How to check the XIRR of DSP Nifty IT Index Fund - Direct - IDCW?

You can track the exact XIRR and portfolio overlapping of DSP Nifty IT Index Fund - Direct - IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for DSP Nifty IT Index Fund - Direct - IDCW?

Use the MutualSaathi Portfolio Analyzer to compare DSP Nifty IT Index Fund - Direct - IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

DSP NIFTY It Index Fund - Direct - IDCW

DSP Mutual Fund

Expense Ratio: 0.27

Risk: Very High

Other Scheme - Index Funds

Plan: Direct

Benchmark: Nifty IT TRI

Inception: 02-06-2025

Exit Load: Nil

Fund Size:₹46.67 Cr

Performance

Fund-22.21%

Cat. Avg.2.44%

FundN/A

Cat. Avg.3.21%

FundN/A

Cat. Avg.11.17%

FundN/A

Cat. Avg.11.42%

10Y

FundN/A

Cat. Avg.11.84%

Fund-23.84%

Cat. Avg.7.47%

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	Infosys Limited	Equity	Listed	Large Cap	IT - Software	37.27	29.03%
2	Tata Consultancy Services Limited	Equity	Listed	Large Cap	IT - Software	26.30	20.49%
3	HCL Technologies Limited	Equity	Listed	Large Cap	IT - Software	15.46	12.04%
4	Tech Mahindra Limited	Equity	Listed	Large Cap	IT - Software	13.64	10.63%
5	Wipro Limited	Equity	Listed	Large Cap	IT - Software	8.32	6.48%
6	Persistent Systems Limited	Equity	Listed	Mid Cap	IT - Software	8.24	6.42%
7	TREPS / Reverse Repo Investments	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	6.42	5.01%
8	Coforge Limited	Equity	Listed	Mid Cap	IT - Software	5.81	4.53%
9	LTIMindtree Limited	Equity	Listed	Large Cap	IT - Software	5.78	4.50%
10	MphasiS Limited	Equity	Listed	Mid Cap	IT - Software	4.22	3.29%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	52561	-12.4%	-24.8%
SI	07 Jul, 25	65000	56310	-13.4%	-24.7%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	77791	-22.2%	-22.2%
SI	20 Jun, 25	1 L.	74757	-25.2%	-23.8%

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.