DSP Nifty Next 50 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹1,308.26 Cr
Expense Ratio
0.80%
Exit Load
0.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
21 Feb 2019
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +4.6% | -- |
| 3 Months | +6.88% | -- |
| 6 Months | +5.65% | -- |
| 1 Year | +5.83% | +5.83% |
| 2 Years | -- | -0.95% |
| 3 Years | +65.41% | +18.27% |
| 5 Years | +87.39% | +13.38% |
| Since Launch | +179.56% | +14.94% |
Holdings as on 13 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Adani Power | 52.30 | 4.00 |
| Divi's Laboratories | 44.02 | 3.36 |
| Hindustan Aeronautics | 42.42 | 3.24 |
| Cummins India | 41.27 | 3.15 |
| Tata Motors | 41.21 | 3.15 |
| TVS Motor Company | 40.95 | 3.13 |
| Varun Beverages | 37.54 | 2.87 |
| Tata Power Company | 36.60 | 2.80 |
| Cholamandalam Investment and Finance Company Ltd | 34.22 | 2.62 |
| Samvardhana Motherson International | 33.51 | 2.56 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.61
Sharpe Ratio
20.12%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| DSP Nifty Next 50 Index Fund Regular Growth | +5.83% | +18.27% | +13.38% |
| Aditya Birla Sun Life Nifty 50 Index Fund Growth | -3.89% | +8.49% | +9.72% |
| Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular Growth | -0.58% | +11.74% | -- |
| Bandhan Nifty100 Low Volatility 30 Index Fund Regular Growth | -0.79% | +10.75% | -- |
| Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth | -0.69% | -- | -- |
Results are calculated on CAGR basis
About Fund
To invest in companies which are constituents of NIFTY Next 50 Index (underlying Index) in the same proportion as in the index and seeks to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index, subject to tracking error. However, there is no assurance that the objective of the Scheme will be achieved.
The DSP Nifty Next 50 Index Fund Regular Growth has an AUM of 1308.26 crores & has delivered CAGR of 13.38 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.80%. The minimum investment in DSP Nifty Next 50 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are High & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Adani Power, Divi's Laboratories, Hindustan Aeronautics, Cummins India.
The major sectors where the fund is invested are Electric Utilities, Consumer Financial Services, Auto & Truck Parts, Regional Banks.
Some of the similar funds are DSP Nifty Next 50 Index Fund Regular Growth, Aditya Birla Sun Life Nifty 50 Index Fund Growth, Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular Growth, Bandhan Nifty100 Low Volatility 30 Index Fund Regular Growth, Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth. DSP Nifty Next 50 Index Fund Regular Growth has a sharpe ratio of 0.61 & a standard deviation of 20.12%.
FAQs
According to the morning star rating DSP Nifty Next 50 Index Fund Regular Growth has a High risk & Exceptional return.
DSP Nifty Next 50 Index Fund Regular Growth is managed by Anil Ghelani,Diipesh Shah,Neha Rathi.
The expense ratio of DSP Nifty Next 50 Index Fund Regular Growth is 0.80%.
The 5 year annualized return on DSP Nifty Next 50 Index Fund Regular Growth is 13.38% & it has generated 5.83% in the last 1 year.
The minimum investment in DSP Nifty Next 50 Index Fund Regular Growth is 100 Rs.
DSP Nifty Next 50 Index Fund Regular Growth has an AUM of 1308.26 crores.
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