Should I invest in DSP Nifty 50 Equal Weight Index Fund?

We don't give personal investment advice. DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.0%. 5-year CAGR: 13.68%.

DSP

DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth

Latest NAV

₹26.7856

As of

3 Jun 2026

2,121 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.48%	+0.27%	+0.21	79 / 353	Q1
1W	-1.39%	-0.97%	-0.41	196 / 353	Q3
2W	+0.12%	+0.26%	-0.13	216 / 353	Q3
1M	-0.47%	-0.26%	-0.21	226 / 351	Q3
3M	-1.16%	+0.41%	-1.57	244 / 341	Q3
6M	-2.38%	-1.84%	-0.53	206 / 332	Q3
YTD	-3.25%	-2.06%	-1.18	208 / 333	Q3
1Y	+5.15%	+1.97%	+3.18	106 / 306	Q2
2Y	+5.55%	+4.21%	+1.34	102 / 205	Q2
3Y	+14.97%	+11.24%	+3.73	43 / 168	Q2
4Y	+15.64%	+12.60%	+3.04	26 / 77	Q2
5Y	+13.68%	+10.98%	+2.70	5 / 38	Q1
7Y	+14.51%	+11.53%	+2.98	2 / 19	Q1
10Y	—	—	—	—	—
Inception	+12.18%	+6.44%	+5.74	70 / 353	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.25%	-2.11%	-1.14	206 / 331
2025	+13.89%	+6.05%	+7.84	25 / 260
2024	+10.12%	+14.12%	-4.00	81 / 180
2023	+30.10%	+21.09%	+9.01	27 / 130
2022	+7.60%	+1.94%	+5.67	1 / 51
2021	+33.63%	+26.80%	+6.83	2 / 25
2020	+16.31%	+15.71%	+0.60	8 / 22
2019	+3.57%	+11.04%	-7.46	15 / 17
2018	-4.25%	+4.02%	-8.28	14 / 15
2017	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+15.85%

93 windows

min -36.4% · max 94.7%

78% positive

3-Year rolling

+17.78%

69 windows

min -2.6% · max 32.5%

99% positive

5-Year rolling

+17.80%

45 windows

min 10.4% · max 27.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+14.68%

20 windows

min 13.1% · max 16.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.01%

3-year · annualised

Sharpe ratio

0.64

vs risk-free 6.5%

Sortino ratio

1.01

Downside-only deviation

Max drawdown

-18.04%

Sep 2024 → Feb 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC Nifty 100 Equal Weight Index Fund - Direct Plan - Growth Option	HDFC	₹17.0459	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option	Nippon India	₹9.4121	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund- Direct Plan- Growth	SBI	₹9.7712	3 Jun 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth	ICICI Prudential	₹16.3229	3 Jun 2026
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth	Bandhan	₹9.4147	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth	Aditya Birla Sun Life	₹10.2360	3 Jun 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Direct Plan-Growth	Motilal Oswal	₹8.0969	3 Jun 2026
Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - Growth	Kotak	₹10.7610	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth	Edelweiss	₹14.3470	3 Jun 2026
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth	DSP	₹14.4109	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹26.7856
2 Jun 2026	₹26.9179
1 Jun 2026	₹26.7891
29 May 2026	₹27.0015
27 May 2026	₹27.4192
26 May 2026	₹27.2960
25 May 2026	₹27.3313
22 May 2026	₹27.0236
21 May 2026	₹26.9834
20 May 2026	₹26.9093

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth is ₹26.7856. It's a Index Fund from DSP, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth has NAV history starting from 23 Oct 2017, a track record of about 8 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth is managed by DSP. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth has delivered a absolute return of 5.15% — +3.18 pp ahead of the Index Fund category average of 1.97%. The fund ranks #106 of 306 in its category — the second (Q2) quartile.

Over the trailing 3-year window, DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth has delivered a CAGR of 14.97% — +3.73 pp ahead of the Index Fund category average of 11.24%. The fund ranks #43 of 168 in its category — the second (Q2) quartile.

Over the trailing 5-year window, DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth has delivered a CAGR of 13.68% — +2.7 pp ahead of the Index Fund category average of 10.98%. The fund ranks #5 of 38 in its category — the top (Q1) quartile.

₹1 lakh invested in DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth exactly 5 years ago would be worth approximately ₹189,888 today — a multiplier of 1.90×, based on the 5-year CAGR of 13.68%. The category average over the same window would have grown ₹1 lakh to ₹168,381.

A ₹10,000 monthly SIP in DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹818,039 today. That's an XIRR (money-weighted annualised return) of 12.34%.

DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,480,346 — XIRR 15.89%.

On a 5-year basis, DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth ranks #5 out of 38 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.98%; this fund delivered 13.68%.

The worst peak-to-trough decline DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth has experienced over the last 5-year window is 18.04% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth averaged 17.80% (best 27.28%, worst 10.36%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.55 — reasonable risk-adjusted performance.

In calendar year 2025, DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth returned 13.89% — beating the Index Fund category average of 6.05% by 7.84 pp. It ranked #25 of 260 in its category that year.

DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.0%. 5-year CAGR: 13.68%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.