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 - 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: 30.4%. 5-year CAGR: 8.80%.

DSP

DSP Nifty Next 50 Index Fund - Regular Plan - IDCW

Latest NAV

₹22.7354

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%	-0.01%	-0.05	180 / 246	Q3
1W	-0.75%	-0.36%	-0.39	195 / 246	Q4
2W	-0.58%	-0.04%	-0.54	208 / 246	Q4
1M	-0.64%	+0.57%	-1.21	210 / 246	Q4
3M	+2.11%	+1.95%	+0.17	90 / 246	Q2
6M	-0.73%	+0.95%	-1.68	171 / 239	Q3
YTD	-1.92%	+0.07%	-1.99	169 / 238	Q3
1Y	-0.30%	+1.45%	-1.75	152 / 227	Q3
2Y	-6.18%	+2.12%	-8.30	144 / 157	Q4
3Y	+11.83%	+9.02%	+2.81	27 / 116	Q1
4Y	+10.56%	+11.68%	-1.11	27 / 50	Q3
5Y	+8.80%	+10.01%	-1.21	15 / 20	Q3
7Y	+12.00%	+13.65%	-1.65	5 / 9	Q3
10Y	—	—	—	—	—
Inception	+11.63%	+6.50%	+5.13	46 / 246	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	-1.92%	+0.11%	-2.03	168 / 236
2025	-3.13%	+4.47%	-7.60	149 / 185
2024	+20.75%	+12.46%	+8.30	26 / 122
2023	+20.72%	+19.34%	+1.37	33 / 86
2022	+0.39%	+1.97%	-1.58	18 / 25
2021	+28.81%	+29.23%	-0.41	5 / 11
2020	+14.20%	+14.29%	-0.08	8 / 10
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

+14.95%

79 windows

min -24.5% · max 61.0%

65% positive

3-Year rolling

+14.93%

54 windows

min 9.0% · max 21.0%

100% positive

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

5-Year rolling

+15.65%

30 windows

min 8.8% · max 22.9%

100% positive

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

7-Year rolling

+11.19%

6 windows

min 9.3% · max 12.2%

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

18.26%

3-year · annualised

Sharpe ratio

0.34

vs risk-free 6.5%

Sortino ratio

0.52

Downside-only deviation

Max drawdown

-30.35%

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
SBI Nifty Midcap 150 Index Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹19.6312	17 Jul 2026
BANDHAN Nifty Smallcap 250 Index Fund - Regular Plan - IDCW	Bandhan	₹12.8262	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular - Payout of IDCW	Aditya Birla Sun Life	₹25.1396	17 Jul 2026
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal	₹39.6154	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-IDCW PAYOUT AND REINVESTMENT	Kotak	₹11.7290	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW	Edelweiss	₹16.3153	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Regular - IDCW	DSP	₹10.4424	17 Jul 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular IDCW	HSBC	₹30.6323	17 Jul 2026
Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option	Axis	₹21.1162	17 Jul 2026
Bajaj Finserv Nifty Next 50 Index Fund - Regular - IDCW	Bajaj Finserv	₹11.3379	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹22.7354
16 Jul 2026	₹22.7504
15 Jul 2026	₹22.8293
14 Jul 2026	₹22.7357
13 Jul 2026	₹22.8172
10 Jul 2026	₹22.9068
9 Jul 2026	₹22.6210
8 Jul 2026	₹22.4358
7 Jul 2026	₹22.8597
6 Jul 2026	₹22.9981

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 - IDCW is ₹22.7354. It's a Index Fund from DSP, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

DSP Nifty Next 50 Index Fund - Regular 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 - Regular 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 - Regular Plan - IDCW has delivered a absolute return of -0.30% — -1.75 pp behind the Index Fund category average of 1.45%. The fund ranks #152 of 227 in its category — the third (Q3) quartile.

Over the trailing 3-year window, DSP Nifty Next 50 Index Fund - Regular Plan - IDCW has delivered a CAGR of 11.83% — +2.81 pp ahead of the Index Fund category average of 9.02%. The fund ranks #27 of 116 in its category — the top (Q1) quartile.

Over the trailing 5-year window, DSP Nifty Next 50 Index Fund - Regular Plan - IDCW has delivered a CAGR of 8.80% — -1.21 pp behind the Index Fund category average of 10.01%. The fund ranks #15 of 20 in its category — the third (Q3) quartile.

₹1 lakh invested in DSP Nifty Next 50 Index Fund - Regular Plan - IDCW exactly 5 years ago would be worth approximately ₹152,429 today — a multiplier of 1.52×, based on the 5-year CAGR of 8.80%. The category average over the same window would have grown ₹1 lakh to ₹161,116.

A ₹10,000 monthly SIP in DSP Nifty Next 50 Index Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹730,035 today. That's an XIRR (money-weighted annualised return) of 7.78%.

DSP Nifty Next 50 Index Fund - Regular 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 ₹1,230,102 — XIRR 10.71%.

On a 5-year basis, DSP Nifty Next 50 Index Fund - Regular Plan - IDCW ranks #15 out of 20 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 10.01%; this fund delivered 8.80%.

The worst peak-to-trough decline DSP Nifty Next 50 Index Fund - Regular Plan - IDCW has experienced over the last 5-year window is 30.35% — 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 - IDCW averaged 15.65% (best 22.92%, worst 8.80%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.19 — weak risk-adjusted performance.

In calendar year 2025, DSP Nifty Next 50 Index Fund - Regular Plan - IDCW returned -3.13% — lagging the Index Fund category average of 4.47% by 7.60 pp. It ranked #149 of 185 in its category that year.

DSP Nifty Next 50 Index Fund - Regular 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 - Regular 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: 30.4%. 5-year CAGR: 8.80%.

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 - 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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