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) | ₹1847 Cr | ₹2390 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 | 2.42% | 1.41% |
| 6 Month | 2.77% | 5.55% |
| 1 Year | 1.89% | 12.41% |
| 3 Year | 18.55% | 17.85% |
| 5 Year | - | 18.08% |
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 | 3.02% | 4.85% |
| 1 Year | 14.47% | 19.21% |
| 3 Year | 15.54% | 15.49% |
| 5 Year | - | 15.89% |
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 | 5.58% | 8.15% |
| 3 Year | 19.06% | 18.06% |
| 5 Year | - | 18.37% |
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 | 16.74% | 13.13% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 | -0.02 | 0.04 |
| Large Cap | 93.26 | 99.96 |
| Mid Cap | 6.76 | - |
Sector Allocation
| Scheme Name |
SBI Nifty Next 50 Index Fund - Regular Plan - Growth |
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth |
|---|---|---|
| Others | -0.02 | 0.04 |
| Electrical Equipment | 5.65 | - |
| Pharmaceuticals & Biotechnology | 6.27 | 6.08 |
| Finance | 10.9 | 8.66 |
| Banks | 6.39 | 10.41 |
| Petroleum Products | 5.63 | 2.22 |
| Leisure Services | 2.83 | - |
| Aerospace & Defense | 3.74 | 1.98 |
| Cement & Cement Products | 3.02 | 3.77 |
| Insurance | 2.92 | 4.05 |
| Automobiles | 5.03 | 8.96 |
| Personal Products | 2 | - |
| Power | 9.36 | 3.7 |
| Gas | 2.06 | - |
| Consumer Durables | 1.57 | 4.57 |
| Retailing | 4.79 | 3.49 |
| Beverages | 4.69 | - |
| Diversified Metals | 3.86 | - |
| IT - Software | 2.45 | 10.36 |
| Food Products | 2.99 | 2.09 |
| Industrial Manufacturing | 0.88 | - |
| Non - Ferrous Metals | 0.91 | 2.11 |
| Realty | 3.41 | - |
| Chemicals & Petrochemicals | 3.38 | - |
| Auto Components | 3.6 | - |
| Ferrous Metals | 1.69 | 3.85 |
| Construction | - | 2.17 |
| Healthcare Services | - | 3.86 |
| Diversified FMCG | - | 3.85 |
| Agricultural Food & other Products | - | 2.01 |
| Oil | - | 1.97 |
| Telecom - Services | - | 2.11 |
| Metals & Minerals Trading | - | 1.72 |
| Consumable Fuels | - | 1.86 |
| Transport Services | - | 2.02 |
| Transport Infrastructure | - | 2.09 |
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