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 - Regular 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: 18.2%. 5-year CAGR: 13.34%.

DSP

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

Latest NAV

₹26.3057

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%	+0.18%	+0.57	51 / 291	Q1
1W	+0.21%	-0.08%	+0.29	62 / 291	Q1
2W	-0.43%	+0.22%	-0.65	236 / 291	Q4
1M	+0.91%	+0.71%	+0.21	117 / 291	Q2
3M	+1.47%	+2.09%	-0.62	174 / 288	Q3
6M	-0.66%	+1.30%	-1.96	195 / 276	Q3
YTD	-1.56%	+0.50%	-2.06	194 / 275	Q3
1Y	+4.17%	+2.18%	+1.99	130 / 261	Q2
2Y	+2.68%	+2.95%	-0.27	95 / 167	Q3
3Y	+12.96%	+10.34%	+2.62	33 / 130	Q2
4Y	+15.45%	+12.76%	+2.69	20 / 58	Q2
5Y	+13.34%	+11.48%	+1.86	5 / 25	Q1
7Y	+15.52%	+13.65%	+1.87	1 / 6	Q1
10Y	—	—	—	—	—
Inception	+11.70%	+6.61%	+5.09	61 / 291	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	-1.56%	+0.47%	-2.02	192 / 273
2025	+13.29%	+5.14%	+8.14	21 / 211
2024	+9.51%	+13.66%	-4.15	65 / 136
2023	+29.46%	+20.09%	+9.37	21 / 94
2022	+7.09%	+1.07%	+6.02	1 / 31
2021	+33.06%	+28.77%	+4.28	2 / 12
2020	+15.82%	+15.26%	+0.56	4 / 9
2019	+3.04%	+6.70%	-3.65	3 / 4
2018	-4.73%	+2.25%	-6.98	3 / 3
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

+15.30%

95 windows

min -30.1% · max 76.9%

82% positive

3-Year rolling

+17.82%

70 windows

min 1.2% · max 34.3%

100% positive

5-Year rolling

+17.35%

46 windows

min 9.7% · max 29.2%

100% positive

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

7-Year rolling

+14.28%

22 windows

min 12.1% · max 16.5%

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

11.73%

3-year · annualised

Sharpe ratio

0.54

vs risk-free 6.5%

Sortino ratio

0.92

Downside-only deviation

Max drawdown

-18.21%

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 Top 20 Equal Weight Index Fund - Regular Growth	HDFC	₹10.0599	17 Jul 2026
Nippon India Nifty 500 Equal Weight Index Fund - Regular Plan - Growth Option	Nippon India	₹9.7505	17 Jul 2026
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Growth	SBI	₹10.1522	17 Jul 2026
Bandhan Nifty 200 Quality 30 Index Fund - Regular Plan - Growth	Bandhan	₹9.4471	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth	Aditya Birla Sun Life	₹10.5539	17 Jul 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth	Motilal Oswal	₹8.0880	17 Jul 2026
Kotak Nifty 100 Equal Weight Index Fund - Regular Plan - Growth	Kotak	₹10.9730	17 Jul 2026
Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan Growth	Edelweiss	₹14.1065	17 Jul 2026
DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - Growth	DSP	₹14.3369	17 Jul 2026
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹7.8960	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹26.3057
16 Jul 2026	₹26.1124
15 Jul 2026	₹26.1144
14 Jul 2026	₹26.0925
13 Jul 2026	₹26.2838
10 Jul 2026	₹26.2504
9 Jul 2026	₹26.0030
8 Jul 2026	₹25.9279
7 Jul 2026	₹26.4466
6 Jul 2026	₹26.4822

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 - Regular Plan - Growth is ₹26.3057. It's a Index Fund from DSP, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

DSP Nifty 50 Equal Weight Index Fund - Regular 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 - Regular 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 - Regular Plan - Growth has delivered a absolute return of 4.17% — +1.99 pp ahead of the Index Fund category average of 2.18%. The fund ranks #130 of 261 in its category — the second (Q2) quartile.

Over the trailing 3-year window, DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth has delivered a CAGR of 12.96% — +2.62 pp ahead of the Index Fund category average of 10.34%. The fund ranks #33 of 130 in its category — the second (Q2) quartile.

Over the trailing 5-year window, DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth has delivered a CAGR of 13.34% — +1.86 pp ahead of the Index Fund category average of 11.48%. The fund ranks #5 of 25 in its category — the top (Q1) quartile.

₹1 lakh invested in DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹187,007 today — a multiplier of 1.87×, based on the 5-year CAGR of 13.34%. The category average over the same window would have grown ₹1 lakh to ₹172,179.

A ₹10,000 monthly SIP in DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹807,087 today. That's an XIRR (money-weighted annualised return) of 11.80%.

DSP Nifty 50 Equal Weight Index Fund - Regular 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 ₹1,452,569 — XIRR 15.37%.

On a 5-year basis, DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth ranks #5 out of 25 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 11.48%; this fund delivered 13.34%.

The worst peak-to-trough decline DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth has experienced over the last 5-year window is 18.21% — 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 - Regular Plan - Growth averaged 17.35% (best 29.21%, worst 9.68%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.49 — weak risk-adjusted performance.

In calendar year 2025, DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth returned 13.29% — beating the Index Fund category average of 5.14% by 8.14 pp. It ranked #21 of 211 in its category that year.

DSP Nifty 50 Equal Weight Index Fund - Regular 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 - Regular 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: 18.2%. 5-year CAGR: 13.34%.

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 - Regular 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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