FundLens
57
Index — Large CapHold

DSP BSE Sensex Next 30 Index

DSP · Direct–Growth · rank #29 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
9.7%
+12.2% vs index
3 Years
5 Years
Since launch
13.4%

Year-by-year performance

last entry = YTD
2026
+4.1%

Why this score

DSP BSE Sensex Next 30 Index scores 57/100 — #29 of 82 Index — Large Cap fund (Hold). It stands out for alpha and sharpe ratio — beating 94% of peers on alpha. The main drag is its fund size (better than only 13% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

Alpha9.53 · 94th percentile in category
Sharpe ratio0.46 · 77th percentile in category
Fund size25.50 Cr · 13th percentile in category
Expense ratio0.47% · 21st percentile in category
1Y return9.69% · 99th percentile in category
Sortino ratio0.64 · 78th percentile in category

Top holdings

top 5 = 25.2% of portfolio
1.Shriram Transport Finance Company Ltd6.78%
2.Hindalco Industries Ltd5.21%
3.Bajaj Auto Ltd4.54%
4.JSW Steel Ltd4.39%
5.Grasim Industries Ltd4.31%

30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Large Cap funds