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DSP Nifty Next 50 Index Fund

CAGR since inception
Scheme Type:
  • Scheme Risk:

    Very High Risk
  • Age:

    6 years 2 months since Feb 21, 2019
  • AUM:

    Rs. 899.17 crores as of Mar 31, 2025
  • Horizon:

    10 Years+
  • Benchmark:

    Nifty Next 50 TRI
  • Benchmark Risk:

    Very High Risk
  • Goal:

    Capital Appreciation
Scheme features

Performance

Cumulative returns

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Returns calculator

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Returns summary

Rolling returns

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Historical Returns

In SEBI format

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Portfolio as of Mar 31, 2025

Equity

Market capitalization

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Sector allocation

No data to display
Top 5 stocks by holding
Name % of Net Assets
INTERGLOBE AVIATION LIMITED 4.54%
HINDUSTAN AERONAUTICS LIMITED 3.59%
VEDANTA LIMITED 3.55%
DIVI'S LABORATORIES LIMITED 3.31%
VARUN BEVERAGES LIMITED 3.27%
See detailed equity holdings » Top Group Holdings »

Debt & debt instruments

Credit rating profile

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Instrument break-up

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Top instruments by holding
Name % of Net Assets
TREPS / REVERSE REPO INVESTMENTS 0.54%
See detailed debt holdings » Top Group Holdings »

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For HUF investors, enter Date of Incorporation of HUF as entered in the KYC form.
E.g. 01/01/1980

DSP Equity Savings Fund presentation

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Anil Ghelani

Anil has been working with DSP Group since 2003 and is currently Head of Passive Investments & Products. Previously, he served as the Business Head & Chief Investment Officer at DSP Pension Fund Managers and prior to that leading the Risk and Quantitative Analysis team at DSP Mutual Fund responsible for monitoring of portfolio risk and buy-side credit research on companies across various sectors. He also worked at IL&FS Asset Management Company and at S.R. Batliboi a member firm of EY. He is currently serving in volunteer capacity as a Director and Vice Chairman of the CFA Society India. Anil is a CFA Charter Holder (CFA Institute USA), Chartered Accountant (ICAI India) and holds a Bachelor of Commerce degree (University of Mumbai).

All Funds managed by Anil Ghelani
Sr. No. Scheme Name Managing since Period
1 Year 3 Years 5 Years

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

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Diipesh Shah

Diipesh has a total work experience of Over 20 years. He is working with DSP from September 2019 as a Dealer for ETF and Passive Investments. Now he is also Fund Manager of various schemes of DSP Mutual Fund. Diipesh has also worked with JM Financial Institutional Broking Limited, Centrum Boking Limited, IDFC Securities Limited and Kotak Securities Limited as Institutional Equity Sales Trading. He is a Chartered Accountant (ICAI India) and also holds a Bachelor of Commerce Degree.

All Funds managed by Diipesh Shah
Sr. No. Scheme Name Managing since Period
1 Year 3 Years 5 Years

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

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Equity holdings for DSP Nifty Next 50 Index Fund

Finance
12%

Name % of Net Assets
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED 2.89%
POWER FINANCE CORPORATION LIMITED 2.73%
BAJAJ HOLDINGS & INVESTMENT LIMITED 2.44%
REC LIMITED 2.42%
INDIAN RAILWAY FINANCE CORPORATION LIMITED 1%
BAJAJ HOUSING FINANCE LIMITED 0.52%
12% of Equity and equity related securities

Power
8.7%

Name % of Net Assets
TATA POWER COMPANY LIMITED 2.85%
ADANI POWER LIMITED 1.81%
ADANI ENERGY SOLUTIONS LIMITED 1.43%
ADANI GREEN ENERGY LIMITED 1.31%
JSW ENERGY LIMITED 1.3%
8.7% of Equity and equity related securities

Pharmaceuticals & Biotechnology
5.84%

Name % of Net Assets
DIVI'S LABORATORIES LIMITED 3.31%
TORRENT PHARMACEUTICALS LIMITED 1.53%
ZYDUS LIFESCIENCES LIMITED 1%
5.9% of Equity and equity related securities

Retailing
5.63%

Name % of Net Assets
AVENUE SUPERMARTS LIMITED 2.71%
INFO EDGE (INDIA) LIMITED 2.52%
SWIGGY LIMITED 0.4%
5.6% of Equity and equity related securities

