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: 12.80%.

DSP

DSP Nifty Next 50 Index Fund - Regular Plan - Growth

Latest NAV

₹26.9859

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	+0.27%	+0.28%	0.00	106 / 291	Q2
1W	-1.18%	-0.98%	-0.20	142 / 291	Q2
2W	+1.62%	+0.23%	+1.39	26 / 291	Q1
1M	-0.27%	-0.27%	0.00	175 / 289	Q3
3M	+2.16%	+0.47%	+1.69	73 / 281	Q2
6M	+1.38%	-1.88%	+3.26	112 / 273	Q2
YTD	+0.67%	-2.01%	+2.68	131 / 275	Q2
1Y	+4.91%	+1.49%	+3.42	74 / 254	Q2
2Y	-0.23%	+3.75%	-3.98	124 / 159	Q4
3Y	+18.39%	+10.70%	+7.69	18 / 126	Q1
4Y	+16.46%	+12.13%	+4.33	10 / 53	Q1
5Y	+12.80%	+11.33%	+1.47	7 / 25	Q2
7Y	+14.09%	+12.32%	+1.77	2 / 6	Q2
10Y	—	—	—	—	—
Inception	+14.56%	+5.52%	+9.04	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	+0.67%	-2.06%	+2.73	129 / 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

+17.68%

77 windows

min -27.5% · max 67.6%

69% positive

3-Year rolling

+17.64%

53 windows

min 10.2% · max 24.0%

100% positive

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

5-Year rolling

+18.95%

28 windows

min 12.7% · max 23.3%

100% positive

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

7-Year rolling

+13.54%

4 windows

min 12.0% · max 14.6%

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

18.13%

3-year · annualised

Sharpe ratio

0.67

vs risk-free 6.5%

Sortino ratio

1.07

Downside-only deviation

Max drawdown

-26.69%

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
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Nippon India	₹24.9858	3 Jun 2026
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	SBI	₹18.9800	3 Jun 2026
Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth	Bandhan	₹9.9885	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Aditya Birla Sun Life	₹24.3221	3 Jun 2026
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹23.9759	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-GROWTH	Kotak	₹11.3420	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - Growth	Edelweiss	₹15.8655	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Regular - Growth	DSP	₹10.1040	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth	HSBC	₹29.7335	3 Jun 2026
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹10.5839	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹26.9859
2 Jun 2026	₹27.0867
1 Jun 2026	₹27.0126
29 May 2026	₹27.4592
27 May 2026	₹27.8005
26 May 2026	₹27.4101
25 May 2026	₹27.3610
22 May 2026	₹26.9588
21 May 2026	₹26.8523
20 May 2026	₹26.7972

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 Next 50 Index Fund - Regular Plan - Growth is ₹26.9859. 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 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 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 4.91% — +3.42 pp ahead of the Index Fund category average of 1.49%. The fund ranks #74 of 254 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 18.39% — +7.69 pp ahead of the Index Fund category average of 10.70%. The fund ranks #18 of 126 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 12.80% — +1.47 pp ahead of the Index Fund category average of 11.33%. The fund ranks #7 of 25 in its category — the second (Q2) quartile.

₹1 lakh invested in DSP Nifty Next 50 Index Fund - Regular Plan - Growth exactly 5 years ago would be worth approximately ₹182,638 today — a multiplier of 1.83×, based on the 5-year CAGR of 12.80%. The category average over the same window would have grown ₹1 lakh to ₹171,030.

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 ₹831,440 today. That's an XIRR (money-weighted annualised return) of 13.00%.

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 ₹1,436,452 — XIRR 15.05%.

On a 5-year basis, DSP Nifty Next 50 Index Fund - Regular Plan - Growth ranks #7 out of 25 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.33%; this fund delivered 12.80%.

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 18.95% (best 23.25%, worst 12.71%). 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: 12.80%.

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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