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DSP Nifty Next 50 Index Fund - Regular Plan - 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
TopFund Score: 88/100 · Excellent
How this score is calculated
- Star rating (35%)5/5
- 3Y CAGR (30%)16.14%
- Expense ratio (20%)0.47%
- AUM (15%)₹11 Cr
Not investment advice — an analytical read of public fund data. Methodology →
DSP Mutual Fund · Equity · Large Cap
₹10.67
AUM: ₹11 Cr
NAV updated 8 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.47%
Exit Load
Nil
Fund Manager
Nikhil Satam
Inception
Aug 2025
Benchmark
NIFTY Next 50 Total Return Index
Sharpe Ratio
0.01
Std Dev (1Y)
16.99%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.07%
3m
-0.51%
6m
+10.05%
1y
+4.3%
3y
+16.14%
5y
+10.99%
10y
—
since inception
+14.39%
TopFund's Take on DSP Nifty Next 50 Index Fund - Regular Plan - Growth
DSP Nifty Next 50 Index Fund - Regular Plan - Growth ranks among the stronger performers in the Large Cap category, backed by a 5-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 88/100.
Cost: At 0.47%, the expense ratio is meaningfully cheaper — about 22% below the Large Cap category average of 0.6% (based on 453 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 modest Sharpe ratio of 0.01 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.99% 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 Next 50 Index Fund - Regular Plan - Growth
The current NAV (Net Asset Value) of DSP Nifty Next 50 Index Fund - Regular Plan - Growth is ₹10.67. NAV is updated every business day after market close by AMFI.
1Y: 4.3% · 3Y CAGR: 16.14% · 5Y CAGR: 10.99%
The expense ratio of DSP Nifty Next 50 Index Fund - Regular Plan - Growth is 0.47% per annum. This is the annual fee charged by the fund to manage your investment.
DSP Nifty Next 50 Index Fund - Regular Plan - Growth is managed by Nikhil Satam at DSP Mutual Fund.
DSP Nifty Next 50 Index Fund - Regular 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 Next 50 Index Fund - Regular 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 Next 50 Index Fund - Regular 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 Next 50 Index Fund - Regular Plan - Growth is ₹11 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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