Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 5/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 87/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)10.68%
- Expense ratio (20%)0.47%
- AUM (15%)₹2,671 Cr
Not investment advice — an analytical read of public fund data. Methodology →
DSP Mutual Fund · Equity · Large Cap
₹26.75
AUM: ₹2,671 Cr
NAV updated 8 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
0.47%
Exit Load
Nil
Fund Manager
Gauri Sekaria
Inception
Oct 2017
Benchmark
NIFTY 50 Equal Weight Total Return Index
Sharpe Ratio
-0.34
Std Dev (1Y)
13.38%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.22%
3m
-2.14%
6m
+2.91%
1y
-1.09%
3y
+10.68%
5y
+11.01%
10y
—
since inception
+11.68%
TopFund's Take on DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth ranks among the stronger performers in the Large Cap category, backed by a 5-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 87/100.
Cost: At 0.47%, the expense ratio is meaningfully cheaper — about 22% below the Large Cap category average of 0.6% (based on 452 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.34 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 13.38% is fairly typical for Large Cap funds.
Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth
The current NAV (Net Asset Value) of DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth is ₹26.75. NAV is updated every business day after market close by AMFI.
1Y: -1.09% · 3Y CAGR: 10.68% · 5Y CAGR: 11.01%
The expense ratio of DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth is 0.47% per annum. This is the annual fee charged by the fund to manage your investment.
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth is managed by Gauri Sekaria at DSP Mutual Fund.
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth is ₹2,671 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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