How to check the XIRR of DSP CRISIL-IBX 50 50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW?

You can track the exact XIRR and portfolio overlapping of DSP CRISIL-IBX 50 50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

DSP Crisil-Ibx 50 50 Gilt Plus Sdl - April 2033 Index Fund - Regular - IDCW

Q: How to check portfolio overlap for DSP CRISIL-IBX 50 50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW?

Use the MutualSaathi Portfolio Analyzer to compare DSP CRISIL-IBX 50 50 Gilt Plus SDL - April 2033 Index Fund - Regular - IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

DSP Mutual Fund

Expense Ratio: 0.41

Risk: Moderate

Other Scheme - Index Funds

Plan: Regular

Benchmark: CRISIL-IBX 50:50 Gilt Plus SDL Index - April 2033

Inception: 10-01-2023

Exit Load: Nil

Fund Size:₹320.53 Cr

Performance

Fund4.18%

Cat. Avg.1.93%

Fund7.31%

Cat. Avg.2.77%

Fund7.39%

Cat. Avg.10.71%

FundN/A

Cat. Avg.10.80%

10Y

FundN/A

Cat. Avg.11.39%

Fund7.83%

Cat. Avg.6.96%

Fund Facts

No available Data

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

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	7.26% GOI 2032	DEBT	G-Sec	Sovereign	7.06%	104.54	34.92%
2	7.26% GOI 2033	DEBT	G-Sec	Sovereign	6.95%	35.96	12.01%
3	7.74% Maharashtra SDL 2033	DEBT	SDL	Sovereign	7.54%	33.61	11.23%
4	7.70% Maharashtra SDL 2033	DEBT	SDL	Sovereign	7.54%	32.84	10.97%
5	7.64% Maharashtra SDL 2033	DEBT	SDL	Sovereign	7.54%	25.48	8.51%
6	TREPS / Reverse Repo Investments	CASH	TREPS / Reverse Repo	TREPS / Reverse Repo		12.89	4.31%
7	7.65% Gujarat SDL 2033	DEBT	SDL	Sovereign	7.54%	10.18	3.40%
8	7.68% Gujarat SDL 2033	DEBT	SDL	Sovereign	7.54%	10.11	3.38%
9	7.71% Gujarat SDL 2033	DEBT	SDL	Sovereign	7.54%	9.17	3.06%
10	7.64% Telangana SDL 2033	DEBT	SDL	Sovereign	7.60%	8.11	2.71%

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Fund Details

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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	61830	+3.0%	+6.5%
2Y	07 Aug, 24	1.20 L.	1.27 L.	+6.1%	+6.2%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.8%	+7.1%
SI	07 Feb, 23	2.10 L.	2.37 L.	+13.0%	+7.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	1.04 L.	+4.2%	+4.2%
2Y	15 Jul, 24	1 L.	1.15 L.	+15.2%	+7.3%
3Y	17 Jul, 23	1 L.	1.24 L.	+23.7%	+7.4%
SI	27 Jan, 23	1 L.	1.30 L.	+29.8%	+7.8%

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.