DSP Nifty Next 50 Index Fund Direct Growth

Scheme code: INF740KA1MG9 NAV value: ₹ 24.8827 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-4.68	80.17	41.83	19.29
3 year	8.31	27.63	18.07	16.92
5 year	14.79	28.19	20.39	14.48

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	41.83
3 year	6.28	33.32	15.57	18.07
5 year	0.74	26.02	12.91	20.39
7 year	3.33	15.62	11.64
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	41.83
3 year	6.56	32.12	15.66	18.07
5 year	1	26.2	12.75	20.39
7 year	3.8	15.42	11.84
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	41.83
3 year	7.68	33.37	17	18.07
5 year	0.71	27.63	13.15	20.39
7 year	3.76	16.01	12.04
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	41.83
3 year	8.04	34.46	17.98	18.07
5 year	0.69	28.64	13.53	20.39
7 year	3.97	16.42	12.35
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

- Average return: 41.83% - Median return: 51.91% - Average standard deviation: 7.11

- Average return: 18.07% - Median return: 18.06% - Average standard deviation: 2.07

- Average return: 20.39% - Median return: 20.2% - Average standard deviation: 1.48

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 year	12,00,000	13,56,274	1,56,274	13.03
3 year	36,00,000	47,48,309	11,48,309	9.67
5 year	60,00,000	1,07,40,510	47,40,510	12.35

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,56,274 - Absolute Returns: ₹1,56,274 - CAGR: 13.03%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,48,309 - Absolute Returns: ₹11,48,309 - CAGR: 9.67%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,07,40,510 - Absolute Returns: ₹47,40,510 - CAGR: 12.35%