DBX7 vs. FLXI - ETF Comparison
DBX7 - Xtrackers Nifty 50 Swap UCITS ETF 1C
The Xtrackers Nifty 50 Swap UCITS ETF 1C is an equity ETF that tracks the Nifty 50 index, which comprises 50 stocks from 22 sectors of the Indian economy. The fund uses a synthetic replication strategy with a swap and has an expense ratio of 0.85%. It is an accumulating ETF, meaning dividends are reinvested in the fund.
FLXI - Franklin FTSE India UCITS ETF
The Franklin FTSE India UCITS ETF is an exchange-traded fund that tracks the FTSE India 30/18 Capped index, providing investors with exposure to large and medium market capitalization Indian companies. The fund employs a full replication strategy and has a total expense ratio of 0.19% per annum.
| DBX7 | FLXI | |
|---|---|---|
| Fund Name | Xtrackers Nifty 50 Swap UCITS ETF 1C | Franklin FTSE India UCITS ETF |
| Fund Provider | Deutsche Bank | Franklin Templeton |
| Index | Nifty 50 | FTSE India 30/18 Capped |
| Asset Class | Equity | Equity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.85% | 0.19% |
| Inception Date | 2007-07-05 | 2019-06-25 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | India | India |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.