3 Year | 12.97% | 14.89% |
| 5 Year | 12.83% | 15.52% |
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 | 11.56% | 13.13% |
| Sharp | 0.52% | 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 | 3.35 | 4.74 |
| Large Cap | 95.31 | 91.41 |
| Mid Cap | 1.34 | 3.85 |
Sector Allocation
| Scheme Name |
SBI NIFTY Index Fund - Regular Plan - Growth |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.04 | 0.05 |
| Energy | 10.88 | 7.77 |
| Technology | 10.23 | 10.36 |
| Industrials | 7.25 | 8.27 |
| Basic Materials | 6.17 | 12.05 |
| Healthcare | 4.32 | 9.93 |
| Consumer Defensive | 6.49 | 7.94 |
| Financial Services | 36.82 | 23.12 |
| Consumer Cyclical | 10.7 | 14.7 |
| Communication Services | 4.79 | 2.11 |
| Utilities | 2.32 | 3.71 |
Top Comparisons
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns17.96%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns19.34%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns11.31%
HSBC Business Cycles Fund - Regular Growth
3Y Returns18.9%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.31%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.29%
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.07%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.19%