DSP Nifty Healthcare Index Fund
Direct · Growth ₹11.72
18 Aug 2026
NAV
13.0%
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.
3.25
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.
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 | ₹13.02 L | 18.8% | 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 | 18.8% | 14.4% | 9.4% | +4.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.0% | 12.7% | 10.4% | 18.0% | 3.25 | — | 100% | — | — |
-8.4%
Max Drawdown
6 mo
Drawdown Duration
1 mo
Recovery Time
-2.4%
Avg Drawdown
Calmar Ratio by Duration
1.54
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +11.69 | 0.58 | 69.0% | 51.2% | 12.8% | -2.9% |
| 3 Years | +3.50 | 0.59 | 73.7% | 51.4% | 5.5% | -1.1% |
| 5 Years | +1.00 | 0.59 | 73.7% | 51.4% | 3.3% | -0.7% |
| 7 Years | -0.05 | 0.59 | 73.7% | 51.4% | 2.3% | -0.5% |
| 10 Years | -0.84 | 0.59 | 73.7% | 51.4% | 1.6% | -0.3% |
| 12 Years | -1.13 | 0.59 | 73.7% | 51.4% | 1.4% | -0.3% |
| 15 Years | -1.44 | 0.59 | 73.7% | 51.4% | 1.1% | -0.2% |
19
Total Holdings
77.3%
Top 10 Weight
2
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sun Pharmaceutical Industries Limited | 18.08% |
| 2 | Divi's Laboratories Limited | 10.35% |
| 3 | Apollo Hospitals Enterprise Limited | 7.88% |
| 4 | Cipla Limited | 6.82% |
| 5 | Max Healthcare Institute Limited | 6.67% |
| 6 | Laurus Labs Limited | 6.41% |
| 7 | Torrent Pharmaceuticals Limited | 6.39% |
| 8 | Dr. Reddy's Laboratories Limited | 6.05% |
| 9 | Lupin Limited | 4.57% |
| 10 | Aurobindo Pharma Limited | 4.09% |