FundLens
76
Index — Large CapBuy

DSP Nifty Next 50 Index

DSP · Direct–Growth · rank #7 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
9.2%
+11.7% vs index
3 Years
17.8%
+9.8% vs index
5 Years
12.0%
+4.3% vs index
Since launch
15.1%

Year-by-year performance

last entry = YTD
2021
+30.2%
2022
+0.7%
2023
+27.1%
2024
+27.6%
2025
+2.7%
2026
+5.6%

Why this score

DSP Nifty Next 50 Index scores 76/100 — #7 of 82 Index — Large Cap fund (Buy). It stands out for 5y return and 3y return — beating 93% of peers on 5y return. The main drag is its volatility (better than only 16% of peers).

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

5Y return11.96% · 93rd percentile in category
3Y return17.76% · 86th percentile in category
Sharpe ratio0.61 · 87th percentile in category
Volatility18.38 · 16th percentile in category
Sortino ratio0.82 · 87th percentile in category
Alpha8.24 · 85th percentile in category

Top holdings

top 5 = 19.1% of portfolio
1.Divi's Laboratories Ltd4.15%
2.TVS Motor Company Ltd4.1%
3.Tata Motors Ltd3.69%
4.Hindustan Aeronautics Ltd3.57%
5.Adani Power Ltd3.55%

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

Other Index — Large Cap funds