DSP Nifty Next 50 Index Fund Direct Growth

Equity
Large Cap
Moderately High Risk
01234567890123456789.01234567890123456789%
3Y annualised
-0.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Mar 2025₹24.54
Min. SIP amount₹100
Rating3
Fund size₹807.39Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹0
Would have become ₹0 (-0.00%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.7%15.7%25.2%15.9%
Category average7.3%13.7%24.7%NA
Rank with in category611010NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
9.0%19.8%34,211.60
5
8.8%17.5%60,177.20
4
11.8%15.3%13,848.24
5
2.1%15.1%457.68
4
10.0%14.9%1,634.08

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity7.47%
ServicesEquity4.26%
HealthcareEquity3.38%
FinancialEquity3.31%
Metals & MiningEquity3.25%
Capital GoodsEquity2.85%
Consumer StaplesEquity2.84%
FinancialEquity2.84%
EnergyEquity2.78%
ServicesEquity2.65%
FinancialEquity2.57%
AutomobileEquity2.53%
ServicesEquity2.44%
FinancialEquity2.43%
FinancialEquity2.18%
TechnologyEquity2.09%
EnergyEquity2.06%
EnergyEquity2.05%
Capital GoodsEquity1.98%
ConstructionEquity1.98%
ChemicalsEquity1.98%
InsuranceEquity1.96%
Consumer StaplesEquity1.84%
Consumer StaplesEquity1.84%
EnergyEquity1.83%
ConstructionEquity1.78%
FinancialEquity1.78%
Capital GoodsEquity1.74%
AutomobileEquity1.70%
Metals & MiningEquity1.58%
ConstructionEquity1.53%
ConstructionEquity1.51%
FinancialEquity1.46%
Consumer StaplesEquity1.41%
HealthcareEquity1.34%
FinancialEquity1.32%
Capital GoodsEquity1.25%
Capital GoodsEquity1.20%
Capital GoodsEquity1.15%
EnergyEquity1.14%
AutomobileEquity1.12%
Capital GoodsEquity1.12%
EnergyEquity1.12%
HealthcareEquity1.06%
FinancialEquity1.05%
InsuranceEquity1.04%
ServicesEquity0.98%
FinancialEquity0.97%
InsuranceEquity0.80%
EnergyEquity0.75%
See All

Pros and cons

Category: Equity Large Cap

Pros

Exit load is zero
Lower expense ratio: 0.26%
3Y and 5Y annualised returns higher than category average

Cons

1Y annualised returns lower than category average by 1.17%

Expense ratio, exit load and tax

Expense ratio: 0.26%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Diipesh Shah
Nov 2020 - Present
View details

Fund house & investment objective

Fund house contact details

Address
NATRAJ, Office No. 302-3rd Floor-Plot No. 194, MV Road JunctionWestern Express Highway, Andheri East Mumbai 400069
Phone
1800-208-4499 / 1800-200-4499
Launch Date
16 Dec 1996
E-mail
NA
Website
DSP Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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