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: 9.91%.

DSP

DSP Nifty 50 Index Fund - Regular Plan - Growth

Latest NAV

₹23.6482

As of

17 Jul 2026

1,820 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	+1.10%	+0.18%	+0.92	42 / 291	Q1
1W	+0.55%	-0.08%	+0.64	34 / 291	Q1
2W	+0.32%	+0.22%	+0.10	72 / 291	Q1
1M	+1.35%	+0.71%	+0.64	74 / 291	Q2
3M	+0.43%	+2.09%	-1.66	232 / 288	Q4
6M	-4.84%	+1.30%	-6.14	238 / 276	Q4
YTD	-6.44%	+0.50%	-6.94	243 / 275	Q4
1Y	-2.30%	+2.18%	-4.48	210 / 261	Q4
2Y	+0.24%	+2.95%	-2.72	106 / 167	Q3
3Y	+8.05%	+10.34%	-2.29	52 / 130	Q2
4Y	+11.38%	+12.76%	-1.38	29 / 58	Q2
5Y	+9.91%	+11.48%	-1.57	16 / 25	Q3
7Y	+12.12%	+13.65%	-1.53	4 / 6	Q3
10Y	—	—	—	—	—
Inception	+12.34%	+6.61%	+5.72	52 / 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	-6.44%	+0.47%	-6.91	241 / 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

+14.85%

79 windows

min -24.6% · max 62.0%

86% positive

3-Year rolling

+15.47%

54 windows

min 8.0% · max 29.5%

100% positive

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

5-Year rolling

+15.86%

30 windows

min 9.7% · max 23.8%

100% positive

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

7-Year rolling

+11.91%

6 windows

min 11.1% · max 13.9%

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

11.24%

3-year · annualised

Sharpe ratio

0.17

vs risk-free 6.5%

Sortino ratio

0.28

Downside-only deviation

Max drawdown

-15.55%

Sep 2024 → Mar 2025

% positive months

58.3%

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	₹15.4717	17 Jul 2026
Nippon India BSE Sensex Next 30 Index Fund - Regular Plan-Growth Option	Nippon India	₹10.8037	17 Jul 2026
SBI BSE Sensex Index Fund - Regular Plan - Growth	SBI	₹12.7899	17 Jul 2026
Invesco India BSE Sensex Index Fund - Regular Plan - Growth	Invesco	₹10.2392	17 Jul 2026
BANDHAN NIFTY 100 INDEX FUND - REGULAR PLAN - GROWTH	Bandhan	₹14.8671	17 Jul 2026
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹20.6459	17 Jul 2026
Mirae Asset Nifty 50 Index Fund - Regular Plan - Growth	Mirae Asset	₹10.0288	17 Jul 2026
Kotak BSE Sensex Index Fund - Regular - Growth	Kotak	₹10.4040	17 Jul 2026
Edelweiss Nifty 50 Index Fund Regular Plan Growth	Edelweiss	₹13.9068	17 Jul 2026
DSP BSE SENSEX Next 30 Index Fund - Regular - Growth	DSP	₹11.9488	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹23.6482
16 Jul 2026	₹23.3917
15 Jul 2026	₹23.3975
14 Jul 2026	₹23.3696
13 Jul 2026	₹23.5236
10 Jul 2026	₹23.5181
9 Jul 2026	₹23.2780
8 Jul 2026	₹23.1989
7 Jul 2026	₹23.6989
6 Jul 2026	₹23.7273

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 Index Fund - Regular Plan - Growth is ₹23.6482. 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 4 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 -2.30% — -4.48 pp behind the Index Fund category average of 2.18%. The fund ranks #210 of 261 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 8.05% — -2.29 pp behind the Index Fund category average of 10.34%. The fund ranks #52 of 130 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 9.91% — -1.57 pp behind the Index Fund category average of 11.48%. 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 ₹160,366 today — a multiplier of 1.60×, based on the 5-year CAGR of 9.91%. The category average over the same window would have grown ₹1 lakh to ₹172,179.

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 ₹727,990 today. That's an XIRR (money-weighted annualised return) of 7.66%.

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 ₹1,241,964 — XIRR 10.98%.

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 11.48%; this fund delivered 9.91%.

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 15.86% (best 23.84%, worst 9.73%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.27 — 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: 9.91%.

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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