Should I invest in DSP Nifty Next 50 Index Fund?

We don't give personal investment advice. DSP Nifty Next 50 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: 30.2%. 5-year CAGR: 9.15%.

DSP

DSP Nifty Next 50 Index Fund - Direct Plan - IDCW

Latest NAV

₹23.2787

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	-0.06%	+0.08%	-0.15	220 / 296	Q3
1W	-0.74%	-0.25%	-0.48	240 / 296	Q4
2W	-0.55%	+0.03%	-0.59	251 / 296	Q4
1M	-0.59%	+0.66%	-1.25	256 / 296	Q4
3M	+2.27%	+1.92%	+0.36	105 / 296	Q2
6M	-0.81%	+0.72%	-1.53	197 / 289	Q3
YTD	-1.98%	-0.18%	-1.80	196 / 287	Q3
1Y	-0.20%	+1.67%	-1.87	181 / 276	Q3
2Y	-5.92%	+2.29%	-8.21	183 / 196	Q4
3Y	+12.21%	+9.65%	+2.56	38 / 152	Q1
4Y	+10.94%	+12.31%	-1.37	46 / 81	Q3
5Y	+9.15%	+10.34%	-1.18	32 / 42	Q4
7Y	+12.36%	+12.36%	-0.01	9 / 28	Q2
10Y	—	—	—	—	—
Inception	+11.99%	+7.39%	+4.60	59 / 294	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	-1.98%	-0.15%	-1.83	192 / 282
2025	-2.69%	+5.41%	-8.10	185 / 226
2024	+21.32%	+13.06%	+8.27	35 / 159
2023	+21.14%	+21.46%	-0.31	45 / 121
2022	+0.69%	+2.02%	-1.34	41 / 55
2021	+29.19%	+27.10%	+2.09	6 / 31
2020	+14.54%	+13.44%	+1.10	21 / 29
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

+15.34%

79 windows

min -24.3% · max 61.8%

66% positive

3-Year rolling

+15.32%

54 windows

min 9.4% · max 21.3%

100% positive

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

5-Year rolling

+16.05%

30 windows

min 9.2% · max 23.4%

100% positive

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

7-Year rolling

+11.54%

6 windows

min 9.7% · max 12.5%

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

18.28%

3-year · annualised

Sharpe ratio

0.36

vs risk-free 6.5%

Sortino ratio

0.55

Downside-only deviation

Max drawdown

-30.20%

Sep 2024 → Feb 2025

% positive months

55.6%

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
NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option	Nippon India	₹26.5876	17 Jul 2026
SBI Nifty Midcap 150 Index Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹20.0116	17 Jul 2026
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - IDCW	ICICI Prudential	₹20.5388	17 Jul 2026
BANDHAN Nifty Smallcap 250 Index Fund - Direct Plan - IDCW	Bandhan	₹13.0559	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Direct - Payout of IDCW	Aditya Birla Sun Life	₹25.9702	17 Jul 2026
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan	Motilal Oswal	₹41.6553	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-IDCW-PAYOUT AND REINVESTMENT	Kotak	₹11.8040	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Direct Plan - IDCW	Edelweiss	₹16.7426	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Direct - IDCW	DSP	₹10.4877	17 Jul 2026
HSBC NIFTY NEXT 50 INDEX FUND - Direct IDCW	HSBC	₹31.4807	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹23.2787
16 Jul 2026	₹23.2936
15 Jul 2026	₹23.3740
14 Jul 2026	₹23.2777
13 Jul 2026	₹23.3608
10 Jul 2026	₹23.4512
9 Jul 2026	₹23.1582
8 Jul 2026	₹22.9682
7 Jul 2026	₹23.4017
6 Jul 2026	₹23.5429

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 Next 50 Index Fund - Direct Plan - IDCW is ₹23.2787. 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 Next 50 Index Fund - Direct Plan - IDCW 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 Next 50 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 Next 50 Index Fund - Direct Plan - IDCW has delivered a absolute return of -0.20% — -1.87 pp behind the Index Fund category average of 1.67%. The fund ranks #181 of 276 in its category — the third (Q3) quartile.

Over the trailing 3-year window, DSP Nifty Next 50 Index Fund - Direct Plan - IDCW has delivered a CAGR of 12.21% — +2.56 pp ahead of the Index Fund category average of 9.65%. The fund ranks #38 of 152 in its category — the top (Q1) quartile.

Over the trailing 5-year window, DSP Nifty Next 50 Index Fund - Direct Plan - IDCW has delivered a CAGR of 9.15% — -1.18 pp behind the Index Fund category average of 10.34%. The fund ranks #32 of 42 in its category — the bottom (Q4) quartile.

₹1 lakh invested in DSP Nifty Next 50 Index Fund - Direct Plan - IDCW exactly 5 years ago would be worth approximately ₹154,952 today — a multiplier of 1.55×, based on the 5-year CAGR of 9.15%. The category average over the same window would have grown ₹1 lakh to ₹163,530.

A ₹10,000 monthly SIP in DSP Nifty Next 50 Index Fund - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹736,445 today. That's an XIRR (money-weighted annualised return) of 8.13%.

DSP Nifty Next 50 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 ₹1,246,459 — XIRR 11.08%.

On a 5-year basis, DSP Nifty Next 50 Index Fund - Direct Plan - IDCW ranks #32 out of 42 funds in the Index Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 10.34%; this fund delivered 9.15%.

The worst peak-to-trough decline DSP Nifty Next 50 Index Fund - Direct Plan - IDCW has experienced over the last 5-year window is 30.20% — 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 Next 50 Index Fund - Direct Plan - IDCW averaged 16.05% (best 23.37%, worst 9.15%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.21 — weak risk-adjusted performance.

In calendar year 2025, DSP Nifty Next 50 Index Fund - Direct Plan - IDCW returned -2.69% — lagging the Index Fund category average of 5.41% by 8.10 pp. It ranked #185 of 226 in its category that year.

DSP Nifty Next 50 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 Next 50 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: 30.2%. 5-year CAGR: 9.15%.

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

DSP Nifty Next 50 Index Fund - Direct Plan - IDCW

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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