Electrical Equipment
5.27%

Name % of Net Assets
SIEMENS LIMITED 2.11%
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED 1.85%
ABB INDIA LIMITED 1.31%
5.3% of Equity and equity related securities

Beverages
5.14%

Name % of Net Assets
VARUN BEVERAGES LIMITED 3.27%
UNITED SPIRITS LIMITED 1.87%
5.2% of Equity and equity related securities

Banks
4.77%

Name % of Net Assets
BANK OF BARODA 1.91%
PUNJAB NATIONAL BANK 1.5%
CANARA BANK 1.36%
4.8% of Equity and equity related securities

Petroleum Products
4.6%

Name % of Net Assets
BHARAT PETROLEUM CORPORATION LIMITED 2.44%
INDIAN OIL CORPORATION LIMITED 2.16%
4.6% of Equity and equity related securities

Transport Services
4.54%

Name % of Net Assets
INTERGLOBE AVIATION LIMITED 4.54%
4.6% of Equity and equity related securities

Personal Products
3.86%

Name % of Net Assets
GODREJ CONSUMER PRODUCTS LIMITED 2.51%
DABUR INDIA LIMITED 1.35%
3.9% of Equity and equity related securities

Insurance
3.74%

Name % of Net Assets
ICICI LOMBARD GENERAL INSURANCE COMPANY LIMITED 1.94%
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED 1%
LIFE INSURANCE CORPORATION OF INDIA 0.8%
3.8% of Equity and equity related securities

Aerospace & Defense
3.59%

Name % of Net Assets
HINDUSTAN AERONAUTICS LIMITED 3.59%
3.6% of Equity and equity related securities

Diversified Metals
3.55%

Name % of Net Assets
VEDANTA LIMITED 3.55%
3.6% of Equity and equity related securities

Automobiles
3.51%

Name % of Net Assets
TVS MOTOR COMPANY LIMITED 2.57%
HYUNDAI MOTOR INDIA LIMITED 0.94%
3.5% of Equity and equity related securities

Realty
3.48%

Name % of Net Assets
DLF LIMITED 1.97%
MACROTECH DEVELOPERS LIMITED 1.51%
3.5% of Equity and equity related securities

Cement & Cement Products
3.46%

Name % of Net Assets
SHREE CEMENT LIMITED 1.84%
AMBUJA CEMENTS LIMITED 1.62%
3.5% of Equity and equity related securities

Leisure Services
3.13%

Name % of Net Assets
THE INDIAN HOTELS COMPANY LIMITED 3.13%
3.1% of Equity and equity related securities

Auto Components
2.86%

Name % of Net Assets
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED 1.75%
BOSCH LIMITED 1.11%
2.9% of Equity and equity related securities

Food Products
2.63%

Name % of Net Assets
BRITANNIA INDUSTRIES LIMITED 2.63%
2.6% of Equity and equity related securities

Gas
2.23%

Name % of Net Assets
GAIL (INDIA) LIMITED 2.23%
2.2% of Equity and equity related securities

Chemicals & Petrochemicals
1.98%

Name % of Net Assets
PIDILITE INDUSTRIES LIMITED 1.98%
2% of Equity and equity related securities

It - Software
1.87%

Name % of Net Assets
LTIMINDTREE LIMITED 1.87%
1.9% of Equity and equity related securities

Consumer Durables
1.74%

Name % of Net Assets
HAVELLS INDIA LIMITED 1.74%
1.7% of Equity and equity related securities

Ferrous Metals
1.57%

Name % of Net Assets
JINDAL STEEL & POWER LIMITED 1.57%
1.6% of Equity and equity related securities
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Debt holdings for DSP Nifty Next 50 Index Fund

TREPS0.54%

Name Rating % of Net Assets
TREPS / REVERSE REPO INVESTMENTS -- 0.54%
100% of Debt instruments
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DSP Nifty Next 50 Index Fund presentation

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To invest in companies which are constituents of NIFTY Next 50 Index (underlying Index) in the same proportion as in the index and seeks to generate returns that are commensurate (before fees and expenses) with the performance of the underlying Index, "subject to tracking error"
There is no assurance that the investment objective of the Scheme will be realized.

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