DSP Nifty Next 50 Index Fund - Direct Plan has delivered 107.51% absolute return over the last 5 years.
The average return for funds is 61.66% .
This fund ranks #15 in its category based on 5-year returns.
The largest portfolio holding is DIVI'S LABORATORIES LTD with a portfolio weight of 4.03% .
The fund currently owns more than 52 stocks.
The top 10 holdings account for 32.76% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 11.59% | 2.52% |
| 2 Year Return | 57.74% | 14.81% |
| 3 Year Return | 67.91% | 41.29% |
| 4 Year Return | 166.05% | 54.54% |
| 5 Year Return | 154.82% | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.24% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Health Care |
4.03%
|
|
| 2 | Consumer Discretionary |
3.99%
|
|
| 3 | Auto - LCVs/HCVs |
3.59%
|
|
| 4 | Aerospace & Defense |
3.47%
|
|
| 5 | Power - Generation/Distribution |
3.45%
|
|
| 6 | Non-Banking Financial Company (NBFC) |
3.15%
|
|
| 7 | Health Care |
2.96%
|
|
| 8 | Industrials |
2.94%
|
|
| 9 | Consumer Discretionary |
2.62%
|
|
| 10 | Consumer Discretionary |
2.56%
|
|
| 11 | Energy |
2.55%
|
|
| 12 | Consumer Staples |
2.51%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Moderate Risk
DSP Nifty Next 50 Index Fund - Direct Plan is managed by DSP .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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