DSP Nifty Next 50 Index Fund
Direct · Growth ₹28.74
06 Jul 2026
NAV
18.2%
3Y CAGR
19.2%
5Y CAGR
17.0%
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.
3.73
Sharpe
-36.0%
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 | ₹12.65 L | 19.4% | -56.1% | 91.5% |
| 3 Years | ₹36.00 L | ₹45.87 L | 18.3% | 2.0% | 39.8% |
| 5 Years | ₹60.00 L | ₹93.21 L | 19.8% | 8.5% | 30.7% |
| 7 Years | ₹84.00 L | ₹1.46 Cr | 15.6% | 12.0% | 17.1% |
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 | 19.4% | 14.5% | 9.3% | +5.0% |
| 3 Years | 18.3% | 11.2% | 12.6% | +7.1% |
| 5 Years | 19.8% | 10.4% | 14.1% | +9.3% |
| 7 Years | 15.6% | 10.6% | 14.3% | +5.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.2% | 8.4% | -32.6% | 86.1% | 0.47 | 1.57 | 74% | — | — |
| 3 Years | 18.2% | 18.4% | 9.6% | 26.9% | 3.53 | — | 100% | — | — |
| 5 Years | 19.2% | 19.8% | 12.3% | 27.9% | 3.73 | — | 100% | — | — |
-36.0%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-7.1%
Avg Drawdown
Calmar Ratio by Duration
0.50
1Y
0.51
3Y
0.53
5Y
0.41
7Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.02 | 1.11 | 114.0% | 98.0% | 12.2% | -0.1% |
| 3 Years | +10.81 | 1.15 | 117.1% | 104.7% | 18.9% | 7.9% |
| 5 Years | +5.27 | 1.07 | 104.4% | 98.0% | 14.0% | 8.6% |
| 7 Years | +5.07 | 0.91 | 95.2% | 89.7% | 16.9% | 12.4% |
| 10 Years | +2.95 | 0.91 | 94.8% | 89.8% | 11.4% | 8.6% |
| 12 Years | +2.32 | 0.91 | 94.8% | 89.8% | 9.4% | 7.1% |
| 15 Years | +1.70 | 0.91 | 94.8% | 89.8% | 7.4% | 5.7% |
50
Total Holdings
33.6%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Vedanta Limited | 5.18% |
| 2 | Tata Motors Limited | 3.84% |
| 3 | TVS Motor Company Limited | 3.68% |
| 4 | Divi's Laboratories Limited | 3.52% |
| 5 | Hindustan Aeronautics Limited | 3.08% |
| 6 | Britannia Industries Limited | 2.97% |
| 7 | Tata Power Company Limited | 2.95% |
| 8 | Adani Power Limited | 2.89% |
| 9 | Cummins India Limited | 2.83% |
| 10 | Avenue Supermarts Limited | 2.71% |