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) | ₹1725 Cr | ₹2136 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 | 2.57% | 3.72% |
6 Month | -0.55% | 6.39% |
1 Year | -4.33% | 5.66% |
3 Year | 22.79% | 21.71% |
5 Year | - | 24.64% |
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 | 10.08% | 9.85% |
1 Year | 3.7% | 12.81% |
3 Year | 20.39% | 18.42% |
5 Year | - | 18.91% |
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 | 7.88% | 9.72% |
3 Year | 19.06% | 18.34% |
5 Year | - | 17.32% |
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 | 19.53% | 14.77% |
Sharp | 0.68% | 0.77% |
Beta | 1.00% | - |
Alpha | -0.85% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.31 | 1.88 |
Large Cap | 87 | 93.72 |
Mid Cap | 9.69 | 4.41 |
Sector Allocation
Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
---|---|---|
Others | 0.94 | 0.09 |
Industrials | 14.61 | 6.75 |
Consumer Cyclical | 10.29 | 18.58 |
Healthcare | 6 | 7.64 |
Consumer Defensive | 13.68 | 8.09 |
Financial Services | 20.7 | 24.84 |
Energy | 4.9 | 7.94 |
Basic Materials | 10.01 | 11.06 |
Utilities | 10.62 | 3.62 |
Technology | 2 | 9.35 |
Real Estate | 3.89 | - |
Communication Services | 2.37 | 2.04 |
Top Comparisons
WhiteOak Capital Liquid Fund- Regular plan-Growth Option
3Y Returns6.8%
Sundaram Liquid Fund (G)
3Y Returns6.91%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns35.94%
Invesco India Infrastructure Fund - Growth Option
3Y Returns32.27%
Bandhan Small Cap Fund Regular Growth
3Y Returns34.97%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns31.66%
Templeton India Value Fund - Growth Plan
3Y Returns24.66%
Tata Value Fund - Regular Plan - Growth Option
3Y Returns24.46%