DSP BSE SENSEX Next 30 Index Fund
Direct · Growth ₹11.10
23 Oct 2026
NAV
11.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.81
Sharpe
-11.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.30%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.60 L | 9.5% | -10.6% | 24.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 9.5% | 14.3% | 5.7% | -4.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.2% | 11.1% | -2.7% | 26.0% | 0.81 | 2.54 | 97% | — | — |
-11.5%
Max Drawdown
2 mo
Drawdown Duration
Not recovered
Recovery Time
-2.5%
Avg Drawdown
Calmar Ratio by Duration
0.97
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.18 | 0.92 | 99.8% | 87.7% | -2.6% | -12.4% |
| 3 Years | +4.44 | 0.99 | 105.4% | 94.1% | 3.3% | -1.2% |
| 5 Years | +2.64 | 0.99 | 105.4% | 94.1% | 2.0% | -0.7% |
| 7 Years | +1.87 | 0.99 | 105.4% | 94.1% | 1.4% | -0.5% |
| 10 Years | +1.28 | 0.99 | 105.4% | 94.1% | 1.0% | -0.3% |
| 12 Years | +1.06 | 0.99 | 105.4% | 94.1% | 0.8% | -0.3% |
| 15 Years | +0.84 | 0.99 | 105.4% | 94.1% | 0.7% | -0.2% |
30
Total Holdings
45.4%
Top 10 Weight
19
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Shriram Finance Limited | 5.47% |
| 2 | Hindalco Industries Limited | 5.43% |
| 3 | JSW Steel Limited | 4.79% |
| 4 | Divi's Laboratories Limited | 4.74% |
| 5 | Bajaj Auto Limited | 4.62% |
| 6 | Grasim Industries Limited | 4.60% |
| 7 | Coal India Limited | 4.08% |
| 8 | Adani Enterprises Limited | 3.93% |
| 9 | Eicher Motors Limited | 3.93% |
| 10 | TVS Motor Co Limited | 3.82% |