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: 13.10%.

DSP

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

Latest NAV

₹25.6698

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%	+0.28%	+0.20	66 / 291	Q1
1W	-1.40%	-0.98%	-0.42	166 / 291	Q3
2W	+0.10%	+0.23%	-0.13	186 / 291	Q3
1M	-0.51%	-0.27%	-0.24	192 / 289	Q3
3M	-1.29%	+0.47%	-1.76	207 / 281	Q3
6M	-2.64%	-1.88%	-0.75	175 / 273	Q3
YTD	-3.46%	-2.01%	-1.45	177 / 275	Q3
1Y	+4.59%	+1.49%	+3.10	93 / 254	Q2
2Y	+4.98%	+3.75%	+1.23	85 / 159	Q3
3Y	+14.35%	+10.70%	+3.65	32 / 126	Q2
4Y	+15.03%	+12.13%	+2.90	19 / 53	Q2
5Y	+13.10%	+11.33%	+1.77	5 / 25	Q1
7Y	+13.95%	+12.32%	+1.64	3 / 6	Q2
10Y	—	—	—	—	—
Inception	+11.63%	+5.52%	+6.11	55 / 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	-3.46%	-2.06%	-1.40	175 / 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

+15.29%

93 windows

min -36.7% · max 93.9%

75% positive

3-Year rolling

+17.22%

69 windows

min -3.0% · max 31.9%

99% positive

5-Year rolling

+17.24%

45 windows

min 9.8% · max 26.7%

100% positive

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

7-Year rolling

+14.12%

20 windows

min 12.6% · max 16.1%

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

13.01%

3-year · annualised

Sharpe ratio

0.60

vs risk-free 6.5%

Sortino ratio

0.94

Downside-only deviation

Max drawdown

-18.21%

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 Top 20 Equal Weight Index Fund - Regular Growth	HDFC	₹9.5172	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Regular Plan - Growth Option	Nippon India	₹9.3228	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Growth	SBI	₹9.7387	3 Jun 2026
Bandhan Nifty 200 Quality 30 Index Fund - Regular Plan - Growth	Bandhan	₹9.3232	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth	Aditya Birla Sun Life	₹10.1737	3 Jun 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth	Motilal Oswal	₹8.0030	3 Jun 2026
Kotak Nifty 100 Equal Weight Index Fund - Regular Plan - Growth	Kotak	₹10.6840	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan Growth	Edelweiss	₹13.9297	3 Jun 2026
DSP Nifty Midcap 150 Quality 50 Index Fund - Regular - Growth	DSP	₹14.0596	3 Jun 2026
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹7.8515	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹25.6698
2 Jun 2026	₹25.7969
1 Jun 2026	₹25.6739
29 May 2026	₹25.8787
27 May 2026	₹26.2797
26 May 2026	₹26.1620
25 May 2026	₹26.1963
22 May 2026	₹25.9025
21 May 2026	₹25.8644
20 May 2026	₹25.7937

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 - Regular Plan - Growth is ₹25.6698. 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 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 - 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 4.59% — +3.1 pp ahead of the Index Fund category average of 1.49%. The fund ranks #93 of 254 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 14.35% — +3.65 pp ahead of the Index Fund category average of 10.70%. The fund ranks #32 of 126 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 13.10% — +1.77 pp ahead of the Index Fund category average of 11.33%. 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 ₹185,100 today — a multiplier of 1.85×, based on the 5-year CAGR of 13.10%. The category average over the same window would have grown ₹1 lakh to ₹171,030.

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 ₹805,831 today. That's an XIRR (money-weighted annualised return) of 11.74%.

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 ₹1,448,527 — XIRR 15.28%.

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 11.33%; this fund delivered 13.10%.

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 17.24% (best 26.67%, worst 9.84%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.51 — reasonable 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: 13.10%.

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