DSP BSE SENSEX Next 30 Index Fund
Direct · Growth ₹12.47
18 Aug 2026
NAV
12.8%
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.
1.23
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 | ₹12.65 L | 11.1% | -10.2% | 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 | 11.1% | 14.4% | 9.4% | -3.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 12.8% | 12.3% | 3.6% | 26.0% | 1.23 | 11.72 | 100% | — | — |
-11.5%
Max Drawdown
1 mo
Drawdown Duration
1 mo
Recovery Time
-2.2%
Avg Drawdown
Calmar Ratio by Duration
1.12
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.70 | 0.93 | 102.7% | 84.0% | 11.5% | -2.9% |
| 3 Years | +6.02 | 1.00 | 108.3% | 92.2% | 6.9% | 0.9% |
| 5 Years | +3.56 | 1.00 | 108.3% | 92.2% | 4.1% | 0.5% |
| 7 Years | +2.52 | 1.00 | 108.3% | 92.2% | 2.9% | 0.4% |
| 10 Years | +1.76 | 1.00 | 108.3% | 92.2% | 2.0% | 0.3% |
| 12 Years | +1.46 | 1.00 | 108.3% | 92.2% | 1.7% | 0.2% |
| 15 Years | +1.17 | 1.00 | 108.3% | 92.2% | 1.4% | 0.2% |
30
Total Holdings
46.2%
Top 10 Weight
19
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Shriram Finance Limited | 7.09% |
| 2 | Hindalco Industries Limited | 5.44% |
| 3 | Bajaj Auto Limited | 4.78% |
| 4 | Grasim Industries Limited | 4.62% |
| 5 | JSW Steel Limited | 4.54% |
| 6 | Divi's Laboratories Limited | 4.39% |
| 7 | Eicher Motors Limited | 4.06% |
| 8 | Nestle India Limited | 3.91% |
| 9 | TVS Motor Co Limited | 3.75% |
| 10 | Adani Enterprises Limited | 3.65% |