DSP Nifty 50 Equal Weight Index Fund Direct Growth

Scheme code: INF740KA1CR7 NAV value: ₹ 25.0432 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-2.3747.2423.9419.29
3 year10.0137.9021.1316.92
5 year8.9931.3316.8114.48
7 year11.9115.5813.6612.67

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5123.94
3 year 6.2833.3215.7921.13
5 year 3.5426.0213.516.81
7 year 3.3315.6211.7113.66
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0623.94
3 year 9.0858.729.3121.13
5 year 3.674818.0416.81
7 year 3.831.0314.1413.66
10 year 3.828.9312.39
12 year 3.6326.6512.59
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7623.94
3 year 7.6833.3717.0921.13
5 year 2.3527.6313.5116.81
7 year 3.7616.0112.0713.66
10 year 3.5616.9410.92
12 year 3.3116.5411.01
15 year 6.5616.4210.96
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.6823.94
3 year 8.0434.4618.2621.13
5 year 3.3728.6414.2116.81
7 year 3.9716.4212.4113.66
10 year 3.5317.7211.22
12 year 3.116.9711.31
15 year 6.6816.9611.22

Rolling return for 1 year

- Average return: 23.94% - Median return: 28.28% - Average standard deviation: 4.64

Rolling return for 3 year

- Average return: 21.13% - Median return: 20.34% - Average standard deviation: 1.96

Rolling return for 5 year

- Average return: 16.81% - Median return: 17.3% - Average standard deviation: 1.04

Rolling return for 7 year

- Average return: 13.66% - Median return: 13.73% - Average standard deviation: 0.61

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,88,51188,5117.38
3 year36,00,00048,27,84612,27,84610.28
5 year60,00,00099,10,31139,10,31110.56
7 year84,00,0001,59,60,36975,60,3699.60

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.97.38
3 year 7.310.28
5 year 7.4810.56
7 year 6.399.6
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.027.38
3 year 20.6410.28
5 year 1310.56
7 year 9.489.6
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.357.38
3 year 8.2210.28
5 year 7.7710.56
7 year 6.69.6
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.587.38
3 year 8.7110.28
5 year 8.2210.56
7 year 6.829.6

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,88,511 - Absolute Returns: ₹88,511 - CAGR: 7.38%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,27,846 - Absolute Returns: ₹12,27,846 - CAGR: 10.28%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹99,10,311 - Absolute Returns: ₹39,10,311 - CAGR: 10.56%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,59,60,369 - Absolute Returns: ₹75,60,369 - CAGR: 9.6%