DSP NIFTY Healthcare Index Fund - Regular - Growth
Expense Ratio: 0.89
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: NIFTY Healthcare TRI
Inception: 02-06-2025
Exit Load: Nil
Fund Size:₹14.76 Cr
Performance
1Y
Fund11.37%
Cat. Avg.1.75%
2Y
FundN/A
Cat. Avg.2.72%
3Y
FundN/A
Cat. Avg.10.69%
5Y
FundN/A
Cat. Avg.10.71%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund15.23%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Sun Pharmaceutical Industries Limited | 6.28 | 19.29% |
| 2 | Dr. Reddy's Laboratories Limited | 2.58 | 7.93% |
| 3 | Apollo Hospitals Enterprise Limited | 2.58 | 7.91% |
| 4 | Divi's Laboratories Limited | 2.55 | 7.83% |
| 5 | Max Healthcare Institute Limited | 2.42 | 7.42% |
| 6 | Cipla Limited | 2.33 | 7.14% |
| 7 | Lupin Limited | 1.89 | 5.82% |
| 8 | Torrent Pharmaceuticals Limited | 1.49 | 4.58% |
| 9 | Fortis Healthcare Limited | 1.40 | 4.29% |
| 10 | Laurus Labs Limited | 1.30 | 4.00% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 66764 | +11.3% | +24.4% |
| SI | 07 Jul, 25 | 65000 | 72341 | +11.3% | +22.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.11 L. | +11.4% | +11.4% |
| SI | 20 Jun, 25 | 1 L. | 1.16 L. | +16.4% | +15.2% |
SIP Planner
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.