DSP NIFTY Healthcare Index Fund - Regular - IDCW
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
Fund4.23%
Cat. Avg.-2.06%
2Y
FundN/A
Cat. Avg.0.04%
3Y
FundN/A
Cat. Avg.8.71%
5Y
FundN/A
Cat. Avg.7.04%
10Y
FundN/A
Cat. Avg.10.69%
SI
Fund7.22%
Cat. Avg.4.78%
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 | 3.97 | 18.13% |
| 2 | Apollo Hospitals Enterprise Limited | 1.80 | 8.21% |
| 3 | Max Healthcare Institute Limited | 1.69 | 7.73% |
| 4 | Divi's Laboratories Limited | 1.68 | 7.69% |
| 5 | Dr. Reddy's Laboratories Limited | 1.67 | 7.61% |
| 6 | Cipla Limited | 1.66 | 7.58% |
| 7 | Laurus Labs Limited | 1.19 | 5.43% |
| 8 | Lupin Limited | 1.18 | 5.40% |
| 9 | Fortis Healthcare Limited | 1.00 | 4.58% |
| 10 | Torrent Pharmaceuticals Limited | 0.98 | 4.46% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61026 | +1.7% | +3.5% |
| SI | 07 Jul, 25 | 80000 | 82384 | +3.0% | +4.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 20 Oct, 25 | 1 L. | 1.03 L. | +3.3% | N/A |
| SI | 20 Jun, 25 | 1 L. | 1.10 L. | +9.7% | +7.2% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.