DSP Nifty Healthcare Index Fund
Direct · Growth ₹11.71
06 Jul 2026
NAV
12.1%
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.
4.91
Sharpe
-8.4%
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.
NA
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 | ₹12.92 L | 17.7% | 8.5% | 29.2% |
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 | 17.7% | 14.5% | 9.2% | +3.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 12.1% | 12.2% | 10.4% | 16.2% | 4.91 | — | 100% | — | — |
-8.4%
Max Drawdown
6 mo
Drawdown Duration
1 mo
Recovery Time
-2.5%
Avg Drawdown
Calmar Ratio by Duration
1.44
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.79 | 0.59 | 73.4% | 53.8% | 15.6% | 0.2% |
| 3 Years | +3.69 | 0.59 | 74.6% | 51.5% | 6.2% | -0.3% |
| 5 Years | +1.12 | 0.59 | 74.6% | 51.5% | 3.7% | -0.2% |
| 7 Years | +0.03 | 0.59 | 74.6% | 51.5% | 2.6% | -0.1% |
| 10 Years | -0.78 | 0.59 | 74.6% | 51.5% | 1.8% | -0.1% |
| 12 Years | -1.09 | 0.59 | 74.6% | 51.5% | 1.5% | -0.1% |
| 15 Years | -1.41 | 0.59 | 74.6% | 51.5% | 1.2% | -0.1% |
19
Total Holdings
76.2%
Top 10 Weight
2
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sun Pharmaceutical Industries Limited | 19.29% |
| 2 | Dr. Reddy's Laboratories Limited | 7.93% |
| 3 | Apollo Hospitals Enterprise Limited | 7.91% |
| 4 | Divi's Laboratories Limited | 7.83% |
| 5 | Max Healthcare Institute Limited | 7.42% |
| 6 | Cipla Limited | 7.14% |
| 7 | Lupin Limited | 5.82% |
| 8 | Torrent Pharmaceuticals Limited | 4.57% |
| 9 | Fortis Healthcare Limited | 4.29% |
| 10 | Laurus Labs Limited | 4.00% |