Should I invest in DSP Nifty Next 50 Index Fund?

We don't give personal investment advice. DSP Nifty Next 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: 26.7%. 5-year CAGR: 13.20%.

DSP

DSP Nifty Next 50 Index Fund - Regular Plan - Growth

Latest NAV

₹27.7307

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	-0.07%	+0.18%	-0.24	208 / 291	Q3
1W	-0.75%	-0.08%	-0.66	230 / 291	Q4
2W	-0.58%	+0.22%	-0.80	245 / 291	Q4
1M	-0.64%	+0.71%	-1.35	253 / 291	Q4
3M	+2.11%	+2.09%	+0.02	106 / 288	Q2
6M	+4.31%	+1.30%	+3.02	50 / 276	Q1
YTD	+3.06%	+0.50%	+2.56	83 / 275	Q2
1Y	+4.76%	+2.18%	+2.58	107 / 261	Q2
2Y	-1.34%	+2.95%	-4.29	135 / 167	Q4
3Y	+17.59%	+10.34%	+7.26	17 / 130	Q1
4Y	+16.19%	+12.76%	+3.43	12 / 58	Q1
5Y	+13.20%	+11.48%	+1.73	6 / 25	Q1
7Y	+15.22%	+13.65%	+1.57	3 / 6	Q2
10Y	—	—	—	—	—
Inception	+14.67%	+6.61%	+8.05	34 / 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	+3.06%	+0.47%	+2.60	81 / 273
2025	+1.96%	+5.14%	-3.18	153 / 211
2024	+26.92%	+13.66%	+13.26	9 / 136
2023	+26.65%	+20.09%	+6.57	27 / 94
2022	+0.39%	+1.07%	-0.68	22 / 31
2021	+28.81%	+28.77%	+0.04	3 / 12
2020	+14.20%	+15.26%	-1.06	8 / 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

+18.03%

79 windows

min -24.5% · max 69.2%

75% positive

3-Year rolling

+18.13%

54 windows

min 11.0% · max 23.5%

100% positive

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

5-Year rolling

+18.89%

30 windows

min 13.2% · max 26.6%

100% positive

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

7-Year rolling

+14.39%

6 windows

min 12.5% · max 15.4%

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

17.44%

3-year · annualised

Sharpe ratio

0.64

vs risk-free 6.5%

Sortino ratio

1.08

Downside-only deviation

Max drawdown

-26.69%

Sep 2024 → Feb 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
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Nippon India	₹25.8257	17 Jul 2026
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	SBI	₹19.6309	17 Jul 2026
Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth	Bandhan	₹10.3232	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Aditya Birla Sun Life	₹25.1436	17 Jul 2026
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹24.6396	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-GROWTH	Kotak	₹11.7290	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - Growth	Edelweiss	₹16.3154	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Regular - Growth	DSP	₹10.4424	17 Jul 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth	HSBC	₹30.6321	17 Jul 2026
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹10.9282	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹27.7307
16 Jul 2026	₹27.7489
15 Jul 2026	₹27.8452
14 Jul 2026	₹27.7310
13 Jul 2026	₹27.8304
10 Jul 2026	₹27.9397
9 Jul 2026	₹27.5911
8 Jul 2026	₹27.3653
7 Jul 2026	₹27.8823
6 Jul 2026	₹28.0510

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 - Regular Plan - Growth is ₹27.7307. 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 Next 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 Next 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 Next 50 Index Fund - Regular Plan - Growth has delivered a absolute return of 4.76% — +2.58 pp ahead of the Index Fund category average of 2.18%. The fund ranks #107 of 261 in its category — the second (Q2) quartile.

Over the trailing 3-year window, DSP Nifty Next 50 Index Fund - Regular Plan - Growth has delivered a CAGR of 17.59% — +7.26 pp ahead of the Index Fund category average of 10.34%. The fund ranks #17 of 130 in its category — the top (Q1) quartile.

Over the trailing 5-year window, DSP Nifty Next 50 Index Fund - Regular Plan - Growth has delivered a CAGR of 13.20% — +1.73 pp ahead of the Index Fund category average of 11.48%. The fund ranks #6 of 25 in its category — the top (Q1) quartile.

₹1 lakh invested in DSP Nifty Next 50 Index Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹185,920 today — a multiplier of 1.86×, based on the 5-year CAGR of 13.20%. The category average over the same window would have grown ₹1 lakh to ₹172,179.

A ₹10,000 monthly SIP in DSP Nifty Next 50 Index Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹835,367 today. That's an XIRR (money-weighted annualised return) of 13.20%.

DSP Nifty Next 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 ₹1,445,306 — XIRR 15.23%.

On a 5-year basis, DSP Nifty Next 50 Index Fund - Regular Plan - Growth ranks #6 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 13.20%.

The worst peak-to-trough decline DSP Nifty Next 50 Index Fund - Regular Plan - Growth has experienced over the last 5-year window is 26.69% — 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 - Regular Plan - Growth averaged 18.89% (best 26.64%, worst 13.20%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.41 — weak risk-adjusted performance.

In calendar year 2025, DSP Nifty Next 50 Index Fund - Regular Plan - Growth returned 1.96% — lagging the Index Fund category average of 5.14% by 3.18 pp. It ranked #153 of 211 in its category that year.

DSP Nifty Next 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 Next 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: 26.7%. 5-year CAGR: 13.20%.

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 - 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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