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 - IDCW 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: 22.1%. 5-year CAGR: 9.21%.

DSP

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

Latest NAV

₹21.9187

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%	+0.14%	+0.34	69 / 296	Q1
1W	-1.39%	-1.13%	-0.26	169 / 296	Q3
2W	+0.12%	+0.01%	+0.11	178 / 296	Q3
1M	-0.47%	-0.63%	+0.16	184 / 296	Q3
3M	-1.16%	-0.19%	-0.97	192 / 291	Q3
6M	-7.35%	-2.63%	-4.72	211 / 285	Q3
YTD	-8.18%	-2.85%	-5.33	217 / 287	Q4
1Y	-0.21%	+0.85%	-1.06	167 / 269	Q3
2Y	+0.23%	+3.09%	-2.86	134 / 188	Q3
3Y	+9.32%	+10.07%	-0.75	48 / 149	Q2
4Y	+9.99%	+11.38%	-1.40	38 / 74	Q3
5Y	+9.21%	+9.89%	-0.68	21 / 42	Q2
7Y	+11.28%	+10.09%	+1.19	2 / 24	Q1
10Y	—	—	—	—	—
Inception	+9.60%	+6.44%	+3.16	84 / 294	Q2

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	-8.18%	-2.86%	-5.31	213 / 282
2025	+8.22%	+5.41%	+2.81	80 / 226
2024	+4.99%	+13.06%	-8.07	147 / 159
2023	+23.82%	+21.46%	+2.37	44 / 121
2022	+7.60%	+2.02%	+5.58	2 / 55
2021	+33.63%	+27.10%	+6.52	4 / 31
2020	+16.31%	+13.44%	+2.87	9 / 29
2019	+3.57%	+8.85%	-5.28	17 / 22
2018	-4.25%	+3.96%	-8.21	19 / 21
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

+13.28%

93 windows

min -36.4% · max 94.7%

71% positive

3-Year rolling

+15.34%

69 windows

min -2.6% · max 30.4%

99% positive

5-Year rolling

+15.42%

45 windows

min 9.2% · max 23.6%

100% positive

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

7-Year rolling

+12.19%

20 windows

min 10.3% · max 14.3%

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

14.72%

3-year · annualised

Sharpe ratio

0.24

vs risk-free 6.5%

Sortino ratio

0.34

Downside-only deviation

Max drawdown

-22.12%

Sep 2024 → Feb 2025

% positive months

72.2%

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 Top 20 Equal Weight Index Fund - Direct	HDFC	₹9.5781	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - IDCW Option	Nippon India	₹9.4121	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund-Direct Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)	SBI	₹9.7711	3 Jun 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - IDCW	ICICI Prudential	₹16.3204	3 Jun 2026
Bandhan Nifty Alpha 50 Index Fund - Direct Plan - IDCW	Bandhan	₹13.6911	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct IDCW Payout	Aditya Birla Sun Life	₹10.2370	3 Jun 2026
Motilal Oswal BSE Low Volatility Index Fund-Direct plan	Motilal Oswal	₹15.7841	3 Jun 2026
Kotak Nifty 100 Equal Weight index Fund - Direct Plan - IDCW Option	Kotak	₹10.7610	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan IDCW	Edelweiss	₹14.1463	3 Jun 2026
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW	DSP	₹13.6900	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹21.9187
2 Jun 2026	₹22.0269
1 Jun 2026	₹21.9215
29 May 2026	₹22.0953
27 May 2026	₹22.4371
26 May 2026	₹22.3363
25 May 2026	₹22.3652
22 May 2026	₹22.1134
21 May 2026	₹22.0805
20 May 2026	₹22.0198

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 - IDCW is ₹21.9187. It's a Index Fund from DSP, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW 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 - IDCW 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 - IDCW has delivered a absolute return of -0.21% — -1.06 pp behind the Index Fund category average of 0.85%. The fund ranks #167 of 269 in its category — the third (Q3) quartile.

Over the trailing 3-year window, DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW has delivered a CAGR of 9.32% — -0.75 pp behind the Index Fund category average of 10.07%. The fund ranks #48 of 149 in its category — the second (Q2) quartile.

Over the trailing 5-year window, DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW has delivered a CAGR of 9.21% — -0.68 pp behind the Index Fund category average of 9.89%. The fund ranks #21 of 42 in its category — the second (Q2) quartile.

₹1 lakh invested in DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW exactly 5 years ago would be worth approximately ₹155,385 today — a multiplier of 1.55×, based on the 5-year CAGR of 9.21%. The category average over the same window would have grown ₹1 lakh to ₹160,256.

A ₹10,000 monthly SIP in DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹710,821 today. That's an XIRR (money-weighted annualised return) of 6.71%.

DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,252,787 — XIRR 11.22%.

On a 5-year basis, DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW ranks #21 out of 42 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 9.89%; this fund delivered 9.21%.

The worst peak-to-trough decline DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW has experienced over the last 5-year window is 22.12% — 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 - IDCW averaged 15.42% (best 23.56%, worst 9.21%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.24 — weak risk-adjusted performance.

In calendar year 2025, DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW returned 8.22% — beating the Index Fund category average of 5.41% by 2.81 pp. It ranked #80 of 226 in its category that year.

DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW 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 - IDCW 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: 22.1%. 5-year CAGR: 9.21%.

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