DSP NIFTY Next 50 Index Fund - Direct Plan - Growth
Expense Ratio: 0.28
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Next 50 TRI
Inception: 11-02-2019
Exit Load: Nil
Fund Size:₹1,147.22 Cr
Performance
1Y
Fund5.04%
Cat. Avg.2.26%
2Y
Fund-0.92%
Cat. Avg.3.16%
3Y
Fund18.01%
Cat. Avg.11.16%
5Y
Fund13.47%
Cat. Avg.11.31%
10Y
FundN/A
Cat. Avg.11.84%
SI
Fund15.17%
Cat. Avg.7.39%
Fund Facts
Beta
1
Std Dev
17.86%
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 | Vedanta Limited | 55.18 | 5.18% |
| 2 | Tata Motors Limited | 40.92 | 3.84% |
| 3 | TVS Motor Company Limited | 39.18 | 3.68% |
| 4 | Divi's Laboratories Limited | 37.48 | 3.52% |
| 5 | Hindustan Aeronautics Limited | 32.81 | 3.08% |
| 6 | Britannia Industries Limited | 31.68 | 2.97% |
| 7 | Tata Power Company Limited | 31.44 | 2.95% |
| 8 | Adani Power Limited | 30.86 | 2.89% |
| 9 | Cummins India Limited | 30.15 | 2.83% |
| 10 | Avenue Supermarts Limited | 28.89 | 2.71% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63176 | +5.3% | +11.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.28 L. | +6.3% | +6.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.08 L. | +15.3% | +9.9% |
| 5Y | 09 Aug, 21 | 3 L. | 4.20 L. | +40.1% | +13.8% |
| SI | 07 Mar, 19 | 4.45 L. | 7.95 L. | +78.7% | +15.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.05 L. | +5.0% | +5.0% |
| 2Y | 16 Jul, 24 | 1 L. | 98170 | -1.8% | -0.9% |
| 3Y | 17 Jul, 23 | 1 L. | 1.64 L. | +63.9% | +17.9% |
| 5Y | 16 Jul, 21 | 1 L. | 1.88 L. | +88.1% | +13.5% |
| SI | 21 Feb, 19 | 1 L. | 2.85 L. | +184.5% | +15.2% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
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.