SBI NIFTY Index Fund vs DSP Nifty 50 Equal Weight Index Fund compare

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tortoise-icon SBI NIFTY Index Fund - Regular Plan - Growth

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tortoise-icon DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7935 Cr ₹1557 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 04 Feb 2002 02 Oct 2017
Category Index Fund Index Fund
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY 50 Equal Weight Total Return Index
Turn Over 11% 25%
Expense Ratio 0.48 1
Manager Pradeep Kesavan Anil Ghelani
ISIN Code INF200K01537 INF740KA1CO4
Exits Load Exit load of 0.20% if redeemed within 15 days/365 Nil/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 -3.21% -5.73%
6 Month 10.03% 9.22%
1 Year 25.02% 28.97%
3 Year 10.77% 14.89%
5 Year 15.61% 19.69%

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 Year 13% 12.61%
3 Year 16.3% 20.82%
5 Year 17.44% 22.3%

Rolling Lumpsum Returns

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
1 Year 14.56% 10.97%
3 Year 12.5% 18.8%
5 Year 11.97% 15.09%

Risk Management

Scheme Name SBI NIFTY Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
Standard Deviation 12.48% 13.13%
Sharp 0.67% 0.94%
Beta 0.99% 1.03%
Alpha -1.93% 1.59%

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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
Fund Manage 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 1.08 1.84
Large Cap 98.22 96.03
Mid Cap 0.67 2.13

Sector Allocation

Scheme Name

SBI NIFTY Index Fund - Regular Plan - Growth

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

Financial 33.18 17.97
Others -0.13 0.05
Energy 14.49 10.31
Technology 12.03 10.8
Construction 4.36 1.98
Metals & Mining 3.23 6.69
Materials 4.45 8.23
Consumer Staples 8.01 9.67
Healthcare 4.19 9.74
Automobile 8.04 12.83
Insurance 1.21 3.52
Consumer Discretionary 1.36 1.71
Communication 3.59 2.17
Services 1.96 4.33

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