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 Mutual Fund

DSP Nifty IT Index Fund - Regular - Growth

★★★★★ TopFund est.

TopFund Score (fallback rating)

  • Calculated by: TopFund — used only when no third-party rating exists for this fund
  • Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis

Full rating methodology →

TopFund Score: 43/100 · Weak

How this score is calculated

  • Star rating (35%)1/5
  • 3Y CAGR (30%)—
  • Expense ratio (20%)0.84%
  • AUM (15%)₹194 Cr

Not investment advice — an analytical read of public fund data. Methodology →

DSP Mutual Fund · Equity · Flexi Cap

₹9.83

+1.63 (+19.92%)

AUM: ₹193 Cr

NAV updated 27 days ago

Plan

Regular

Option

Growth

Risk

High

Expense Ratio

0.84%

Exit Load

Nil

Fund Manager

Anil Ghelani

Inception

Aug 2025

Benchmark

Nifty500 Flexicap Quality 30 Total Return Index

Sharpe Ratio

-0.48

Std Dev (1Y)

25.57%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-0.55%

3m

+4.86%

6m

+3.04%

1y

-3.31%

3y

—

5y

—

10y

—

since inception

-15.3%

TopFund's Take on DSP Nifty IT Index Fund - Regular - Growth

DSP Nifty IT Index Fund - Regular - Growth lags behind most of its peers in the Flexi Cap category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 43/100.

Cost: At 0.84%, the expense ratio is roughly in line with the Flexi Cap category average of 0.85% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.48 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, with 25.57% annualised volatility, this is among the more turbulent funds in the Flexi Cap space — expect sharp swings in both directions.

Who should invest: This fund is best suited to investors who want the fund manager to freely allocate across large, mid and small caps rather than being boxed into one segment. 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

Equity 99.54%
Reverse Repo 0.23%
Net Receivables 0.23%

Frequently Asked Questions about DSP Nifty IT Index Fund - Regular - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

Discussion

User-generated content — not investment advice, and not verified or endorsed by TopFund.

No comments yet — start the discussion.