DSP BSE Sensex Next 30 Index Fund - Regular - IDCW
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
1Y
Fund7.91%
Cat. Avg.2.61%
2Y
FundN/A
Cat. Avg.3.39%
3Y
FundN/A
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund13.36%
Cat. Avg.7.02%
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 | Shriram Finance Limited | 1.74 | 6.99% |
| 2 | Hindalco Industries Limited | 1.32 | 5.30% |
| 3 | Grasim Industries Limited | 1.11 | 4.47% |
| 4 | JSW Steel Limited | 1.09 | 4.39% |
| 5 | Bajaj Auto Limited | 0.99 | 3.97% |
| 6 | Nestle India Limited | 0.96 | 3.86% |
| 7 | Coal India Limited | 0.96 | 3.85% |
| 8 | Eicher Motors Limited | 0.93 | 3.73% |
| 9 | Oil & Natural Gas Corporation Limited | 0.88 | 3.53% |
| 10 | Apollo Hospitals Enterprise Limited | 0.85 | 3.41% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62818 | +4.7% | +9.7% |
| SI | 07 Feb, 25 | 90000 | 97595 | +8.4% | +11.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.08 L. | +7.8% | N/A |
| SI | 30 Jan, 25 | 1 L. | 1.20 L. | +20.2% | +13.4% |
SIP Planner
Visualize how small monthly investments grow over time.
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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.