SBI Nifty Next 50 Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Nifty Next 50 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) | ₹1759 Cr | ₹2198 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 19 May 2021 | 23 Oct 2017 |
Category | Index | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Next 50 TRI | NIFTY 50 Equal Weight Total Return Index |
Turn Over | 52.85% | 25% |
Expense Ratio | 0.76 | 0.91 |
Manager | Raviprakash Sharma | Anil Ghelani |
ISIN Code | INF200KA1V76 | INF740KA1CO4 |
Exits Load | SBI Nifty Next 50 Index Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.98% | 4.17% |
6 Month | 16.63% | 15.84% |
1 Year | -8% | -0.79% |
3 Year | 16.02% | 17.09% |
5 Year | - | 22.53% |
SIP Return Analysis
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.52% | 5.13% |
1 Year | 7.83% | 14.78% |
3 Year | 17.25% | 16% |
5 Year | - | 16.68% |
Rolling Lumpsum Returns
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
1 Year | 6.68% | 8.82% |
3 Year | 19.52% | 18.46% |
5 Year | - | 17.56% |
Risk Management
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 17.96% | 13.24% |
Sharp | 0.48% | 0.65% |
Beta | 1.00% | - |
Alpha | -0.84% | - |
Fund Managers
Scheme Name | SBI Nifty Next 50 Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Name | Raviprakash Sharma | Anil Ghelani |
Total AUM | ₹8390 Cr | ₹0 Cr |
Funds Managed | 5 | 5 |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth | DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | 2.63 | 3.74 |
Large Cap | 87.7 | 92.24 |
Mid Cap | 9.67 | 4.02 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | 0.31 | 0.06 |
Industrials | 14.48 | 5.8 |
Consumer Cyclical | 11.88 | 19.39 |
Healthcare | 6.14 | 8.2 |
Consumer Defensive | 14.22 | 8.27 |
Financial Services | 19.57 | 23.09 |
Energy | 4.87 | 7.61 |
Basic Materials | 10.08 | 12.62 |
Utilities | 10.49 | 3.95 |
Technology | 2.09 | 9.06 |
Real Estate | 3.55 | - |
Communication Services | 2.32 | 1.96 |
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