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DSP Nifty500 Flexicap Quality 30 Index Fund

DSP Nifty500 Flexicap Quality 30 Index Fund

Benchmark: Nifty500 Flexicap Quality 30 TRI info icon

Age of Fund

NA

Exit Load

Nil  

Ideal holding period

10 Years+

Performance

Note:Under SEBI regulations, the performance of this fund can’t be displayed as it has been in existence for less than 6 months.

Chart type

Invested as

Invested Amount

Invested since

This fund

Vs

Nifty500 Flexicap Qual

NIFTY 50 TRI

Gold

PPF

Funds Annual returns Current Value Absolute Growth

Chart type:

Invested as

Invested Amount

Invested period

Funds Minimum Median Maximum % times -ve returns % times returns > 7%

Fund Details

Fund Details

Things to know before you invest

  1. DSP Nifty500 Flexicap Quality 30 Index Fund replicates Nifty500 Flexicap Quality 30 Index which dynamically allocates between large, mid and small cap segments depending on market cap cycles.
  2. Market cap allocation is decided based on relative momentum of SMID (Small & Mid Cap) versus Large Cap (i.e. Nifty MidSmallCap 400 / Nifty 100). When SMID is in relative momentum i.e. SMID to Large ratio is above its 200 DMA, the allocation will be skewed towards small & mid caps (two-thirds of portfolio))and vice versa.
  3. Stock selection is based on quality filter. The index constitutes the ten largest stocks (based on free float market cap) each from large, mid and small cap quality universes - Nifty100 Quality 30, Nifty Midcap150 Quality 50 and Nifty Smallcap250 Quality 50.
  4. The market cap allocation is rebalanced on a quarterly basis and the portfolio reconstitution happens half-yearly.
  1. A 'True to label' Flexicap Strategy - DSP Nifty500 Flexicap Quality 30 Index Fund dynamically allocates to large, mid & small caps using a transparent, rule-based approach
  2. Ride winners via Relative Momentum Increases exposure to market cap segment that is currently in relative momentum and vice versa
  3. Limit accidents using Quality Stock selection using quality filter helps contain downsides
  4. Low-Cost Strategy Passive structure lowers costs. Plus, there is no tax or exit load incidence when rebalancing from large caps to SMID (or vice versa).
  1. Consider this fund if you
    • Are looking for dynamic participation in large, mid and small cap stocks.
    • Understand this strategy is designed to capture long-term trends.
    • Prefer to build wealth via SIP in a patient, disciplined manner .
    • Do not chase the highest possible returns at all times.
    • Are okay with extended periods of higher volatility.
  1. DSP Nifty500 Flexicap Quality 30 Index Fund carries very high risk and may capture short-term trends
  2. Might not be able to quickly adjust to sharp changes that occur between rebalancing intervals
  3. As the index dynamically adjusts between market caps, the portfolio turnover can be relatively high

Fund managers:

Anil Ghelani, CFA

Anil Ghelani, CFA

Total work experience of 27 years. Managing this fund since August 2025.
Total work experience of 27 years. Managing this fund since August 2025.

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Diipesh Shah

Diipesh Shah

Total work experience of 24 years. Managing this fund since August 2025.
Total work experience of 24 years. Managing this fund since August 2025.

arrow_forwardSee funds managed by him


Investment Objective

The investment objective of the Scheme is to generate returns that are commensurate with the performance of the Nifty500 Flexicap Quality 30 Index, subject to tracking error.
There is no assurance that the investment objective of the scheme will be achieved.

Fund Type

Index Fund

An open ended scheme replicating / tracking Nifty500 Flexicap Quality 30 Index

Riskometer

Level of Risk in the fund

View details
Riskometer

Minimum Investment

  • Lumpsum ₹ 100
  • SIP ₹ 100 (12 instalments)
  • Additional purchase ₹ 100

Tax Implications (Applies to redemptions or transfers made on or after April 1, 2025)

Taxation category - Equity Oriented Fund Sub Category - Equity Schemes
Holding period Capital gain type Applicable tax rate
More than 12 months Long term 12.5 %
12 months or less Short term 20 %

Mutual fund taxation is based on the fund’s taxation category, sub-category, and holding period. The applicable tax rates are subject to prevailing tax laws, including surcharges, cess, and exemptions. Please consult a tax advisor for personalized guidance. View detailed tax guide