How to check the XIRR of DSP BSE SENSEX Next 30 Index Fund - Regular - Growth?

You can track the exact XIRR and portfolio overlapping of DSP BSE SENSEX Next 30 Index Fund - Regular - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for DSP BSE SENSEX Next 30 Index Fund - Regular - Growth?

Use the MutualSaathi Portfolio Analyzer to compare DSP BSE SENSEX Next 30 Index Fund - Regular - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

DSP BSE Sensex Next 30 Index Fund - Regular - Growth

DSP Mutual Fund

Expense Ratio: 0.9

Risk: Very High

Other Scheme - Index Funds

Plan: Regular

Benchmark: BSE SENSEX Next 30 TRI

Inception: 10-01-2025

Exit Load: Nil

Fund Size:₹13.99 Cr

Performance

Fund6.31%

Cat. Avg.1.75%

FundN/A

Cat. Avg.2.72%

FundN/A

Cat. Avg.10.69%

FundN/A

Cat. Avg.10.71%

10Y

FundN/A

Cat. Avg.11.39%

Fund12.77%

Cat. Avg.6.89%

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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Market Cap

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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	Hindalco Industries Limited	Equity	Listed	Large Cap	Non - Ferrous Metals	0.98	5.40%
2	Shriram Finance Limited	Equity	Listed	Large Cap	Finance	0.94	5.16%
3	Oil & Natural Gas Corporation Limited	Equity	Listed	Large Cap	Oil	0.86	4.71%
4	Vedanta Limited	Equity	Listed	Large Cap	Diversified Metals	0.85	4.68%
5	JSW Steel Limited	Equity	Listed	Large Cap	Ferrous Metals	0.81	4.43%
6	Coal India Limited	Equity	Listed	Large Cap	Consumable Fuels	0.79	4.36%
7	Grasim Industries Limited	Equity	Listed	Large Cap	Cement & Cement Products	0.75	4.13%
8	Bajaj Auto Limited	Equity	Listed	Large Cap	Automobiles	0.72	3.95%
9	Eicher Motors Limited	Equity	Listed	Large Cap	Automobiles	0.70	3.83%
10	Nestle India Limited	Equity	Listed	Large Cap	Food Products	0.65	3.56%

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Fund Details

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Fund Details

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

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Fund Details

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11.97%

10.73%

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62253	+3.8%	+7.9%
SI	07 Feb, 25	90000	96716	+7.5%	+10.2%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.06 L.	+6.3%	+6.3%
SI	30 Jan, 25	1 L.	1.19 L.	+19.1%	+12.8%

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.