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InvestVerdict

DSP Nifty Next 50 Index Fund

Direct Plan · IDCW · Index Funds · Scheme code 146382

NAV₹24.1024as on 28 Aug 2026
Fund houseDSP Mutual Fund
CategoryIndex Funds
Plan & optionDirect · IDCW
History7.5 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 2.324.656.85 7.2713.349.09 13.30—12.43
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.838.039.81 —11.77—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 18.9% 0.36 0.48 1.08 -0.88% -36.0% 82.74
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 82 months this scheme and its benchmark share.

Growth of ₹100 since launch

631392142902020202220242026InvestVerdict

Drawdown from peak (%)

0%-11%-23%-34%2020202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
322 -29.3% 5.2% 69.6% 34%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

DSP Nifty Next 50 Index Fund

Direct Plan · IDCW

Allocation

By asset

Equity99.74%
Cash & Equivalents0.26%

By market cap

Large Cap86.59%
Mid Cap13.15%

Concentration

Number of stocks50
Top 5 stocks18.53%
Top 10 stocks32.76%
Top 20 stocks56.24%
Largest holding4.03%
Largest sectorFinance 12.10%
Effective stocks43.0
Cash0.19%
InvestVerdict

DSP Nifty Next 50 Index Fund

Direct Plan · IDCW · holdings

Top 18 holdings

#CompanySector% of fund
1— Power3.79%
2— Agricultural, Commercial & Construction Vehicles3.60%
3— Pharmaceuticals & Biotechnology3.41%
4— Aerospace & Defense3.39%
5— Automobiles3.32%
6— Finance3.16%
7— Industrial Products3.12%
8— Retailing2.88%
9— Beverages2.83%
10— Auto Components2.67%
11— Electrical Equipment2.66%
12— Power2.62%
13— Leisure Services2.56%
14— Finance2.52%
15— Petroleum Products2.51%
16— Food Products2.47%
17— Capital Markets2.21%
18— Petroleum Products2.12%

Sector split

Finance — 12.2%Power — 10.5%Electrical Equipment — 6.8%Banks — 6.6%Pharmaceuticals & Biotechnology — 6.5%Petroleum Products — 4.6%Beverages — 4.5%Automobiles — 4.4%Auto Components — 4.1%Other — 39.8%Finance12.2%Power10.5%Electrical Equipment6.8%Banks6.6%Pharmaceuticals & Biotech…6.5%Petroleum Products4.6%Beverages4.5%Automobiles4.4%Auto Components4.1%Other39.8%
Finance12.20%
Power10.45%
Electrical Equipment6.80%
Banks6.64%
Pharmaceuticals & Biotechnology6.53%
Petroleum Products4.63%
Beverages4.46%
Automobiles4.43%
Auto Components4.08%
Chemicals & Petrochemicals3.87%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹761,374 ₹161,374 9.47%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 30 Aug 2026.