How to check the XIRR of DSP Nifty 50 Equal Weight ETF?

You can track the exact XIRR and portfolio overlapping of DSP Nifty 50 Equal Weight ETF alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for DSP Nifty 50 Equal Weight ETF?

Use the MutualSaathi Portfolio Analyzer to compare DSP Nifty 50 Equal Weight ETF with other funds, PMS, and AIFs to detect hidden stock overlaps.

DSP NIFTY 50 Equal Weight ETF

DSP Mutual Fund

Expense Ratio: N/A

Risk: Very High

Other Scheme - Other ETFs

Plan: Regular

Benchmark: NIFTY 50 Equal Weight TRI

Inception: 18-10-2021

Exit Load: Nil

Fund Size:₹1,024.03 Cr

Performance

Fund5.59%

Cat. Avg.4.42%

Fund3.99%

Cat. Avg.3.40%

Fund13.49%

Cat. Avg.-21.32%

FundN/A

Cat. Avg.-16.69%

10Y

FundN/A

Cat. Avg.-20.10%

Fund11.89%

Cat. Avg.-5.56%

Fund Facts

Beta

0.81

Std Dev

12.91%

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

Tap to expand

Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles	29.02	2.14%
2	Max Healthcare Institute Limited	Equity	Listed	Mid Cap	Healthcare Services	28.43	2.09%
3	Eternal Limited	Equity	Listed	Large Cap	Retailing	28.11	2.07%
4	Interglobe Aviation Limited	Equity	Listed	Large Cap	Transport Services	28.08	2.07%
5	Shriram Finance Limited	Equity	Listed	Large Cap	Finance	27.85	2.05%
6	Dr. Reddy's Laboratories Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	27.82	2.05%
7	Cipla Limited	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	27.76	2.04%
8	Titan Company Limited	Equity	Listed	Large Cap	Consumer Durables	27.74	2.04%
9	Nestle India Limited	Equity	Listed	Large Cap	Food Products	27.68	2.04%
10	Bajaj Finance Limited	Equity	Listed	Large Cap	Finance	27.61	2.03%

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Fund Details

Bandhan Liquid Fund - Unclaimed Redemption Less Than 3 Years

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Fund Details

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DSP Income Plus Arbitrage Omni FoF - Regular Plan - Growth

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NAV / Fund Size

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Incep: 01-08-2014

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Fund Details

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61587	+2.6%	+5.4%
2Y	07 Aug, 24	1.20 L.	1.28 L.	+6.3%	+6.3%
3Y	07 Aug, 23	1.80 L.	2.04 L.	+13.5%	+8.7%
SI	07 Dec, 21	2.80 L.	3.75 L.	+33.8%	+12.7%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.05 L.	+5.3%	N/A
2Y	22 Jul, 24	1 L.	1.08 L.	+8.1%	+4.0%
3Y	20 Jul, 23	1 L.	1.46 L.	+46.2%	+13.5%
SI	08 Nov, 21	1 L.	1.70 L.	+69.5%	+11.9%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.