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: 13.92%.

DSP

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

Latest NAV

₹27.4672

As of

17 Jul 2026

2,152 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	+0.74%	+0.21%	+0.53	75 / 353	Q1
1W	+0.22%	-0.05%	+0.27	83 / 353	Q1
2W	-0.41%	+0.24%	-0.65	290 / 353	Q4
1M	+0.96%	+0.78%	+0.18	146 / 353	Q2
3M	+1.61%	+2.20%	-0.60	191 / 350	Q3
6M	-0.40%	+1.36%	-1.76	231 / 336	Q3
YTD	-1.27%	+0.54%	-1.81	228 / 333	Q3
1Y	+4.73%	+2.69%	+2.04	148 / 318	Q2
2Y	+3.23%	+3.33%	-0.10	114 / 213	Q3
3Y	+13.57%	+10.79%	+2.77	44 / 172	Q2
4Y	+16.06%	+13.23%	+2.83	25 / 84	Q2
5Y	+13.92%	+11.39%	+2.53	5 / 39	Q1
7Y	+16.08%	+12.92%	+3.17	1 / 19	Q1
10Y	—	—	—	—	—
Inception	+12.25%	+7.52%	+4.74	78 / 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	-1.27%	+0.51%	-1.78	226 / 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

+15.86%

95 windows

min -29.8% · max 77.6%

83% positive

3-Year rolling

+18.39%

70 windows

min 1.6% · max 34.9%

100% positive

5-Year rolling

+17.91%

46 windows

min 10.2% · max 29.8%

100% positive

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

7-Year rolling

+14.84%

22 windows

min 12.6% · max 17.1%

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

11.74%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

1.01

Downside-only deviation

Max drawdown

-18.04%

Sep 2024 → Feb 2025

% positive months

66.7%

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	₹17.5052	17 Jul 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option	Nippon India	₹9.8508	17 Jul 2026
SBI Nifty100 Low Volatility 30 Index Fund- Direct Plan- Growth	SBI	₹10.1908	17 Jul 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth	ICICI Prudential	₹16.4297	17 Jul 2026
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth	Bandhan	₹9.5473	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth	Aditya Birla Sun Life	₹10.6277	17 Jul 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Direct Plan-Growth	Motilal Oswal	₹8.1892	17 Jul 2026
Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - Growth	Kotak	₹11.0600	17 Jul 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth	Edelweiss	₹14.5392	17 Jul 2026
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth	DSP	₹14.7063	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹27.4672
16 Jul 2026	₹27.2650
15 Jul 2026	₹27.2666
14 Jul 2026	₹27.2434
13 Jul 2026	₹27.4427
10 Jul 2026	₹27.4066
9 Jul 2026	₹27.1479
8 Jul 2026	₹27.0691
7 Jul 2026	₹27.6102
6 Jul 2026	₹27.6470

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 17 Jul 2026, the NAV of DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth is ₹27.4672. 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 8 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 4.73% — +2.04 pp ahead of the Index Fund category average of 2.69%. The fund ranks #148 of 318 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 13.57% — +2.77 pp ahead of the Index Fund category average of 10.79%. The fund ranks #44 of 172 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 13.92% — +2.53 pp ahead of the Index Fund category average of 11.39%. The fund ranks #5 of 39 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 ₹191,870 today — a multiplier of 1.92×, based on the 5-year CAGR of 13.92%. The category average over the same window would have grown ₹1 lakh to ₹171,488.

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 ₹819,331 today. That's an XIRR (money-weighted annualised return) of 12.41%.

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 ₹1,484,651 — XIRR 15.98%.

On a 5-year basis, DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth ranks #5 out of 39 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 11.39%; this fund delivered 13.92%.

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 17.91% (best 29.83%, worst 10.20%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.53 — 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: 13.92%.

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

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

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Index Fund

Recent NAVs

Frequently asked questions

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