Should I invest in DSP Nifty 50 Index Fund?

We don't give personal investment advice. DSP Nifty 50 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: 16.7%. 5-year CAGR: 9.19%.

DSP

DSP Nifty 50 Index Fund - Regular Plan - Growth

Latest NAV

₹22.6622

As of

3 Jun 2026

1,789 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	+0.43%	+0.28%	+0.15	76 / 291	Q2
1W	-1.79%	-0.98%	-0.81	191 / 291	Q3
2W	-0.49%	+0.23%	-0.72	236 / 291	Q4
1M	-2.50%	-0.27%	-2.24	257 / 289	Q4
3M	-5.45%	+0.47%	-5.92	248 / 281	Q4
6M	-9.68%	-1.88%	-7.80	233 / 273	Q4
YTD	-10.05%	-2.01%	-8.03	235 / 275	Q4
1Y	-4.31%	+1.49%	-5.80	210 / 254	Q4
2Y	+1.17%	+3.75%	-2.58	111 / 159	Q3
3Y	+8.95%	+10.70%	-1.75	49 / 126	Q2
4Y	+9.83%	+12.13%	-2.30	30 / 53	Q3
5Y	+9.19%	+11.33%	-2.14	16 / 25	Q3
7Y	+10.73%	+12.32%	-1.59	4 / 6	Q3
10Y	—	—	—	—	—
Inception	+11.95%	+5.52%	+6.43	49 / 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	-10.05%	-2.06%	-7.98	233 / 273
2025	+11.03%	+5.14%	+5.89	27 / 211
2024	+9.48%	+13.66%	-4.18	66 / 136
2023	+20.24%	+20.09%	+0.15	40 / 94
2022	+5.22%	+1.07%	+4.15	4 / 31
2021	+24.58%	+28.77%	-4.19	7 / 12
2020	+14.88%	+15.26%	-0.38	6 / 9
2019	—	—	—	—

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

+14.98%

77 windows

min -29.9% · max 78.4%

86% positive

3-Year rolling

+15.23%

53 windows

min 9.0% · max 27.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+15.94%

28 windows

min 9.2% · max 22.0%

100% positive

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

7-Year rolling

+11.46%

4 windows

min 10.7% · max 12.7%

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

11.99%

3-year · annualised

Sharpe ratio

0.24

vs risk-free 6.5%

Sortino ratio

0.35

Downside-only deviation

Max drawdown

-15.55%

Sep 2024 → Mar 2025

% positive months

69.4%

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 BSE 500 Index Fund - Regular Plan - Growth Option	HDFC	₹14.8548	3 Jun 2026
Nippon India BSE Sensex Next 30 Index Fund - Regular Plan-Growth Option	Nippon India	₹10.8060	3 Jun 2026
SBI BSE Sensex Index Fund - Regular Plan - Growth	SBI	₹12.1274	3 Jun 2026
Invesco India BSE Sensex Index Fund - Regular Plan - Growth	Invesco	₹9.7155	3 Jun 2026
BANDHAN NIFTY 100 INDEX FUND - REGULAR PLAN - GROWTH	Bandhan	₹14.2895	3 Jun 2026
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹19.7909	3 Jun 2026
Mirae Asset Nifty 50 Index Fund - Regular Plan - Growth	Mirae Asset	₹9.6193	3 Jun 2026
Kotak BSE Sensex Index Fund - Regular - Growth	Kotak	₹9.8650	3 Jun 2026
Edelweiss Nifty 50 Index Fund Regular Plan Growth	Edelweiss	₹13.3272	3 Jun 2026
DSP BSE SENSEX Next 30 Index Fund - Regular - Growth	DSP	₹11.9464	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹22.6622
2 Jun 2026	₹22.7377
1 Jun 2026	₹22.6406
29 May 2026	₹22.8006
27 May 2026	₹23.1444
26 May 2026	₹23.1510
25 May 2026	₹23.2652
22 May 2026	₹22.9562
21 May 2026	₹22.8846
20 May 2026	₹22.8889

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 Index Fund - Regular Plan - Growth is ₹22.6622. 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 Index Fund - Regular Plan - Growth has NAV history starting from 22 Feb 2019, a track record of about 7 years 3 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 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 Index Fund - Regular Plan - Growth has delivered a absolute return of -4.31% — -5.8 pp behind the Index Fund category average of 1.49%. The fund ranks #210 of 254 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, DSP Nifty 50 Index Fund - Regular Plan - Growth has delivered a CAGR of 8.95% — -1.75 pp behind the Index Fund category average of 10.70%. The fund ranks #49 of 126 in its category — the second (Q2) quartile.

Over the trailing 5-year window, DSP Nifty 50 Index Fund - Regular Plan - Growth has delivered a CAGR of 9.19% — -2.14 pp behind the Index Fund category average of 11.33%. The fund ranks #16 of 25 in its category — the third (Q3) quartile.

₹1 lakh invested in DSP Nifty 50 Index Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹155,197 today — a multiplier of 1.55×, based on the 5-year CAGR of 9.19%. The category average over the same window would have grown ₹1 lakh to ₹171,030.

A ₹10,000 monthly SIP in DSP Nifty 50 Index Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹709,398 today. That's an XIRR (money-weighted annualised return) of 6.63%.

DSP Nifty 50 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 ₹1,209,756 — XIRR 10.24%.

On a 5-year basis, DSP Nifty 50 Index Fund - Regular Plan - Growth ranks #16 out of 25 funds in the Index Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.33%; this fund delivered 9.19%.

The worst peak-to-trough decline DSP Nifty 50 Index Fund - Regular Plan - Growth has experienced over the last 5-year window is 16.68% — its NAV fell from a high on 18 Oct 2021 to a low on 17 Jun 2022. 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 Index Fund - Regular Plan - Growth averaged 15.94% (best 22.03%, worst 9.19%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.25 — weak risk-adjusted performance.

In calendar year 2025, DSP Nifty 50 Index Fund - Regular Plan - Growth returned 11.03% — beating the Index Fund category average of 5.14% by 5.89 pp. It ranked #27 of 211 in its category that year.

DSP Nifty 50 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 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: 16.7%. 5-year CAGR: 9.19%.

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

DSP Nifty 50 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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